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

description
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): https://mergetoolsaddin.com/ - Need assistance with the Merge Tools add-in? Reach out to Doug Robbins at dougrobbinsmvp@gmail.com. - How to find your Word start up folder: http://www.addbalance.com/word/startup.htm - Get the sample Excel spreadsheet that I used in this video: https://1drv.ms/x/s!AmxrofZZlZ-whIFiB0tX-5l3xx1DRQ 📺 RELATED VIDEOS - How to use mail merge for FREE using WPS Office: https://youtu.be/-kXofb4ISYw - Playlist of all my videos on Microsoft Outlook: https://www.youtube.com/playlist?list=PLlKpQrBME6xJswJLJ69wbWWf6QlwZ84nA 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz (Purchasing through this link gives me a small commission to support videos on this channel -- the price to you is the same) 🔽 CONNECT WITH ME - Official web site: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://discord.gg/kHuujY2pZf - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎒 MY COURSES - Excel for Beginners in under 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 #stratvert

detail
{'title': 'How to Mail Merge with Attachments, Custom Subject & CC / BCC - using Word, Excel, & Outlook', 'heatmap': [{'end': 440.394, 'start': 360.171, 'weight': 0.711}, {'end': 643.6, 'start': 596.838, 'weight': 0.751}], 'summary': 'Learn mail merge customization using microsoft office, including custom attachments and subject lines for mass distribution, and setting up mail merge in word with excel integration and email streamlining for large recipient lists, emphasizing viewer engagement.', 'chapters': [{'end': 289.438, 'segs': [{'end': 56.023, 'src': 'embed', 'start': 25.262, 'weight': 1, 'content': [{'end': 28.345, 'text': "these are a little bit more advanced and you can't do these out of box.", 'start': 25.262, 'duration': 3.083}, {'end': 31.388, 'text': 'You need to use a macro enabled sheet to help you with this.', 'start': 28.365, 'duration': 3.023}, {'end': 36.973, 'text': "So if you're just looking for basic mail merge, I have a link down below where you could get to that video.", 'start': 32.008, 'duration': 4.965}, {'end': 42.558, 'text': "However, if you are looking to doing some of these more advanced scenarios, stick with this video and I'll show you how to do it.", 'start': 37.053, 'duration': 5.505}, {'end': 45.639, 'text': 'Now first off, before we jump into it.', 'start': 43.058, 'duration': 2.581}, {'end': 47.98, 'text': 'one of the main questions is well, what is Mail Merge?', 'start': 45.639, 'duration': 2.341}, {'end': 56.023, 'text': "What Mail Merge allows you to do is you could send customized whether it's emails, letters, address labels.", 'start': 48.06, 'duration': 7.963}], 'summary': 'Learn advanced mail merge techniques in excel for customized emails, letters, and address labels.', 'duration': 30.761, 'max_score': 25.262, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY25262.jpg'}, {'end': 94.426, 'src': 'embed', 'start': 65.126, 'weight': 0, 'content': [{'end': 68.068, 'text': 'And what I want to do is I want to send an invoice to my customers.', 'start': 65.126, 'duration': 2.942}, {'end': 72.771, 'text': "And within my email invoice, maybe I want to say, hi, the person's name.", 'start': 68.128, 'duration': 4.643}, {'end': 74.112, 'text': 'I want to include the account number.', 'start': 72.811, 'duration': 1.301}, {'end': 78.395, 'text': 'I might want to include other information about them, the due date.', 'start': 74.693, 'duration': 3.702}, {'end': 85.44, 'text': "And Mail Merge allows me to customize many messages that I send out very easily so I don't have to go through message by message by message.", 'start': 78.996, 'duration': 6.444}, {'end': 89.703, 'text': "Now, if you're only sending out five or 10 messages, you could probably just do it manually.", 'start': 86.2, 'duration': 3.503}, {'end': 94.426, 'text': "However, imagine the case that I'm this energy company and I need to send out an invoice to 10,000 people.", 'start': 89.943, 'duration': 4.483}], 'summary': 'Mail merge simplifies customizing mass email invoices; ideal for 10,000 recipients.', 'duration': 29.3, 'max_score': 65.126, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY65126.jpg'}, {'end': 135.019, 'src': 'embed', 'start': 103.452, 'weight': 5, 'content': [{'end': 104.532, 'text': 'This is the latest and greatest.', 'start': 103.452, 'duration': 1.08}, {'end': 108.955, 'text': 'However, you should be able to follow along even if you have an older version of Office.', 'start': 104.873, 'duration': 