They can be edited simultaneously, together or separately, and printed out. You can create not only email messages but also regular bulk letters.You can use existing Outlook contacts for mailings.Helped by "Step-by-Step Mail Merge Wizard", it is easy to solve the main task by automatically substituting the recipient's data into each of the many emails.
OUTLOOK MAIL MERGE FROM EXCEL SPREADSHEET FOR FREE
Try For Free Advantages and disadvantages of mail merging in WordĪs part of the Microsoft Office suite, this mail merge tool may seem ideal for sending bulk mailings from Outlook. After you click OK, the messages will be sent. In the same window, specify the subject and which messages you want to send, all or selectively. If an Excel spreadsheet has been specified as the data source, you will need to specify the column's name with email addresses in the "To" field of the window that opens. If you selected Outlook contacts as the recipient list, the program would send the finished message immediately. Once you have ensured that the emails are merged correctly, go to the final Step 6, "Complete the merge". To do this, click on the Exclude this recipient button. Here you can remove the current message from the mailing list as well.
undo the changes using the Restore button (until you move on to the next record).Navigate between entries using the arrows at the bottom of the window.
To change the data, select the file path in the Data Source section and click Edit. Here you can filter, sort, and exclude recipients. The Mail Merge Recipients window displays a list of recipients with data.In the Mail Merge right-hand pane, under Make changes, click Edit recipients list.Browse through the merged messages using the arrows, or search for the desired email by a merge field snippet.Īt this step, you can edit both the text of the message and the merging data in an Excel spreadsheet without leaving the Word document. At this step, you can preview the results and edit ready-to-send messages if necessary. Preview the messages and complete the mergeĪfter allocating all placeholders in your document, check the results by proceeding to Step 5, "Preview your email messages". To add a block to the document, click OK. Select Address Fields to insert standard fields or Database Fields to insert custom fields from a data table in the window that opens. To add individual placeholders, click More items. These blocks contain ready-made formatting for inserting data from the source file, which you can check immediately using the preview from your recipient list. The program offers ready-to-use placeholders filled with data from the table by clicking on Match Fields on the ribbon or in the "Address block" / "Greeting line" window. The data to fill in the fields will be suggested depending on which source you selected in the previous step. Once you've got the recipients selected, proceed to Step 4, "Write your message".Ĭreate the message text and add placeholders in the right places to be filled in with individual data from an Excel spreadsheet or ready-made template options. This is primarily a selection of the recipient list from the existing data-source list, Outlook contacts, or a new list that can be created right here. In Step 3, select the data source for the mail merge. Merge data source with a message template Select a saved mailing message template and continue editing. Select starting document you want to use as the basis: In Step 1, "Select document type," check the Email messages box and go to Step 2, "Starting document". Start the "Step-by-Step Mail Merge Wizard": on the Mailings ribbon tab, click Start Mail Merge, and at the bottom of the drop-down list, select Step-by-Step Mail Merge Wizard. To combine data from the source table with the mailing text, you need to create a message template with fields for this data. After you finish entering data into the table, save it. The table columns must contain a header, and personal information is in separate rows for each recipient. In general, the data table looks like this:
OUTLOOK MAIL MERGE FROM EXCEL SPREADSHEET HOW TO
Discover more about creating an Excel Data Table in our article on how to mail merge from Excel to Outlook. The program will then add that information to the indicated fields, i.e., merge the data from the file with the message template. To add personal information to your message template, you must first assemble it into a data table. Try For Free Create an Excel data file with personal information