mail merge using excel

Copper Contributor

Hi please can someone help me? I have the following data in an excel table:

-customer email

-customer account code

-invoice number

-invoice date

invoice amount

-total amount owed

 

I want to do a mail merge email which sends one email to every account number, with all of the outstanding invoices on that account listed. 

 

I've gone through loads of tutorials but I just can't do it... ?

 

Can anyone help? 

1 Reply
Hello,

You can watch the video in the link below to guide you on how to mail merge

https://m.youtube.com/watch?v=_Efb_oMgxEs

If this solves your question, do accept as Best Response