[Music] hi everyone and welcome to a very
hi everyone and welcome to a very
hi everyone and welcome to a very special edition of ask Evan here with
special edition of ask Evan here with
special edition of ask Evan here with Maria today we’re going to answer a
Maria today we’re going to answer a
Maria today we’re going to answer a question from one of our readers anele
question from one of our readers anele
question from one of our readers anele anele says dear Evan I regularly get
anele says dear Evan I regularly get
anele says dear Evan I regularly get your newsletter and enjoy the great
your newsletter and enjoy the great
your newsletter and enjoy the great content can you give a demo of how you
content can you give a demo of how you
content can you give a demo of how you do the mail merge to send out
do the mail merge to send out
do the mail merge to send out newsletters please
newsletters please
newsletters please unfortunately Evan has switched from
unfortunately Evan has switched from
unfortunately Evan has switched from Outlook to Gmail therefore I will be
Outlook to Gmail therefore I will be
Outlook to Gmail therefore I will be doing the demo with you today
doing the demo with you today
doing the demo with you today however to make things a little bit more
however to make things a little bit more
however to make things a little bit more interesting instead of doing a
interesting instead of doing a
interesting instead of doing a newsletter we’re going to do a mail
newsletter we’re going to do a mail
newsletter we’re going to do a mail merge for my website party so what
merge for my website party so what
merge for my website party so what you’ll need is a word document an Excel
you’ll need is a word document an Excel
you’ll need is a word document an Excel document and obviously I’ll look to send
document and obviously I’ll look to send
document and obviously I’ll look to send your mail merge so the first thing I’m
your mail merge so the first thing I’m
your mail merge so the first thing I’m going to do is show you my invitation
going to do is show you my invitation
going to do is show you my invitation which is my word document and I’m going
which is my word document and I’m going
which is my word document and I’m going to read it for you and show you where
to read it for you and show you where
to read it for you and show you where we’re gonna place the placeholders which
we’re gonna place the placeholders which
we’re gonna place the placeholders which is going to be found in our Excel
is going to be found in our Excel
is going to be found in our Excel document sorry about that
document sorry about that
document sorry about that so it says dear and isblank so we’re
so it says dear and isblank so we’re
so it says dear and isblank so we’re going to place the first placeholder
going to place the first placeholder
going to place the first placeholder here you are cordially invited to
here you are cordially invited to
here you are cordially invited to Maria’s website party once you arrive at
Maria’s website party once you arrive at
Maria’s website party once you arrive at the party you will receive receive a
the party you will receive receive a
the party you will receive receive a nametag which will indicate your website
nametag which will indicate your website
nametag which will indicate your website so here’s going to be the second place
so here’s going to be the second place
so here’s going to be the second place holder once you receive your nametag
holder once you receive your nametag
holder once you receive your nametag please be seated in section blank so
please be seated in section blank so
please be seated in section blank so here we’re going to place the third
here we’re going to place the third
here we’re going to place the third place holder if you have any questions
place holder if you have any questions
place holder if you have any questions please feel free to contact me I’m
please feel free to contact me I’m
please feel free to contact me I’m looking forward to seeing you soon
looking forward to seeing you soon
looking forward to seeing you soon Cheers Maria so what I’m going to do now
Cheers Maria so what I’m going to do now
Cheers Maria so what I’m going to do now is show you my excel document which has
is show you my excel document which has
is show you my excel document which has our four placeholders I know in the word
our four placeholders I know in the word
our four placeholders I know in the word document I only said there was three but
document I only said there was three but
document I only said there was three but you always need to add an extra
you always need to add an extra
you always need to add an extra placeholder which is going to be the
placeholder which is going to be the
placeholder which is going to be the email address which you’re sending to
email address which you’re sending to
email address which you’re sending to the recipients receiving your mail merge
the recipients receiving your mail merge
the recipients receiving your mail merge so the first placeholder is going to be
so the first placeholder is going to be
so the first placeholder is going to be my guest
my guest
my guest then it’s the second one is website and
then it’s the second one is website and
then it’s the second one is website and the third is the section where my guests
the third is the section where my guests
the third is the section where my guests are going to be seated so once you have
are going to be seated so once you have
