How to Mail Merge with Attachments, Custom Subject & CC / BCC - using Word, Excel, & Outlook

In this advanced step-by-step tutorial, learn how to mail merge with attachments, customize the subject, and cc or bcc others using Office 365. Additionally, learn how to set up the default email account that you send out a mail merge with. Mail Merge allows you to send customized envelopes, letters, and emails. Mail Merge leverages Microsoft Word, Excel, and Outlook.
📚 RESOURCES
Merge Tools Add-in created by Doug Robbins that allows you to do a mail merge with attachments, custom subjects, and cc/bcc (it's free to download; however, if you find value, consider donating): mergetoolsaddi...
Need assistance with the Merge Tools add-in? Reach out to Doug Robbins at [e-mail].
How to find your Word start up folder:
www.addbalance....
Get the sample Excel spreadsheet that I used in this video: 1drv.ms/x/s!Am...
📺 RELATED VIDEOS
How to use mail merge for FREE using WPS Office: • How to Mail Merge in W...
Playlist of all my videos on Microsoft Outlook: • 📨 How to use Outlook
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[@KevinStratvert]

🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: kzbin.info/aero/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY 💁‍♂ Notes: 1) My original mail merge video that works out of the box (this does not show you how to include attachments, custom subjects, or cc / bcc others): kzbin.info/www/bejne/lXbJk5Klgsyre9U 2) Merge Tools Add-in created by Doug Robbins that allows you to do a mail merge with attachments, custom subjects, and cc/bcc (it's free to download; however, if you find value, consider donating): onedrive.live.com/?cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566 3) How to find your Word start up folder: www.addbalance.com/word/startup.htm 4) Access the sample Excel spreadsheet that I used: 1drv.ms/x/s!AmxrofZZlZ-whIFiB0tX-5l3xx1DRQ

[@zubayer1990]

Hey. I cannot find the merge tools addin you shared. It's showing empty can you please help on this

[@swathimaganty]

Same for me - I am unable to find the merge tools add in. I can only view the READ ME and Look at me first documents. Can someone please help me with this?

[@JustinEmlay]

Hey everyone, if you read that document it tells you to contact the author for a copy. If you read further into the document it tells you even if he send it to you, it's only a trial and you have to pay 30 bucks for it. Check it out, try it but also check out other solutions like Mail Merge Toolkit.

[@fortunatedips]

The files are taken off

[@BobFossil2004]

Hi. Thank you for the video. Please can you help with an issue I am getting with the tool. When I use the tool it loses the data in a field such as Greeting once I press the Merge with attachments button. I get no errors and in preview the names appear, but disappear back to «GreetingLine» at this final stage. Is there something else I need to do?

[@RichardSmithers]

Just found this today, and it is a great blessing. Saved me from manually sending 600+ emails. I will certainly be considering sending a gift to the author.

[@husainkanchwala]

Most sincere thanks to Kevin for this tutorial & to Doug for the plug-in, best wishes to you both.

[@MsPow]

I truly don't know what is more wonderful...Kevin's tutorial or Doug's add-in tool or Doug's willingness to assist til it works the way it's supposed to. Absolutely thrilled with how helpful the combination is in facilitating what used to be so painful to administer manually!!! THANKS A MILLION TO BOTH OF YOU!

[@jankutac9753]

Yeah. I can't believe a private person had to create this and Microsoft didn't have it. Pathetic

[@mail-master]

@@jankutac9753 Absolutely crazy🤯

[@imusobo]

Kevin, you have no idea how technical this process is but your tutorial made it that easy!!! You are simply the best... Thank you

[@k.knight188]

Life changing for me! I've been trying to figure this out for years. Even my I.T. department couldn't seem to help. You're my new hero.

[@Mahesh-cj8lk]

Do you have any job vacancy I can easily handle the work on your messages by using these tools. I appreciate if you refer me to someone and Thanks for taking time to see my reply 😊🙂😊🙂

[@petrov31]

You cant imagine who much time this tutorial has saved. Many Many thanks for this. This was very easy to follow

[@chrisfleeman3095]

One of the "BEST" help tutorials on youtube! Thanks Kevin and Doug!

[@sricharans8663]

Cannot agree more. Thanks Kevin and Doug!

