![]() Step 4 – Insert mail merge fields to personalize the email message Select the mailing list file we created during step #2 and click ‘OK’. To do this, click on the ‘Select Recipients’ from the ‘Mailings’ tab, and click on the ‘Use an Existing List’ option. To perform mail merge in Outlook, you’ll have to link your mailing list and email document. Step 3 – Link the mailing list with your email document Once you’ve created your mailing list in MS Excel, it’s time to link this spreadsheet with your Microsoft Word email message document. Next, go to the ‘File’ menu and click on the ‘Save As’ button to save your recipient list spreadsheet. So, open Microsoft Excel and select ‘Blank Workbook’.Īfter that, enter the headers for your recipients like their First name, Last name, Company name, the industry they work in, etc., and add your data under respective headers. In order to send personalized emails using mail merge in Outlook, you’ll need to create an Excel spreadsheet with your recipient data. Step 2 – Set up your mailing list in MS Excel Now, type your email message with appropriate placeholders where you want to insert merge fields in the Word document.Īfter writing your email message, we will need to set up the mailing list in an Excel spreadsheet file. Now, go to the Mailing tab> Start Mail Merge > E-mail messages. The first step to performing a mail merge in Outlook is to write your email message.įor this, you’ll need to open ‘Microsoft Word’ and select ‘Blank Document’ to create your mail merge email document. ![]() Step 6 – Send your mail merge message Step 1 – Prepare your email document Step 5 – Finish & preview your mail merge Step 4 – Insert mail merge fields to personalize email message Step 2 – Setup your Mailing list in MS Word How to do a mail merge in Outlook? – Step-by-step process Now that you know the basics, let’s look at how to set up a mail merge in Outlook. In the email message, you just have to insert customizable fields like name, company, address, etc., to personalize your email for each recipient.īased on the merge fields you add, Outlook will pull the info from your Excel spreadsheet and automatically generate individual emails for each contact.Īs a result, the messages appear personalized with each recipient’s data merged into the email body and subject line.įor businesses, mail merge is the best way to add a personal touch when emailing customers, employees, subscribers, or other large lists. ![]() It works by linking an Excel spreadsheet containing contact details to an Outlook email message. Mail merge is a feature of Outlook that allows you to create and send personalized emails to a large list of recipients.
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