Bulk mail from pivot table in excel

To send bulk mail from a pivot table in Excel, you can follow these steps:

Step 1: Prepare your data

• Make sure your pivot table is set up with the columns you want to use for the mail merge.
• Ensure that the data is clean and free of errors.

Step 2: Create a mail merge template

• Open Microsoft Word and create a new document.
• Set up a mail merge template with the fields you want to use for the mail merge. For example, if you want to send a letter to each customer, you might set up fields for the customer's name, address, and email.
• Save the template as a Word document (.docx).

Step 3: Export the pivot table data to a CSV file

• Go back to your Excel spreadsheet and select the entire pivot table.
• Go to the "Data" tab in the ribbon and click on "From Table/Range" to export the data to a CSV file.
• Choose a location to save the file and give it a name.

Step 4: Use Word's mail merge feature

• Open your mail merge template in Word.
• Go to the "Mailings" tab in the ribbon and click on "Select Recipients" > "Use an Existing List".
• Browse to the location where you saved the CSV file and select it.
• Word will import the data from the CSV file and match it to the fields in your mail merge template.

Step 5: Customize the mail merge

• Use the fields from your pivot table to customize the mail merge. For example, you might use the customer's name and address to personalize the letter.
• Use Word's mail merge features to insert the data into the template.

Step 6: Send the mail

• Once you've customized the mail merge, you can send the mail to the recipients.
• Go to the "Mailings" tab in the ribbon and click on "Finish & Merge" > "Send Email" (if you're sending an email) or "Print" (if you're printing the letters).

Tips:

• Make sure to test your mail merge before sending it to a large number of recipients.
• Use a clear and concise subject line and body text to ensure that your email is delivered successfully.
• Consider using a mail merge add-in for Excel, such as Mail Merge Toolkit, to simplify the process.