Create an Email Template in Microsoft Word Type in a file name you’ll remember, then click Save.Ģ. Once completed, navigate to File>Save As in the top left corner of Excel.Under your column headers, add the relevant data for each contact you have.For example, First Name, Email, and Birthday. In the first row, add a header to each column that tells you what is listed in that column.Launch Microsoft Excel and click on Blank workbook.To create your mail merge spreadsheet, do the following: You can list each piece of information in a separate column to easily import it into Outlook. To organize that information and prepare to use it in your mail merge, it’s best to use an Excel spreadsheet. This information will vary depending on your needs, but it usually includes basics like first and last name, location, appointment date, etc. If you want to send a personalized email to a list of people, you first need to make sure you have all the relevant information about those people. It’s really not too complicated if you know what you’re doing though.īelow are the 6 steps to successfully use Outlook to send a mail merge. There are multiple steps, and making even the smallest mistake can mess up the entire process. You may feel overwhelmed because you’ve never used Outlook to perform a mail merge. How to Do a Mail Merge in Outlook in 6 Easy Steps Final Thoughts about Outlook Mail Merges.Alternatives to Using Outlook: Best Mail Merge Tools and Software.Pros and Cons of Performing a Mail Merge in Outlook.
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