4.082}, {'end': 110.376, 'text': "So if you have 2019, you'll be good.", 'start': 108.975, 'duration': 1.401}, {'end': 114.4, 'text': "If you're on 2016,, 2013,, 2010, any older version.", 'start': 110.396, 'duration': 4.004}, {'end': 118.424, 'text': 'mail merge has been around for a little while, so you should be able to follow along,', 'start': 114.4, 'duration': 4.024}, {'end': 121.388, 'text': 'but it might be slightly different from what you see on my screen.', 'start': 118.424, 'duration': 2.964}, {'end': 125.392, 'text': 'and as full disclosure, before we jump into it, i work at microsoft as a full-time employee.', 'start': 121.388, 'duration': 4.004}, {'end': 127.394, 'text': "all right, well enough talk, let's jump onto my desktop.", 'start': 125.392, 'duration': 2.002}, {'end': 135.019, 'text': "So here I am on my desktop and what I wanna do first is I wanna just show how we're gonna do this merge scenario.", 'start': 127.935, 'duration': 7.084}], 'summary': 'Mail merge tutorial for office, older versions supported, 2019 recommended.', 'duration': 31.567, 'max_score': 103.452, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY103452.jpg'}, {'end': 245.592, 'src': 'embed', 'start': 212.632, 'weight': 4, 'content': [{'end': 215.794, 'text': "Now, since we're doing attachments as part of this mail merge,", 'start': 212.632, 'duration': 3.162}, {'end': 223.602, 'text': "it's very important that in your Excel sheet you call out where that individual attachment is for that person who you're sending it to.", 'start': 215.794, 'duration': 7.808}, {'end': 228.183, 'text': "So just keep in mind if you're creating an Excel sheet to include that information in there.", 'start': 224.382, 'duration': 3.801}, {'end': 230.864, 'text': "So that's what's included in this Excel sheet.", 'start': 228.784, 'duration': 2.08}, {'end': 234.666, 'text': "I'll also post it down below so you could access it if you just wanna see a sample.", 'start': 230.924, 'duration': 3.742}, {'end': 237.006, 'text': "Okay, so now we're done with Excel.", 'start': 235.206, 'duration': 1.8}, {'end': 237.967, 'text': "I'm gonna close this.", 'start': 237.186, 'duration': 0.781}, {'end': 245.592, 'text': "And one thing I also want to show is I mentioned that we're going to do a mail merge, not only with customized attachments for each individual,", 'start': 239.507, 'duration': 6.085}], 'summary': 'Mail merge requires specifying individual attachments in excel sheet.', 'duration': 32.96, 'max_score': 212.632, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY212632.jpg'}, {'end': 297.921, 'src': 'embed', 'start': 269.75, 'weight': 2, 'content': [{'end': 271.971, 'text': 'So just to summarize, we have five customers.', 'start': 269.75, 'duration': 2.221}, {'end': 279.934, 'text': "Each one of them is going to get their own invoice and then we're also going to attach a PDF which celebrates the company.", 'start': 272.111, 'duration': 7.823}, {'end': 282.595, 'text': 'So those are going to be the attachments that we put on the message.', 'start': 280.014, 'duration': 2.581}, {'end': 289.438, 'text': "Now, what we need to do is we need to get a tool that's going to help us with this because mail merge out of the box doesn't do this.", 'start': 283.155, 'duration': 6.283}, {'end': 297.921, 'text': "So what I'm going to do is I have a website open already and I have a link down below in the description and then also as the first comment.", 'start': 290.238, 'duration': 7.683}], 'summary': 'Five customers will receive individual invoices with attached pdfs to celebrate the company, requiring a new tool for mail merge.', 'duration': 28.171, 'max_score': 269.75, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY269750.jpg'}], 'start': 0.313, 'title': 'Mail merge customization', 'summary': 'Covers mail merge customization using microsoft office, including custom attachments and subject lines for mass distribution, and a demonstration of mail merge with customized attachments for individual customers using microsoft excel.', 'chapters': [{'end': 103.452, 'start': 0.313, 'title': 'Mail merge with custom attachments and subject lines', 'summary': 'Explains how to perform a mail merge with custom attachments and subject lines using microsoft office, enabling customization of messages for mass distribution, such as sending invoices to 10,000 customers.', 'duration': 103.139, 'highlights': ['Mail Merge allows customization of mass messages, like sending invoices to 10,000 customers, saving time by automating the process. Mail Merge enables mass customization, such as sending invoices to 10,000 customers, saving time and effort.', 'Advanced mail merge tasks like custom attachments and subject lines require the use of a macro-enabled sheet. Advanced mail merge tasks, such as custom attachments and subject lines, require a macro-enabled sheet.', 'Basic mail merge without custom attachments and subject lines is covered in a separate video, with a link provided in the description. Basic mail merge without custom attachments and subject lines is covered in a separate video, with a link provided in the description.']