[@Sankalp1303]

Thanks Kevin for introducing to this great tool and explaining how to use it. Superb Job by Doug Robbins who is also super responsive to your mails. He helped me with a message free version and also responded to my queries very promptly. I used this tool to send bulk official mails with multiple unique files (not same number of unique files shared with everyone) and a common file as attachments, multiple emails in CC. This works like a charm! God bless you Doug for creating this time saving tool for many of us.

[@habibaabey8322]

I was not as successful, no email sent, what could i be doing incorrectly?

[@TheSeanBampton]

4 years on, and I have to ask why hasn't his been incorporated into Office natively?!? Thank you SO MUCH for this video, Kevin. You (and Doug) have saved my office!

[@DarmaAvalosLlerena]

Thank you so much for creating this tool, Doug, and for the amazing, straight to the point tutorial, Kevin.

[@nicolekingi2004]

Where has this video been my whole professional life!? Love the video, keep up the amazing work!

[@stephenbrock8031]

Wow. I have been looking for YEARS! for a way to add attachments to mail merges. Somehow this KZbin video never came up in my searching. This is terrific. Now I just need to get my invoice generator to create separate files for my customers lol. Currently it is setup with an MS mail merge to roster (or something) to produce one giant file. That worked for years because we always printed and snail mailed. But, baby steps. Thanks so much for the very thorough walk through.

[@dougrobbins5699]

You may be able to use the Many to One facility to both generate your invoices and email them to your customers. Contact me at the address in the instructions if you need assistance.

[@danielkallman5105]

Kevin - Great video ... many thanks for sharing ... one opportunity for improvement: even after setting a second email account as the DEFAULT in Outlook - Outlook would NOT send my mail merge from the selected email account ... I had to do this to fix that problem: in Outlook I had to select FILE/ OPTIONS/ MAIL/ SEND MESSAGES and then tick the box next to "Always Use the default account when composing new messages" ... and then it worked like a champ. Doug was very responsive and helpful to a problem I was having with his tool ... looks like the problem was between the chair and the keyboard - and I've solved that problem!!!

[@WatchCorpz]

Where to see that option button? I've been looking for it for few hours. I'm crying

[@missingpunctuation]

This is really important. The safer option is just to create a new profile with ONLY the account you want to use for mail merges, and open it before sending the mailing.

[@rwjumah]

Thanks for this option..." It has resolved my chaos!

[@DiegoChionna]

Hey Kevin, this add-in is fantastic and I see there are more options under the menu "Merge Tools" that I would love you to explore in a separate video. I hope you like the idea

[@dennisduarte2925]

Young Man...I'm Old, and this stuff is new to me...LOL! Thank you for your direct, concise and clear instruction. Most Greatly Appreciated! Please continue to serve. Thank You!

[@wendyshaya]

This is perhaps the most useful video on KZbin! I loved it, learned a ton of very useful information and can't wait to Mail Merge my heart out. Thank you!

[@rubelrana304]

@Wendy Shaya hello , how can i send lots of email 10-15 k email per day?

[@joycannon3906]

This was exactly what I needed to get an administrative task done. There were a couple of details in the instruction sheet I had to reference to get my Excel file to work with it, but worked like a dream after that! Thank you!

[@quresa2]

Doug is an amazing human being. I had an issue with mail merge, he jumped on a meeting and helped me right away. God bless you doug. Thankyou so much

[@ELNECPalliativeCare]

I wish I found this sooner! This is exactly what I needed. What a time saver. The only issue for me is from my laptop, the window with the merge tools is too big and I can't see the bottom buttons to continue. I can't shrink it or move it far enough up to see. I finally moved my taskbar to the side and was able to click the button to finish the last step.

[@emmafeng55]

I can't find a word to express my feelings after watching your video. thank you soooooooo much for sharing this video, it helps a lot!!!

[@marysteacups]

Thank you soooo much, I was panicking because I had to send over 1200 emails with the attachments, and a collegue of mine said the only way was to send one by one LOL. This saved meeeeee! This was perfect

[@n.g3627]

Is there a daily limit while using this tool?

[@Alexander-xt2hq]

I just want to say as a new hire in an office setting that I find this amazing and am really looking forward to using it! Thank you very much for making the video!

[@mareinagy4764]

This is really *the* mail merge functionality I have been missing for a long time. Thanks so much Kevin and Doug!

