Note: A record represents a recipient in your data file. Once you click OK, the mail merge messages will automatically get added to your Outlook Outbox. Type in the message Subject line, choose “ All” for Send records and click OK. From the dialog box that appears, choose the column header containing email addresses for the To: field.Ħ. Click the Finish & Merge button and select Send Email Messages.ĥ. Click the arrows next to Preview Results to toggle between mail merge records and check for any merge field issues.Ĥ. Verify that the mail merge fields are displaying correctly.ģ. Click the Preview Results button under the Mailings tab in Word.Ģ.While your mail merge document is now ready, it’s always important to preview your message to ensure everything looks all right. Here’s what it’ll look like after inserting the merge field: Creating a merge document that contains your email body with specific placeholders for personalization (for example, in the Word Doc with the > merge field from the Excel spreadsheet.Performing a mail merge involves a few fundamental steps: This improves your engagement rate, as around 72% of recipients will engage only with emails that are personalized to reflect their specific interests. Why should you send personalized emails ?Ī personalized email looks like it’s tailor-made for a particular recipient, making it feel unique and relevant. Let’s jump right in, shall we? What Is a Mail Merge?Ī mail merge is an automated process of creating personalized mass emails by using data from a spreadsheet or database file.Įssentially, a mail merge fetches the details of multiple recipients from a source file and inserts them into your email message template. The Best Option for Mail Merges in 2021.Limitations of Performing Mail Merges in Outlook.(Click on a link to jump to a specific section.) I’ll also cover some limitations of the mail merge Outlook process and highlight the best mail merge approach for 2021.
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In this article, I’ll walk you through the steps for how to perform a mail merge in Outlook. For more info, see Set up a mail merge list with Word.Performing a mail merge in Microsoft Outlook helps you send personalized mass emails to a large mailing list quickly. Word data file is a data source you can create on the fly, within Word. See Use Outlook contacts as a data source for a mail merge Outlook Contact List contains data in a format that can be read by Word.
For more info, see Prepare your data source in Excel for a mail merge in Word for Mac. Excel spreadsheets and Outlook contact lists are the most common data sources, but if you don't yet have a data source, you can type it up in Word, as part of the mail merge process.Įxcel spreadsheet works well as a data source if all data is on one sheet and the data is formatted so that it can be read by Word.
Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. This type of document is also called a catalog merge.Ĭreate a directory of names, addresses, and other information Use it to print out your contact list, or to list groups of information, like all of the students in each class. You'll be sending the email directly from Word.Įnvelopes or Labels where names and addresses come from your data source.Ĭreate and print a batch of envelopes for mailingĬreate and print sheets of mailing labelsĭirectory that lists a batch of information for each item in your data source. Each letter prints on a separate sheet of paper.Ĭreate and print a batch of personalized lettersĮmail where each recipient's address is the only address on the To line. Letters that include a personalized greeting. Follow the links for details about each type: Word provides tools for incorporating your data into the following kinds of documents. Use Outlook contacts as a data source for a mail merge If you know you'll be using Excel or Outlook as the source of your data, see: If you don't yet have a data source, you can even type it up in Word, as part of the mail merge process.įor details about data sources, see Data sources you can use for a mail merge. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work.
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