}, {'end': 289.438, 'start': 103.452, 'title': 'Mail merge with attachments', 'summary': 'Demonstrates a mail merge scenario using microsoft excel and customized attachments for five customers, along with a pdf attachment for all, and emphasizes the importance of specifying individual attachments in the excel sheet.', 'duration': 185.986, 'highlights': ['The chapter demonstrates a mail merge scenario using Microsoft Excel and customized attachments for five customers, along with a PDF attachment for all. The process involves creating customized attachments for each customer and including a PDF attachment for all five customers.', 'Emphasizes the importance of specifying individual attachments in the Excel sheet. The importance of specifying individual attachments for each customer in the Excel sheet is highlighted to ensure successful mail merge with attachments.', 'Mentions the versions of Office compatible with the demonstrated process. The process is compatible with Office 2019, 2016, 2013, and 2010, ensuring accessibility for users with different versions.']}], 'duration': 289.125, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY313.jpg', 'highlights': ['Mail Merge enables mass customization, such as sending invoices to 10,000 customers, saving time and effort.', 'Advanced mail merge tasks, such as custom attachments and subject lines, require a macro-enabled sheet.', 'The chapter demonstrates a mail merge scenario using Microsoft Excel and customized attachments for five customers, along with a PDF attachment for all.', 'The process involves creating customized attachments for each customer and including a PDF attachment for all five customers.', 'The importance of specifying individual attachments for each customer in the Excel sheet is highlighted to ensure successful mail merge with attachments.', 'The process is compatible with Office 2019, 2016, 2013, and 2010, ensuring accessibility for users with different versions.']}, {'end': 564.066, 'segs': [{'end': 442.575, 'src': 'heatmap', 'start': 346.884, 'weight': 0, 'content': [{'end': 349.825, 'text': 'The thing that we care about is this Merge Tools file.', 'start': 346.884, 'duration': 2.941}, {'end': 351.366, 'text': "And so we're not going to double click on it.", 'start': 349.905, 'duration': 1.461}, {'end': 352.286, 'text': "We're just going to highlight it.", 'start': 351.386, 'duration': 0.9}, {'end': 356.528, 'text': 'And what we need to do is we need to put this into the startup folder of Word.', 'start': 352.626, 'duration': 3.902}, {'end': 360.151, 'text': 'How do you get to the startup folder of Word? Well, let me show you how to do that.', 'start': 357.188, 'duration': 2.963}, {'end': 363.314, 'text': "I'm going to open up Word here, click into a blank document.", 'start': 360.171, 'duration': 3.143}, {'end': 366.356, 'text': "Now we're going to go up to, so I clicked on the file menu.", 'start': 363.734, 'duration': 2.622}, {'end': 371.621, 'text': "We're going to go down to options and within the options menu, we're going to click on advance.", 'start': 366.676, 'duration': 4.945}, {'end': 374.884, 'text': "I know this options menu there's so many buttons and check boxes like.", 'start': 371.701, 'duration': 3.183}, {'end': 378.187, 'text': "it kind of gives me a headache when I look at this, since there's so many different controls.", 'start': 374.884, 'duration': 3.303}, {'end': 384.089, 'text': "But we're gonna click on advance and then we're just gonna scroll down this list most of the way down to a section called general.", 'start': 378.587, 'duration': 5.502}, {'end': 387.27, 'text': 'And under general, you have something called file locations.', 'start': 384.569, 'duration': 2.701}, {'end': 388.01, 'text': "Let's click on that.", 'start': 387.33, 'duration': 0.68}, {'end': 391.051, 'text': 'And at the very bottom of this list, you have something called startup.', 'start': 388.51, 'duration': 2.541}, {'end': 396.592, 'text': "And you could click on modify and that'll show you the location where we wanna put