[@phoenix_xd5728]

Found this a while ago, been procrastinating watching it, thanks so much. Now I can send the emails I need to send out😅. Oh and Doug, if you ever get to see that, you the man bro.

[@carolynhill9185]

Just loving these videos Kevin. You totally saved me and my boss a TON of work recently, with the basic email merge. I'm listening to this one now because I wanted to learn about including cc/bcc emails. Thanks again! *from Australia!*

[@dscott2542]

Fron Aus as well, and have just had exactly the same experience as you!! I am so greatful for this add in

[@johnschmidt8730]

Kevin & Doug thanks for this video it has been a massive help with communicating with parents at my school. It has made communication so much easier. Thanks 👍😁

[@gailjurczyk]

I'm going to echo @Michelle Powe in this set of comments: thank you, Kevin, for letting us know about Doug Robbins's MergeTools add-in to Microsoft Word/Outlook. And Doug, thank you for such a carefully-coded (with meaningful error codes when there is a problem in your dataset, what a bonus!) and documented resource. I needed it in order to send unique attachments to individuals in a set of email recipients. It is a carefully coded resource and more-than-worth the payment for a non-trial version. Thank you, both of you!

[@SecurityCraftsman]

Thanks so much Kevin and Doug. This is exactly the tool I needed. Really got me thinking of some highly complex emails I can send to really help my customers get content that they'll care about!

[@meaganduplessis46]

This is so exciting - literally hours of my life could be saved here. Awesome video!

[@mohammadalkurdi8862]

Microsoft should give you an award, you are the best Kevin you saved me again

[@noahhan5062]

Goes on a first date: "Just so you know... I work at Microsoft as a full time employee." Great Video! I learned a lot :)

[@KevinStratvert]

haha, how do you know my opening line?

[@manishsynechron7214]

Awesome!! This macro developed by Doug is very useful. Thanks a ton to both of you; I was able to attach custom files and CC and BCC I had been struggling for ages to get this done. Wonder why Microsoft does not have these as standard features in Word.

[@brittecowan5765]

Thankyou so much, attempting my first mass mail merge in my new job - watching your video (twice) & downloading Doug's add-in had me looking like a pro in 30 minutes.

[@eddiethomason_]

Sir, you are incredible for creating this tutorial! Thank you so much!

[@samanthahilke2542]

Thank you so much for this! I have used this now at work several times to get through these steps successfully, so happy with the results, you and Doug are true gems, thank you!

[@NjaanAdima]

I believe, I came to the right place. Thank you, Kelvin.

[@TeodoraKagome]

This was perfect, thanks so much for making this tutorial, saved me DAYS of work.

[@rubelrana3988]

@Teodora loan hello , how can i send lots of email 10-15 k email per day?

[@sjcambal1120]

I wanted to thank the uploader of this video and especially Doug Robbins who created the Mail Merge tool I am really sorry I can't donate to you right now. But you have my sincere thanks. Really wonderful tool.

[@mrCetus]

Great work Kevin & Doug, this makes it much easier to convince my sporting club of the merits of this enhanced Mail Merge. Is there any chance, Kevin, that you could add a bit about email send limits, particularly the high number of emails that issue in a very short time? Some/most/all mail clients and ISPs are very protective of what might be seen by them as spam.

[@dougrobbins5699]

You should be able to avoid running foul of your mail service provider by using the Defer Sending option which, in addition to allowing you to set the time at which the first message will be sent, allows you to set an interval that will elapse between each message being sent.

[@M.1071-py5nq]

​@@dougrobbins5699Hello Sir and thanks a lot for the great help and saving lives :D. although i tried googling it a lot, it's just i can't seem to find a way "to set an interval that (e.g. 2 minutes) to elapse between each message being sent" or setting a "sending frequency" in outlook. any help/guidance on this matter is much appreciated. thanks again.

[@mickeydeadeyes7686]

This was exactly what I needed! As always you rule!

[@norshabieramazlan-8002]

Thank you Kevin and Thank you Dough for giving me personal guidance with regards of my mailmerge issue. I had a quick zoom call with Dough today and he helped me to navigate and guide me on how to complete my mailmerge. Trillion of Thank you for the help and for the time as well! This is really helpful

[@muhammadubaid7265]

Kevin you are the best .. it worked. I admit that I was a little scared with downloading the tool but I am ok now :) Thank you

[@pravinupadhya7]

Hi please help me out

[@muhammadubaid7265]

Pravin Upadhya what do you need help with ?

