You must have a data source, like an excel file for your recipients. Usually, there is a daily cap on the number of email messages you can send per day. If you need to email out 500 personalized email messages, your server at work or ISP may not allow it. It is much simpler to send the message and place the recipients on the TO or BCC Line of the message. There are some disadvantages to doing a mail merge. Each recipient should receive a personalized email message. The last step is to go to Microsoft Outlook, click on the Sent folder and you should see all the emails that were sent.
Insert Merge Field menu and select the field containing the data you want to insert.Ĭlick on the Finish & Merge menu and select the Send E-Mail Messages option. Select the correct worksheet from Excel.Ĭompose the body of your message using Word This happens at 00:32 in the video above.Ĭlick on the Start Mail Merge menu and select the E-Mail Messages option.Ĭlick on the Select Recipients menu and select the Use Existing List option.īrowse and select the Excel spreadsheet you created earlier, and then click on the Open button. After creating your Excel file, start MS Word and do the following. Microsoft Word – perform email mail mergeĪll mail merges are done in MS Word. If you were emailing customers, this information would probably include First Name, Last Name, Title, Company, Sales Rep, email address, etc. I recommend you put your data source in Excel. Start the mail merge from Word again as indicated above until you reach the screen with Step 3 in the Mail Merge Wizard. This works in Office 2007, 2010, 2013, and 2016. The process is similar as doing a mail merge from within Word with Outlook as the source, with an additional step to match the merge fields. There are three things required to do this. This is a great tool for emailing customers, vendors, contractors, invitations to corporate events, or even employees. 
The advantage of personalizing the email message is the recipient is more likely to read it.
#MAIL MERGE OUTLOOK 2016 HOW TO#
I’m going to demonstrate how to do an email mail merge using Microsoft Outlook. Why would you want to do this? If you have 300 customers with Sales Reps, and the Reps are changing which customers they serve, you would email all the customers and include the new Sales Rep contact information.
You can send an email message out to a contact group (distribution list), or just manually put everyone on the TO or BCC line, but if you want to personalize each recipient’s email message, you need to do a mail merge.
0 kommentar(er)
