#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK HOW TO#
#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK FULL#
#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK WINDOWS#

Make sure your personalization inserts have worked properly with the recipient list. For each personalization aspect in your email, place the cursor in the correct location, then select the corresponding field and click вЂњInsert.вЂќ If you added any personalization aspects in Step 1, select вЂњMore itemsвЂ¦вЂќ on this screen. You can choose Letters, E-Mail Messages, Envelopes, Labels or Directory. It will show a list of mail merge options available. In the Start Mail Merge grouping, click on the Start Mail Merge button.

This was completed in Step 1, but you can make any adjustments to the e-mail message now as well. merge by selecting the Mailings tab in the ribbon. Insert Address Block merge field To add a greeting line, choose Greeting Line. Optionally filter or sort recipients if you would like to send the message to only a portion of those in the Excel file by selecting вЂњEdit recipient list.' Insert a merge field Go to Mailings > Address Block. Easily add fields from your list of recipients. Compose your message or use a personal or shared template.

ItвЂ™s quick and easy to tie a list of recipients to your mail merge.

Select вЂњUse an existing listвЂќ then browse for the file created in Step 2. Import a CSV file from Excel, Salesforce, or by manually adding up to 1000 recipients. Use an excel spreadsheet like the one below (data hidden for privacy. Having already opened the drafted email, select вЂњUse the current document,вЂќ then click next. Have outlook open and open a new word doc 2. Select the radio dial for вЂњE-mail messagesвЂќ and click next at the bottom of the sidebar. Open the Word document created in Step 1 and follow the step-by-step below in WordвЂ™s Mail Merge Manager under Tools > Mail Merge Manager. Make sure all of the data you need is contained in Sheet 1 of the workbook. Using Excel, and again saving to your local drive, create a new workbook that includes separate columns First Name, Last Name, Email Address, and any details youвЂ™d like to include to personalize the message. Use temporary placeholders for first name, last name, and any other details you would like to personalize in the final text.

#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK FULL#

Using Word, create a new document that includes your full message to recipients.

#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK WINDOWS#

Mail Merge Using Microsoft Office Suite (Word, Excel) and Outlook in Windows

#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK HOW TO#

We have put together this step-by-step explanation on how to mail merge and set up emails sent to relatively large mailing lists using Microsoft Outlook and Microsoft Word with Windows. When you need to send a large number of personalized emails, but not enough to justify using a full marketing automation platform, mail merge can be a powerful tool.

How to mail merge from excel to outlook