[@pravinupadhya7]

@@muhammadubaid7265 friend was unable to get the mail merge completely....at last step found some error.....but tried and tried and succeeded.....thanks for revert

[@mallikarjunapalem1060]

@@pravinupadhya7Hii pravin mallikarjuna from india this softwere free or purchase ?

[@GpD79]

PSA: Be *CAREFUL* with the spreadsheet! _Only_ include who you want to email in the spreadsheet! I wanted to send out an attachment to a specific population of my entire list of customers. I started the mail merge and selected the excel file with all my customers. After selecting the file, it allows me to choose the recipients. So I used the filter tool and was meticulous in only including the exact population intended. Afterwards, I previewed the letters and everything looked perfect. So I went ahead and used the Merge Tools to add the attachment and sent it. The problem is that it *SENT TO EVERYONE* in the spreadsheet! It did not send to only the folks visible in the preview that were filtered previously. It sends to everyone on the spreadsheet. So long story short, if you decide to use this, which I encourage you to since it's great tool otherwise, PLEASE learn from my mistake. Before you begin the process, ensure that you _ONLY_ include who you want to email in the spreadsheet. You cannot filter out people like you normally can within the Mail Merge of Word like you can for normal merges. HEADS UP!!!!

[@dougrobbins5699]

Sorry about that. However as indicated in the second item in the Notes section of the READ ME - Setting up and using the Merge Tools Add-in.pdf: 2. The Merge Tools utilities do NOT recognise any filtering of the data set up via the Edit Recipient List facility. If there is a need to process only some of the records in the data source, add another column and populate the cells in that column with either a 0 or a 1 and then sort the data by that column so that the records that are to be processed are located at the top of the worksheet. Then, insert an empty row after the last row of data that is to be processed. The processing of the records will stop when it comes to that row.

[@GpD79]

@@dougrobbins5699 No need to apologize! Like I said in my first comment, it was _my_ mistake! I only wish it was mentioned in the video, it would've saved me the embarrassment of having to tuck my tail between my legs and tell my boss I thoroughly _messed up!_ 😅😂 That being said, *thank you* for the brilliant tool. It amazes me that people can design such helpful tools that work almost as if it were part of the program! Great work!

[@goneABROAD]

@@dougrobbins5699 I've been using your add-in for the last couple of years (and I am so appreciative!!). I just went to use it today and it's not longer working, I'm getting an error when I try, is there any chance there is an update or a fix? (Run time error "50290": Application-defined or object-defined error)

[@dougrobbins5699]

@@goneABROAD A "Run-time error 50290 Application-defined or object-defined" may occur If there are problems with the data that is to be used as the filename for files that are to be created by the utilities. Check for characters in that data that cannot be used in filenames such as: # pound, % percent, & ampersand, { left curly bracket, } right curly bracket, \ back slash, * asterisk, < left angle bracket, > right angle bracket, * asterisk, ? question mark, / forward slash, $ dollar sign, ! exclamation point, ' single quotes, " double quotes, : colon, ; semi-colon, + plus sign, ` backtick, | pipe, = equal sign.

[@askmerohit]

​@@dougrobbins5699 Hi Doug, Do we have to mention the cc name in all the fields against each customer?

[@chantelcothron5475]

This has changed my work output dramatically just today! Wish I would have found it sooner. I can't thank you enough!

[@khurshidhere]

When am trying to do “merge with attachments “ , it is showing Microsoft Visual Basic error as “run time error ‘13’”. Below that it is mentioned as type mismatch . Please help !

[@DanielLeytonfoster]

I have just solved it. You must not have special characters in your excel table. In my list the special character "ñ" produced the 13 error in the names column in my Excel file. Hope you can solve your issue.

[@gadiyasunny1]

@@DanielLeytonfoster I have the same problem, but i do not have any special characters in my table

[@DanielLeytonfoster]

@@gadiyasunny1 you must double check, even anything like hotmail .com gives you an error, check characters and unwanted spaces in between.