this file.", 'start': 391.531, 'duration': 5.061}, {'end': 397.693, 'text': "So I'm just gonna copy that.", 'start': 396.612, 'duration': 1.081}, {'end': 403.059, 'text': "So we're gonna copy that location and now I'm gonna open up, so I'm gonna open up File Explorer.", 'start': 398.616, 'duration': 4.443}, {'end': 406.822, 'text': "I actually already have it open and it's in the startup location here.", 'start': 403.079, 'duration': 3.743}, {'end': 412.006, 'text': 'You could also take that address we just copied and you could paste that in here if you wanna go to that exact location.', 'start': 406.842, 'duration': 5.164}, {'end': 414.307, 'text': "And what we're gonna do is I'm gonna take.", 'start': 412.686, 'duration': 1.621}, {'end': 421.73, 'text': "I'm going to take this file that Doug so graciously created and we're going to drag and drop that over into Word Startup.", 'start': 415.248, 'duration': 6.482}, {'end': 425.811, 'text': 'Basically what this does is when Word starts up, it makes sure that it uses this file.', 'start': 422.07, 'duration': 3.741}, {'end': 428.791, 'text': "So now what I'm going to do is I'm going to close out Word.", 'start': 426.491, 'duration': 2.3}, {'end': 432.412, 'text': "So we're going to close Word and now I'm going to reopen Word.", 'start': 428.811, 'duration': 3.601}, {'end': 435.433, 'text': "So now Word is reopened and I'm going to click on Blank Document.", 'start': 432.892, 'duration': 2.541}, {'end': 440.394, 'text': "One of the things that you'll see is added now because I dropped that in my Startup folder is this Merge Tools.", 'start': 435.833, 'duration': 4.561}, {'end': 442.575, 'text': "This is what we're going to use for attachments.", 'start': 440.814, 'duration': 1.761}], 'summary': 'Guide to adding merge tools file to word startup folder for improved functionality.', 'duration': 95.691, 'max_score': 346.884, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY346884.jpg'}, {'end': 462.367, 'src': 'embed', 'start': 432.892, 'weight': 2, 'content': [{'end': 435.433, 'text': "So now Word is reopened and I'm going to click on Blank Document.", 'start': 432.892, 'duration': 2.541}, {'end': 440.394, 'text': "One of the things that you'll see is added now because I dropped that in my Startup folder is this Merge Tools.", 'start': 435.833, 'duration': 4.561}, {'end': 442.575, 'text': "This is what we're going to use for attachments.", 'start': 440.814, 'duration': 1.761}, {'end': 445.616, 'text': 'now to set up the mail merge.', 'start': 443.895, 'duration': 1.721}, {'end': 452.301, 'text': "what we're going to do first is we're going to click on the mailings pivot and then, within the mailings pivot, we want to click on start mail merge.", 'start': 445.616, 'duration': 6.685}, {'end': 455.262, 'text': "okay, this is a new mail merge and we're going to have to go to letters.", 'start': 452.301, 'duration': 2.961}, {'end': 462.367, 'text': "now, even if you're sending out an email or any other type of mail merge, make sure to select mails, because doug's tool works with letters,", 'start': 455.262, 'duration': 7.105}], 'summary': 'Using merge tools for mail merge in word, select mails to set up mail merge in letters.', 'duration': 29.475, 'max_score': 432.892, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY432892.jpg'}, {'end': 533.115, 'src': 'embed', 'start': 501.17, 'weight': 3, 'content': [{'end': 504.153, 'text': "And so now I've connected my word sheet to my Excel spreadsheet.", 'start': 501.17, 'duration': 2.983}, {'end': 510.317, 'text': "So what we want to do now is I'm going to say, dear, we're going to type the email message that I'm going to send to all my customers.", 'start': 504.913, 'duration': 5.404}, {'end': 514.501, 'text': 'What we can do now is I can insert different fields from my Excel sheet.', 'start': 510.938, 'duration': 3.563}, {'end': 516.861, 'text': "So I say, dear, and let's say insert.", 'start': 514.561, 'duration': 2.3}, {'end': 520.044, 'text': 'And so now this shows all the columns of my spreadsheet.', 'start': 517.082, 'duration': 2.962}, {'end': 523.748, 'text': 'So I had a first name column, a last name column, a due date column, and so on and so forth.', 'start': 520.065, 'duration': 3.683}, {'end': 525.889, 'text': "So we're going to say, dear, first name.", 'start': 523.768, 'duration': 2.121}, {'end': 533.115, 'text': 'So this is an energy company.', 'start': 531.814, 'duration': 1.301}], 'summary': "Integrating word and excel to personalize email messages for an energy company's customers.", 'duration': 31.945, 'max_score': 