How to Mail Merge in Word, Excel & Outlook (Full Guide)

Need to send hundreds of personalized emails in just a few minutes? In this step-by-step tutorial, I’ll show you exactly how to use Mail Merge in Microsoft 365 by connecting Excel to Word and sending emails through Classic Outlook.

You’ll learn how to:
- Set up your Excel spreadsheet correctly
- Fix common formatting issues (dates, currency, ZIP codes)
- Insert merge fields in Word
- Preview your results before sending
- Send personalized emails through Outlook
- Avoid common mail merge mistakes

Important: Mail Merge requires the classic desktop version of Outlook. It does NOT work with the new Outlook or web apps.

By the end of this video, you’ll be able to send professional, personalized bulk emails quickly and confidently.

Host: Kevin Stratvert

⌚ TIMESTAMPS
0:00 - Explain what Mail Merge does
0:22 - Set up Excel spreadsheet correctly
0:58 - Fix date, ZIP code & currency formatting
1:45 - Start Mail Merge in Word
2:33 - Insert merge fields
3:58 - Preview personalized results
4:38 - Filter or edit recipient list
5:01 - Send emails through Outlook
6:02 - Pro tips
6:43 - Wrap up

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Видео How to Mail Merge in Word, Excel & Outlook (Full Guide) канала Kevin Stratvert