[@dougrobbins5699]

@@gadiyasunny1 That error will occur if there is only one field in the data source; No mergefields in main document; Illegal field names for attachments

[@Karthiks-hr2gr]

@@dougrobbins5699 i have the same error too it says " please save the mail merge main document before proceeding" but all the files have been saved.

[@lakshyadigitalstore]

the merge tool is no longer avilable

[@victoriavinson456]

This tool and video has been so helpful. Something that the video doesn't mention, that is perhaps a newer feature added by Doug, is that you can choose to save the outgoing emails to Drafts and not send them right away. I really love this feature so I can check that they emails look correct before sending.

[@musaabsultan7256]

I'm having a few issues using this. whenever I try to send the mail. It just closes and asks if I want to reopen the file and doesn't send the emails. Any help would be greatly appreciated

[@alexlai6302]

this is what's happening to me as well!

[@avigailcotton1882]

@@alexlai6302 me too

[@dougrobbins5699]

Contact me at [e-mail] and I will help you sort it out.

[@dougrobbins5699]

@@avigailcotton1882 Contact me at [e-mail] and I will help you sort it out.

[@joefesler]

Ever get this solved? same issue

[@analirpisani4824]

I can see that Doug has put a lot of work into constructing this attachment feature. Thanks Kevin for sharing.

[@mikewilliams7519]

Thank you this tool is exactly what i have been looking for. The tool caused Word to crash on my main desktop PC. I tried several times, I think this might be due to Word already having a range of macros installed. Anyway, I installed the tool on a laptop with a clean installation of office 365 and it works great. Thanks to Doug for creating this, and Kevin for an excellent tutorial

[@westcoaster3665]

This app works great. Thanks Doug and thanks to Kevin for showing us how to use it.

[@andrewpetersen5706]

Brilliant guide through. It all worked! Just sent out 2x e-mails to different groups. One being 113x and the other 363x. Worked perfectly! Woohoo! Thanks Kevin.

[@ninabenvenuto4460]

This tutorial and merge tool has been an absolute LIFESAVER for me this past year. After my free trial, I bought the paid version because I can't imagine my life without it! One question - finally using this to send individualized attachments and I'm running into an error with the file location name. I keep getting a prompt saying ".docx: file format is not valid". Can anyone help?

[@deninsrmic4165]

Thank you Kevin explaining mail merging with attachment succinctly, I was investigating in last couple of days how to do mail merge with attachment and could not find solution save to add Add-Inn Macro. Big thank to Doug too.

[@mShykot]

Hi Kevin, thanks a lot for creating such a powerful tool that Microsoft couldn't create.

[@karenmalaga6394]

Thank you so much for this tutorial Kevin, and Doug Robbins for making this macro available! I was able to do 2 runs successfully until I started getting the following error message "Run time error 5824 - Insufficient memory or disk space", which Doug also provided feedback in MS forum and is all fixed now. Feeling thankful!

[@BCNGMe]

Just in case it happens to me what was the solution?

[@FamilyMedrano]

I've received this same error. Can you link me to Doug's solution?

[@katherinebaird3810]

Hi Kevin and Doug, just want to say a massive thank you! I have used this video and add on tool a couple of times now and it works great for my company needs. Thanks :)

[@franciscoortiz2337]

THANK YOU for creating this tool and showing us how to use it. I have a couple of questions about it: - How do we add 2 or more attachments for some recipients? i.e., when we want to email clients with 2+ invoices overdue - How can I enter more than 1 recipient in the To field (not in the CC or BCC). Thanks again!

[@dougrobbins5699]

In the data source, you need columns containing the path\filename for each of the attachments. It does not matter if for some of the records, those columns are empty. Then at the top of the Merge with Attachments dialog, you need to select each of those fields and use the Add button to move it to the listbox on the right.

[@johnmosugu]

Kevin, it is always rewarding watching your highly informative videos! Thanks

[@chefjamz]

Omg why am I now stumbling on this video! Anyway I followed the steps to the letter and got through. Thank you for sharing.

[@RedBarnFinancialTV]

I end up watching this every month so I can get it to work!

[@dougrobbins5699]

If there is some particular part of the process with which you have difficulty, contact me with the details and I will try to help you.

[@lizferguson4639]

Never mind.....I realized that I needed to open a document (duh!). Thanks for these tutorials. Very helpful.

[@kehindeolaobaju9366]

Thank you for making my job easy with mail merge with attachments.