are going to be seated so once you have your Excel document ready you’re going
your Excel document ready you’re going
your Excel document ready you’re going to save it to a place where you’re not
to save it to a place where you’re not
to save it to a place where you’re not going to forget you’re going to need
going to forget you’re going to need
going to forget you’re going to need this right away so you’re going to save
this right away so you’re going to save
this right away so you’re going to save it and close it if you don’t close it
it and close it if you don’t close it
it and close it if you don’t close it it’s not going to work properly then
it’s not going to work properly then
it’s not going to work properly then we’re going to go to our word document
we’re going to go to our word document
we’re going to go to our word document and we’re going to open tools and go to
and we’re going to open tools and go to
and we’re going to open tools and go to mail merge manager I know for some of
mail merge manager I know for some of
mail merge manager I know for some of you that have windows instead of Mac it
you that have windows instead of Mac it
you that have windows instead of Mac it may look a little bit different but if
may look a little bit different but if
may look a little bit different but if you follow the steps you will have a
you follow the steps you will have a
you follow the steps you will have a successful mail merge I promise so the
successful mail merge I promise so the
successful mail merge I promise so the first step we’re gonna do is um click
first step we’re gonna do is um click
first step we’re gonna do is um click create new and since I already clicked
create new and since I already clicked
create new and since I already clicked on this before I’m gonna click on form
on this before I’m gonna click on form
on this before I’m gonna click on form letters
step two is you’re going to get at your
step two is you’re going to get at your list and the list is your Excel list so
list and the list is your Excel list so
list and the list is your Excel list so you’re going to open data source and go
you’re going to open data source and go
you’re going to open data source and go to party invitation that’s the name of
to party invitation that’s the name of
to party invitation that’s the name of my Excel document and click OK here it’s
my Excel document and click OK here it’s
my Excel document and click OK here it’s going to ask you which sheet you want to
going to ask you which sheet you want to
going to ask you which sheet you want to use because you can have multiple sheets
use because you can have multiple sheets
use because you can have multiple sheets in Excel document choose the correct
in Excel document choose the correct
in Excel document choose the correct sheet and you want the entire worksheet
sheet and you want the entire worksheet
sheet and you want the entire worksheet cell range you’re going to click OK and
cell range you’re going to click OK and
cell range you’re going to click OK and then we’re going to go to step three
then we’re going to go to step three
then we’re going to go to step three where the four placeholders are shown so
where the four placeholders are shown so
where the four placeholders are shown so now what I’m going to do is make sure my
now what I’m going to do is make sure my
now what I’m going to do is make sure my spacing is correct because once you send
spacing is correct because once you send
spacing is correct because once you send a mail merge to I don’t know 50-100 a
a mail merge to I don’t know 50-100 a
a mail merge to I don’t know 50-100 a thousand people you want it to look
thousand people you want it to look
thousand people you want it to look really nice so I’m going to make sure my
really nice so I’m going to make sure my
really nice so I’m going to make sure my spacing as well and I’m going to add in
spacing as well and I’m going to add in
spacing as well and I’m going to add in the guest information here we’re going
the guest information here we’re going
the guest information here we’re going to add in the website information here
to add in the website information here
to add in the website information here and lastly there’s seed section also
and lastly there’s seed section also
and lastly there’s seed section also just a quick note here when you’re
just a quick note here when you’re
just a quick note here when you’re making your Excel document make sure you
making your Excel document make sure you
making your Excel document make sure you give each section of your placeholders a
give each section of your placeholders a
give each section of your placeholders a precise name for example I could have
precise name for example I could have
precise name for example I could have named guest whatever but it would have
named guest whatever but it would have
named guest whatever but it would have been harder for me to know which
been harder for me to know which
been harder for me to know which placeholder to place where depending on
placeholder to place where depending on
placeholder to place where depending on how many placeholders you’re going to be
how many placeholders you’re going to be
how many placeholders you’re going to be using when you send your mail merge so
using when you send your mail merge so
using when you send your mail merge so one time put in my three placeholders
one time put in my three placeholders
one time put in my three placeholders I’m going to go to step four
I’m going to go to step four
I’m going to go to step four and also remember we’re going to ignore
