A new dialogue box will open asking you to choose the sheet that contains your recipients’ data.Find the file name of the spreadsheet you created, click on it, then select Open. This will open a pop-up window where you can select which list you want to import.From the dropdown menu, choose Use an Existing List… In the Mailings tab, click Select Recipients.You can do this by linking the spreadsheet you made in step 1 with the Word document you have open now. You’ve written the perfect template, and now it’s time to choose who you’re going to send it to. Link Your Excel Contact List to Your Email Template This will help you identify merge fields later on when you actually send the email.ģ. While placeholders like First Name and Last Name aren’t required in this step, it’s still a good idea to use them. In the body of the document, type your email template. Now you’ve successfully configured your Word document for a mail merge.Click the Start Mail Merge button, then select E-mail Messages from the dropdown menu.Near the center of the top menu, click on the Mailings tab.Launch Microsoft Word and click on Blank document.To prepare your mail merge in Word, follow these steps: If you miss any of these steps, it could cause problems when it comes time to actually send the email. You can let your creativity shine through in this step in order to create a message that will capture your audience’s attention.īe sure and configure your mail merge in Word correctly though. Now that you have created your list of contacts using Excel, it’s time to create your email template using Microsoft Word. Create an Email Template in Microsoft Word Type in a file name you’ll remember, then click Save.Ģ. Once completed, navigate to File>Save As in the top left corner of Excel.Under your column headers, add the relevant data for each contact you have.For example, First Name, Email, and Birthday. In the first row, add a header to each column that tells you what is listed in that column.Launch Microsoft Excel and click on Blank workbook.To create your mail merge spreadsheet, do the following: You can list each piece of information in a separate column to easily import it into Outlook. To organize that information and prepare to use it in your mail merge, it’s best to use an Excel spreadsheet. This information will vary depending on your needs, but it usually includes basics like first and last name, location, appointment date, etc. If you want to send a personalized email to a list of people, you first need to make sure you have all the relevant information about those people. It’s really not too complicated if you know what you’re doing though.īelow are the 6 steps to successfully use Outlook to send a mail merge. There are multiple steps, and making even the smallest mistake can mess up the entire process. You may feel overwhelmed because you’ve never used Outlook to perform a mail merge. ![]() How to Do a Mail Merge in Outlook in 6 Easy Steps Final Thoughts about Outlook Mail Merges.Alternatives to Using Outlook: Best Mail Merge Tools and Software.Pros and Cons of Performing a Mail Merge in Outlook.How to Do a Mail Merge in Outlook in 6 Easy Steps.
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