[@robertathomas7156]

This video was incredibly helpful. Thank you. Please create a video on the many-to-one mail merge if not already done so.

[@dougrobbins5699]

Contact me at the address in the instructions if you need assistance.

[@TheSeba311]

Excellent video @Kevin! I think that Microsoft need to hire Doug and make this Enhanced Mail Merge the default for MS Office. Cheers!

[@sohailahmaduk]

Amazing, thank you for this Kevin, clearly 128 downvoters have no idea what they're doing.

[@emmanuelemenugha8832]

This is quite self-explanatory. Thanks Kevin

[@davesmith5191]

Who in the sweet name of all that is holy would thumb down on this? Saved my behind - THANK YOU and money sent to Mr. Robbins.

[@soulysephiroth]

This dude right here is the real MVP.

[@keonimanibusan2599]

Hands down, BEST TUTORIAL EVER! Much appreciated!

[@chrismeredith7935]

This is awesome, and has saved me so much time. Doug, a donation is coming your way, and thank you Kevin for your help.

[@sandrajackson1320]

Brilliant Kevin. I have been wanting to know how to do this for so long, and this was by far the easiest tutorial. Sandra

[@thattannerguy856]

Thank you so much!! I've been familiar with mail merge, but not with adding an attachment. Huge game changer!!

[@NomiRR]

Hello Kevin, thanks for the instructional video. I can get all the way through and complete the merge, but when I check Outlook, my emails are stuck in the Outbox and trying to force send does not work. I try opening an email and clicking Send but it does not leave the Outbox and I have verified with the recipient - no email received. No choice but to delete. Any suggestions?

[@davejensen6533]

Kevin, you just saved me an INSANE amount of time!! Thanks for such a detailed awesome video!

[@drHrca]

Thank you, Kevin! Very nicely and thoroughly explained! And big thumbs up to Mr. Doug Robbins! I'll see how it goes and if it's useful I'll donate... 👍

[@swspcp4120]

How many percent is done in this job and how much ,we get prime minister this become my file for detail I told you I'm this mail method line

[@swspcp4120]

Actually I choose

[@swspcp4120]

Mang zhang

[@sissiewan514]

Hello Kevin, this is an amazing video. However, there is something wrong, by choosing "send now", I didn't find any emails sent. By clicking "save in the draft", I did find several emails in the draft folder, but they cannot be sent out manually. the outlook keeps tell me to try again later. what am I missing? Thank you in advance.

[@dougrobbins5699]

Are you using the “New Outlook”? The “New Outlook is just a re-badged version of Windows Mail and like its predecessor, it does not support automation and hence will not send the messages created by the MergeTools Add-in. If that is what you are using, you will need to switch to the original Outlook by using the toggle switch at the top right of the Outlook Window Be aware, that any messages that you had tried to send will have been placed in the Outbox of the original Outlook and they will be sent as soon as you revert to that version of Outlook. If you do not want that to happen, you should put Outlook off-line, or disconnect your computer from the Internet. To put Outlook off-line, go to Send / Receive and click on Work Offline

[@glider1411]

Hi Kevin & Doug....thanks a lot for the fantastic macro tool. All the steps of attachment , with CC & BCC

[@ryanbelgrove746]

This is one of the best tools I have experienced in my career to date! Thanks Kev & Doug!

[@Plasmadiver09090]

Thank you very much Doug for the merge mail tools, and thank you very much too Kevin for the tutorial! The Video really help me a lot with mailing with unique attachment to over 200+ people. Looking forward for the next hack!

[@andreab4513]

This is a very easy tool, highly recommend. Thank you Doug! And thank you for the easy tutorial Kevin!

[@55flier]

A very useful and easy to follow tutorial. Thanks Kevin - and Doug!

[@izzycopeland8982]

This is the best Mail Merge video! Thank you so much for all of the assistance!

[@VinhNguyen-tx4xv]

Hey Kevin, thanks for another great video that I get to watch and learn over the years. Could you make a video how to ungroup a column for today’s date in each of the tab (assuming there are multiple tabs in the workbook). Upon ungrouping, I would like to learn how to paste data from another workbook (multiple tabs also) onto the ungrouping workbook. For example, today’s report for yesterday’s number of customers and/or sales. Thank you!

