vsvwiki:mailmerge
This is an old revision of the document!
Mail merge for dummies
Mailmerge is a good way to make your mass-mailing seem more personal and appealing. It's not as difficult as you think, and it's a good skill to have.
A mail merge can be executed in the following steps.
In Outlook:
- Go to “account settings” and set the desired address to send from as default.
- In options, go to the tab “Mail” and tick “Always use the default account when composing new messages” under “Send messages”.
- Close Outlook.
Then, in Word:
- Under the tab “Mailings”, go to “Start Mail Merge” and select “E-Mail Messages”.
- Go to “Select Recipients”, “Use an Existing List”, and load the sheet containing the data you want to merge on. Check if all data is correct by clicking “Edit Recipient List”.
- Type your e-mail.
- If you want to include a merge field, like a name to use when addressing the recipient, click on “Insert Merge Field” and select the field you want to include.
- When you're done writing, click “Finish and Merge” to send the e-mail.
- Fill in the e-mail subject, select the recipient e-mail field to merge on, if Word can't detect it automatically, and press “Ok”.
- That's it!
Always send a test e-mail to yourself before you send out the entire batch, to check that the merged fields, addressing, and (in particular) the sending e-mail address are correct. Doing this is the only way to ensure that your e-mail will be sent correctly, such that you don't send a BarCo dinner invite to everyone from your personal e-mail, for example.
vsvwiki/mailmerge.1623166031.txt.gz · Last modified: by bestuah1945
