Is it possible to CC in Mail merge?

Anonymous
2024-12-30T04:01:26+00:00

Mail merge is quite pleasing, especially since you can customize and design the body of the email without needing any HTML code (unlike Power Automate).

The only drawback, in my opinion, is its inability to add someone in CC.

I'd like to know if this is still the case or if Microsoft has introduced a solution

Microsoft 365 and Office | Word | For business | Windows

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

0 comments No comments
Answer accepted by question author
Doug Robbins - MVP - Office Apps and Services 323.6K Reputation points MVP Volunteer Moderator
2024-12-30T21:27:09+00:00

Use my Merge Tools Add-in that is contained in the MERGE TOOLS ADD-IN.zip file that you can download from:

 https://mergetoolsaddin.com/

Extract the files from the archive and read the:

“READ ME – Setting up and using the Merge Tools Add-in.pdf

to see how to install and use the various tools.

Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge “out-of-the-box”:

  • Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message .  The email messages can, if necessary, also be sent to CC and BCC addresses and the subject of the message can include data from a field in the data source.
  • Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source
  • Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields
  • Merging to a document that will include a chart that is unique to each record in the data source
  • Merging a document with Content Controls
  • Merging a document that contains Legacy FormFields
  • Duplex Merges
  • Merging to a printer that will collate and staple the output created from each record in the data source.

The requirements for using the system are:

  • The mail merge main document must be of the Letters type, though that does not mean that the output cannot be sent as an e-mail message where relevant.
  • For the Many To One, Merge with Attachments and Merge to Individual Docs utilities, the data source may be either a table or query in an Access database, or in the form of an Excel worksheet. For the Chart Merge utility, see the Mail Merging with Charts document that is included in the Merge Tools Add-in Zip file for additional requirements for the data source for use with that utility
  • For a data source in the form of an Excel worksheet, the field names must be in the first row of the worksheet and there must be a field name in all of the cells in that row that are within the range of columns that contain the data.
  • For both types of data source, the field names must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9). The number of characters in the field names, including spaces, must not be more than 40.

The MergeTools Add-in will NOT work with the “New Outlook”, which is just a re-badged version of Windows Mail and like its predecessor, it does not support automation and hence will not send the messages created by the MergeTools Add-in.

Be aware, that any messages that you had tried to send with the “New Outlook” will have been placed in the Outbox of the original Outlook and they will be sent as soon as you revert to that version of Outlook.   If you do not want that to happen, you should put Outlook Off-line, or disconnect your computer from the Internet.

For a demonstration of the use of the facility, prepared by a Microsoft employee, see

https://www.youtube.com/watch?v=yj_s3cdfVDY

Was this answer helpful?

3 people found this answer helpful.
0 comments No comments
Answer accepted by question author
Anonymous
2024-12-30T13:37:28+00:00

See https://www.gmayor.com/email_merge_addin.html which facilitates CC and BCC addresses as required.

Was this answer helpful?

2 people found this answer helpful.
0 comments No comments

2 additional answers

Sort by: Most helpful
  1. Deleted

    This answer has been deleted due to a violation of our Code of Conduct. The answer was manually reported or identified through automated detection before action was taken. Please refer to our Code of Conduct for more information.


    Comments have been turned off. Learn more

  2. Anonymous
    2024-12-30T04:57:20+00:00

    Dear Dilip Devadas,

    Good day! Thank you for posting to the Microsoft Community. We're happy to help you.

    After our search, we found that Mail Merge in Microsoft Word does not currently support adding CC recipients.

    We understand how frustrating this can be, and we completely agree that adding this feature to Word would be highly beneficial. It would be ideal to have the ability to CC in Mail Merge.

    Given this, we recommend sharing your valuable feedback via Help > Feedback within Word. Submitting feedback this way directly reaches the related team, which is the best way to let the developers know your requirements and comments, helping to improve the product for you and others.

    Reference: How do I give feedback on Microsoft 365? - Microsoft Support

    Meanwhile, please consider voting for similar requests shared in the Word Feedback Community:

    Your vote will increase awareness from the related team. Many features have been developed or improved based on user comments. This is the quickest route to get your feedback to the developers' ears.

    We apologize for the inconvenience and appreciate your patience and understanding. Stay safe and healthy!

    Sincerely,

    Rhoda | Microsoft Community Moderator

    Was this answer helpful?

    0 comments No comments