[@GTP20]

Hi Kevin, any chance you could do an update video for this? I can't even get started with this. His two pages of instructions say to save your first letter as a draft by clicking Save To Drafts - Merge Tools Folder radio button.... I have no idea what he's talking about. If I just try to use it as you were showing in the video it crashes Word as soon as I click the Merge With Attachments option.

[@dougrobbins5699]

Contact me at the email address in the instructions and I will help you.

[@ayushikumar2634]

This video has helped me alot, thanks alot Kevin 😍 working with Merge tool was freaking me out but I just tried after watching your video and could do it easily!!

[@fredaisabelle-shah565]

Thanks, Kevin and Doug! This has helped me A LOT with my Mail Merge! Thank you!

[@PrabhakaranS-i2y]

A very useful and easy to follow tutorial. Thanks Kevin

[@bjornnilsen6953]

Kevin - this was a God-send!!! Thank you and a donation is going to be sent - what a valuable tool.

[@sexyclipsable]

Thank you for the tutorial! I'm encountering a bit of an issue and could use some guidance. I'm working on integrating the SendGrid Email API with the Merge Tool, but I'm running into a compatibility problem. The Merge Tool initiates the email sending process, but no emails appear in my outbox. I'm unsure whether it's a configuration issue or something else. Any insights would be greatly appreciated.

[@dougrobbins5699]

Are you using the "New Outlook"? The “New Outlook is just a re-badged version of Windows Mail and like its predecessor, it is not MAPI compliant and does not support automation and hence will not send the messages created by the MergeTools Add-in. It cannot even send messages using the native Merge to Email via the Mailings>Finish & Merge facility. With the MergeTools utilities, you must use the original, "classic" Outlook desktop application. Another possibility is that you did not select the "Send Now" radio button. If that was the case, the messages would have been saved to a Merge Tools folder inside a Drafts folder in Outlook and you will need to click on the > to the left of >Drafts to open the Drafts folder so that you can see the Merge Tools folder inside it.

[@ClaireMooreSteel]

Microsoft need to buy this up and make this a standard option. Mailmerge hasn’t developed for years and years and is due an upgrade.

[@TheDurezasBnB]

Thank you Kevin and Doug for this, very helpful and time saving.

[@soeddy]

Just came to say that this video was a life and time saver :-) Super helpful and I can't thank you enough for this... Keep it up. Thank You.

[@AlmaHnanguie]

YEY! Made my life easier!!! Thanks to Doug Robbins as well!!!

[@Jesus_is_Lord-]

Hi @KevinStratvert, Is there any updated way to do this? Thanks.

[@davidenalli6738]

Hey Kevin, would be able to create an updated video on this as Doug has since updated his tool. For those wondering, I was able to follow the steps not including an attachment just if you wanted to use the CC or BCC option. As usual Kevin's videos are the best.

[@dougrobbins5699]

Contact me at the address in the instructions if you need ay assistance

[@aimanaziz3497]

@@dougrobbins5699 hi ive been facing the problem "run-time error 440: array index out of bounds." What should i do?

[@dougrobbins5699]

@@aimanaziz3497 That error will occur if there is a semi-colon following the last email address in a field in the data source. Use the Check Data for Email Addresses facility to check the data in the field(s) being used for the To:, CC: and or BCC: addresses

[@aimanaziz3497]

@@dougrobbins5699 okay thank you. But i have another problem which is after send the email it seems like nothing happened. I try it to send to my email but i don't get the email.

[@dougrobbins5699]

@@aimanaziz3497 • Did you select the Send Now radio button before clicking on Continue? If not, the messages would have been saved to a Merge Tools folder inside the Outlook Drafts folder and you would need to click on the > to the left of Draft to open that folder so that you can see the Merge Tools folder inside it. If you have multiple email accounts set up in Outlook, you will need to locate the Drafts folder that has the > before >Drafts, which may not be the Drafts folder for the account that you may expect it to be.

[@ethanjames5810]

Well done, Kevin...And thanks to Doug as well!

[@menelaoskanakakis9000]

Awesome Video! Very useful tool! Just wanted to say that I used Doug Robbins tool for a while and found it very useful but then my 'trial' expired and in order to continue using it I have to pay 25$

[@pnjpjohnson]

Is there an alternate download site for the Doug Robbins Merge Tools as the link above does not work?