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

Kevin Stratvert · Beginner ·📊 Data Analytics & Business Intelligence ·3w ago
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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