csv file, use the Text Import Wizard to set up your data in Excel. If youre using an Excel spreadsheet as your data source for a mail merge in Word, skip this step. For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Step 1: Set up your data source in Excel. Step 2 Start the Mail Merge With the contacts selects or filtered we can start the mail merge in Outlook. Mail Merge allows you to send customized enve. Connect and edit the mailing listĬonnect to your data source. Click on Filter Enter the company name and select the field Company field only Click Ok twice Only the contacts that match the filter are now listed in your contacts list. Learn how to Mail Merge with Microsoft 365, Office 2021, Office 2019, Office 2016, Office 2013, or Office 2010. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. Open Outlook, and at the left-hand menu, you should be able to see the Outbox folder. Enter the app-specific password for your other email address and click OK. Type in your alternate email address and click Connect. Below this is a button with a plus sign that reads Add Account that you should select. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. At the top, you’ll see your account information, including a dropdown menu that contains your Outlook email address. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. After you do this, Outlook will automatically sync with Office 365. Add your Office 365 email account to Outlook. Wait a bit for all of your email and contacts to show up. For example, you might add your Gmail account to Outlook 2016. Tips If you don’t have a mailing list, you can create one during mail merge. For more info, see Data sources you can use for a mail merge. Step 2: Set up your mailing list The mailing list is your data source. Here are some tips to prepare your Excel spreadsheet for a mail merge. Add your 'source' email account to Outlook. Step 1: Prepare your main document Go to Mailings > Start Mail Merge > E-mail Messages.
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