and also remember we’re going to ignore
and also remember we’re going to ignore step a placeholder number four which is
step a placeholder number four which is
step a placeholder number four which is the email address so number four use you
the email address so number four use you
the email address so number four use you have a filter option here it’s let’s say
have a filter option here it’s let’s say
have a filter option here it’s let’s say you have a party in your you invited 50
you have a party in your you invited 50
you have a party in your you invited 50 people and you’re only sure above 40 the
people and you’re only sure above 40 the
people and you’re only sure above 40 the other ten you can click options and make
other ten you can click options and make
other ten you can click options and make sure that you keep them out of the mail
sure that you keep them out of the mail
sure that you keep them out of the mail merge the next option is the preview
merge the next option is the preview
merge the next option is the preview results this is my favorite if you click
results this is my favorite if you click
results this is my favorite if you click on the ABC button or view merge data you
on the ABC button or view merge data you
on the ABC button or view merge data you can actually see all your placeholders
can actually see all your placeholders
can actually see all your placeholders so it doesn’t just show the title it
so it doesn’t just show the title it
so it doesn’t just show the title it shows the actual information and then
shows the actual information and then
shows the actual information and then you can go through each of your
you can go through each of your
you can go through each of your recipients and make sure that the
recipients and make sure that the
recipients and make sure that the spacing is correct name is spell correct
spacing is correct name is spell correct
spacing is correct name is spell correct the correct website
the correct website
the correct website well if you’re happy with that you’re
well if you’re happy with that you’re
well if you’re happy with that you’re going to go to the last step and
going to go to the last step and
going to go to the last step and complete merge so you’re going to click
complete merge so you’re going to click
complete merge so you’re going to click on the button that says generate email
on the button that says generate email
on the button that says generate email messages and here is where we’re going
messages and here is where we’re going
messages and here is where we’re going to place our fourth and very last
to place our fourth and very last
to place our fourth and very last placeholder email because you want it to
placeholder email because you want it to
placeholder email because you want it to email them you’re going to put a subject
email them you’re going to put a subject
email them you’re going to put a subject my website ready and here you have an
my website ready and here you have an
my website ready and here you have an option to send as text attachment or
option to send as text attachment or
option to send as text attachment or HTML message I usually prefer to send it
HTML message I usually prefer to send it
HTML message I usually prefer to send it as an HTML message because I have
as an HTML message because I have
as an HTML message because I have pictures and banners in my signature and
pictures and banners in my signature and
pictures and banners in my signature and I want people to see it but if you don’t
I want people to see it but if you don’t
I want people to see it but if you don’t prefer the pictures to be shown you can
prefer the pictures to be shown you can
prefer the pictures to be shown you can always send it as a text so I’m going to
always send it as a text so I’m going to
always send it as a text so I’m going to choose HTML message here and then you’re
choose HTML message here and then you’re
choose HTML message here and then you’re going to click on mail merge to outbox
going to click on mail merge to outbox
going to click on mail merge to outbox so pretend you clicked on that if you go
so pretend you clicked on that if you go
so pretend you clicked on that if you go to your outbox and click on your send
to your outbox and click on your send
to your outbox and click on your send items you will see your list is slowly
items you will see your list is slowly
items you will see your list is slowly starting to build up and all the
starting to build up and all the
starting to build up and all the recipients on your list will be
recipients on your list will be
recipients on your list will be receiving the email so once you’re
receiving the email so once you’re
receiving the email so once you’re finished you can close this and your
finished you can close this and your
finished you can close this and your recipients will have their email and I
recipients will have their email and I
recipients will have their email and I hope you guys enjoyed the video and I
hope you guys enjoyed the video and I
hope you guys enjoyed the video and I hope it was very simple if you have any
hope it was very simple if you have any
hope it was very simple if you have any questions please please please feel free
questions please please please feel free
questions please please please feel free to comment below and I will respond to
to comment below and I will respond to
to comment below and I will respond to you as soon as I can thanks guys
[Music]
[Music] you
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