501.17, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY501170.jpg'}], 'start': 290.238, 'title': 'Word merge tools add-in and mail merge setup', 'summary': 'Covers the process of downloading and installing the merge tools add-in for word, and demonstrates setting up a mail merge in word using a file dropped into the startup folder, connecting to an excel spreadsheet, and inserting fields for a customer email message.', 'chapters': [{'end': 414.307, 'start': 290.238, 'title': 'Installing merge tools add-in for word', 'summary': 'Details the process of downloading and installing the merge tools add-in for word, including the source of the tool, its contents, and the steps to add it to the startup folder of word.', 'duration': 124.069, 'highlights': ['The chapter details the process of downloading and installing the Merge Tools Add-In for Word The source of the tool, its contents, and the steps to add it to the startup folder of Word are explained.', 'The tool is created by Doug Robbins, a Word MVP The tool is created by Doug Robbins, a Word MVP, and it is a macro-enabled sheet.', 'The Merge Tools file is highlighted as the main file of interest The main file of interest is the Merge Tools file, which needs to be placed in the startup folder of Word.']}, {'end': 564.066, 'start': 415.248, 'title': 'Mail merge using word startup', 'summary': 'Demonstrates setting up a mail merge in word using a file dropped into the startup folder, navigating through the mailings pivot, connecting to an excel spreadsheet, and inserting fields for a customer email message.', 'duration': 148.818, 'highlights': ['The chapter explains the process of setting up a mail merge in Word by dropping a file into the Startup folder, which ensures its usage when Word starts up.', 'It details the steps to connect Word to an Excel spreadsheet, including selecting recipients from the existing list and inserting different fields from the columns in the spreadsheet for the email message.', "The process involves navigating through the mailings pivot and selecting the 'start mail merge' option, ensuring the selection of 'letters' for the mail merge, and inserting specific values from the columns in the Excel spreadsheet for the customer email message."]}], 'duration': 273.828, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY290238.jpg', 'highlights': ['The chapter details the process of downloading and installing the Merge Tools Add-In for Word, including adding it to the startup folder.', 'The Merge Tools file, created by Doug Robbins, is a macro-enabled sheet and needs to be placed in the startup folder of Word.', 'The process of setting up a mail merge in Word involves dropping a file into the Startup folder and connecting Word to an Excel spreadsheet.', 'The steps for connecting Word to an Excel spreadsheet and inserting fields for a customer email message are explained in detail.']}, {'end': 947.271, 'segs': [{'end': 595.746, 'src': 'embed', 'start': 568.488, 'weight': 0, 'content': [{'end': 572.511, 'text': 'And then I can even say something like, your invoice is attached.', 'start': 568.488, 'duration': 4.023}, {'end': 583.078, 'text': 'And I could also say, please also see the inserts celebrating National Utility Month.', 'start': 573.671, 'duration': 9.407}, {'end': 586.019, 'text': 'So the email is ready to go.', 'start': 584.058, 'duration': 1.961}, {'end': 590.602, 'text': 'And now what you would typically do in just a normal mail merge is you would click on Finish and Merge.', 'start': 586.16, 'duration': 4.442}, {'end': 595.746, 'text': 'But we want to add an attachment, so we have to use this out-of-box add-in that Doug created.', 'start': 591.483, 'duration': 4.263}], 'summary': 'Email prepared with attachments for national utility month celebration.', 'duration': 27.258, 'max_score': 568.488, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY568488.jpg'}, {'end': 643.6, 'src': 'heatmap', 'start': 596.838, 'weight': 0.751, 'content': [{'end': 599.219, 'text': "So what we're going to do first is we want to save this sheet.", 'start': 596.838, 'duration': 2.381}, {'end': 607.66, 'text': "So I'm just going to go ahead and save as, and I'm going to put it on my desktop and we're going to call this mail merge with attachment.", 'start': 599.239, 'duration': 8.421}, {'end': 610.181, 'text': "Okay So I'm going to go ahead and save this file.", 'start': 608.58, 'duration': 1.601}, {'end': 616.422, 'text': "And now what we can do is we're going to click on this pivot on the top called merge tools,", 'start': 611.541, 'duration': 4.881}, {'end': 619.603, 'text': "and