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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.

Without attachment

A normal mail merge can be executed in the following steps.

In Outlook:

  1. Go to “account settings” and set the desired address to send from as default.
  2. In options, go to the tab “Mail” and tick “Always use the default account when composing new messages” under “Send messages”.
  3. Close Outlook.

Then, in Word:

  1. Under the tab “Mailings”, go to “Start Mail Merge” and select “E-Mail Messages”.
  2. 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”.
  3. Type your e-mail.
  4. 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.
  5. When you're done writing, click “Finish and Merge” to send the e-mail.
  6. 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”.
  7. 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.

With attachment

Sending an mail merge with a file attachment is considerably more difficult than a normal mail merge. If at all possible, try to avoid this. Most of the time, the type of mail involving an attachment need not be personal at all, as it's often something like meeting minutes that is clearly addressed to a larger audience; no need to be personal there.

vsvwiki/mailmerge.1623226749.txt.gz · Last modified: 2021/06/09 10:19 by bestuah1945