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 …
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Chapters (10)
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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