within merge tools we're going to click on merge with attachments.", 'start': 616.422, 'duration': 3.181}, {'end': 620.963, 'text': "Okay So let's click on this.", 'start': 619.783, 'duration': 1.18}, {'end': 630.149, 'text': "and so doug robbins created this add-in, and if, if you find it very valuable and if it's helping you do work, feel free to donate some money.", 'start': 622.123, 'duration': 8.026}, {'end': 633.412, 'text': "by donating, you can also make it so that you don't see this message anymore.", 'start': 630.149, 'duration': 3.263}, {'end': 638.516, 'text': "so i'm going to click on the x and now the mail merge tool is going to pop up.", 'start': 633.412, 'duration': 5.104}, {'end': 643.6, 'text': 'so what you see here is select the merge fields that contain the path and file names of attachments,', 'start': 638.516, 'duration': 5.084}], 'summary': 'Using mail merge tool for merging with attachments, saving file on desktop, and donating to creator for valuable add-in.', 'duration': 46.762, 'max_score': 596.838, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY596838.jpg'}, {'end': 643.6, 'src': 'embed', 'start': 616.422, 'weight': 3, 'content': [{'end': 619.603, 'text': "and within merge tools we're going to click on merge with attachments.", 'start': 616.422, 'duration': 3.181}, {'end': 620.963, 'text': "Okay So let's click on this.", 'start': 619.783, 'duration': 1.18}, {'end': 630.149, 'text': "and so doug robbins created this add-in, and if, if you find it very valuable and if it's helping you do work, feel free to donate some money.", 'start': 622.123, 'duration': 8.026}, {'end': 633.412, 'text': "by donating, you can also make it so that you don't see this message anymore.", 'start': 630.149, 'duration': 3.263}, {'end': 638.516, 'text': "so i'm going to click on the x and now the mail merge tool is going to pop up.", 'start': 633.412, 'duration': 5.104}, {'end': 643.6, 'text': 'so what you see here is select the merge fields that contain the path and file names of attachments,', 'start': 638.516, 'duration': 5.084}], 'summary': 'Mail merge tool allows merging with attachments and provides option to donate for ad-free use.', 'duration': 27.178, 'max_score': 616.422, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY616422.jpg'}, {'end': 918.356, 'src': 'embed', 'start': 889.527, 'weight': 1, 'content': [{'end': 894.008, 'text': "That's how you could CC BCC people and how you could set your default email account.", 'start': 889.527, 'duration': 4.481}, {'end': 896.769, 'text': 'Now there are a lot of different steps involved.', 'start': 894.409, 'duration': 2.36}, {'end': 903.052, 'text': "You have to download a macro enabled sheet, but once you've done it once, it's actually, um, a pretty easy process to go through and.", 'start': 896.949, 'duration': 6.103}, {'end': 910.754, 'text': "whether you're sending something out to 100 people or 10,000 people, this is a really powerful solution.", 'start': 904.652, 'duration': 6.102}, {'end': 913.115, 'text': 'I wanna give thanks again to Doug Robbins who created this.', 'start': 910.814, 'duration': 2.301}, {'end': 918.356, 'text': "If this is something you're using a lot, please consider donating because I'm sure Doug would really appreciate that.", 'start': 913.415, 'duration': 4.941}], 'summary': 'Learn to cc, bcc, and set default email account in a powerful solution, thanks to doug robbins.', 'duration': 28.829, 'max_score': 889.527, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY889527.jpg'}], 'start': 568.488, 'title': 'Streamlining email processes and automated customization', 'summary': 'Covers using an add-in for mail merge with attachments, streamlining the email process, automating email attachments with excel, specifying cc/bcc, dynamic subject lines, and handling a large number of recipients. it also emphasizes viewer engagement.', 'chapters': [{'end': 672.265, 'start': 568.488, 'title': 'Mail merge with attachments', 'summary': 'Demonstrates how to use an out-of-box add-in to perform mail merge with attachments, enabling the inclusion of unique attachments for each customer, as well as a general attachment for all recipients, ultimately streamlining the email process.', 'duration': 103.777, 'highlights': ['The chapter details the process of using an out-of-box add-in to perform mail merge with attachments, enhancing the efficiency of the email process by including individualized attachments for each customer, as well as a general attachment for all recipients.', 'It mentions the ability to include a unique attachment for each customer, based on the information provided in a spreadsheet, thus streamlining the process and ensuring personalized communication.', 'The add-in, created by Doug Robbins, is highlighted, with a mention of the option for users to donate money if they find the tool valuable, offering a way to support its further development and remove donation-related messages.', 'The demonstration emphasizes the inclusion of unique attachments for each recipient based on specific data, such as invoice location, optimizing the mail merge process and ensuring tailored communication.']}, {'end': 795.583, 'start': 672.265, 'title': 'Automated email attachment', 'summary': 'Explains how to automate sending customized email attachments to multiple recipients using excel, including specifying cc/bcc, inserting dynamic subject lines, and selecting recipients from a list.', 'duration': 123.318, 'highlights': ['Explaining how to automate sending customized email attachments to multiple recipients using Excel Demonstrates the process of automating email attachments for multiple recipients', 'Specifying CC/BCC recipients for the email attachments Provides the option to specify CC/BCC recipients for the email attachments', 'Inserting dynamic subject lines based on data source fields Shows how to insert dynamic subject lines based on data source fields', 'Selecting recipients from a list for automated email attachments Demonstrates the process of selecting recipients from a list for automated email attachments']}, {'end': 947.271, 'start': 795.663, 'title': 'Mail merge with attachments and customization', 'summary': 'Demonstrates the process of sending out a mail merge with attachments, customizing email texts and subject lines, specifying a default email account for the mail merge, and the capability to handle a large number of recipients. the tutorial also acknowledges the creator of the mail merge tool and encourages viewer engagement.', 'duration': 151.608, 'highlights': ['Mail merge process includes attaching documents, customizing email content and subject lines, and sending to multiple recipients, making it a versatile tool for bulk communication.', 'The tutorial emphasizes the ease of the mail merge process after the initial setup, highlighting its suitability for sending to a large number of recipients, potentially up to 10,000 people.', 'The importance of acknowledging and supporting the creator of the mail merge tool is underscored, encouraging viewers to consider donating as a gesture of appreciation for the valuable tool.', 'The tutorial concludes with a call to action for viewer engagement, including giving a thumbs up, subscribing for more content, and suggesting future video topics, fostering a sense of community and interaction.']}], 'duration': 378.783, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/yj_s3cdfVDY/pics/yj_s3cdfVDY568488.jpg', 'highlights': ['The chapter details the process of using an out-of-box add-in to perform mail merge with attachments, enhancing the efficiency of the email process by including individualized attachments for each customer, as well as a general attachment for all recipients.', 'Explaining how to automate sending customized email attachments to multiple recipients using Excel Demonstrates the process of automating email attachments for multiple recipients', 'The tutorial emphasizes the ease of the mail merge process after the initial setup, highlighting its suitability for sending to a large number of recipients, potentially up to 10,000 people.', 'The add-in, created by Doug Robbins, is highlighted, with a mention of the option for users to donate money if they find the tool valuable, offering a way to support its further development and remove donation-related messages.']}], 'highlights': ['Mail Merge enables mass customization, such as sending invoices to 10,000 customers, saving time and effort.', 'The tutorial emphasizes the ease of the mail merge process after the initial setup, highlighting its suitability for sending to a large number of recipients, potentially up to 10,000 people.', 'The process involves creating customized attachments for each customer and including a PDF attachment for all five customers.', 'The chapter details the process of using an out-of-box add-in to perform mail merge with attachments, enhancing the efficiency of the email process by including individualized attachments for each customer, as well as a general attachment for all recipients.', 'The process of setting up a mail merge in Word involves dropping a file into the Startup folder and connecting Word to an Excel spreadsheet.']}