Can you do a mail merge in outlook 365
Outlook 365 does not have a built-in mail merge feature like Microsoft Word or Excel. However, you can use a third-party add-in or a workaround to achieve similar results. Here are a few options:
Option 1: Use a third-party add-in
There are several third-party add-ins available that can help you with mail merging in Outlook 365. Some popular options include:
- Mail Merge for Outlook (by CloudMerges): This add-in allows you to merge data from Excel, CSV, or other sources into Outlook emails.
- Outlook Mail Merge (by MergeSoft): This add-in enables you to merge data from various sources, including Excel, CSV, and databases, into Outlook emails.
- AutoMerge (by AutoMerge): This add-in allows you to merge data from various sources, including Excel, CSV, and databases, into Outlook emails.
You can search for these add-ins in the Microsoft AppSource store or other online marketplaces.
Option 2: Use a workaround with Excel and Outlook
If you don't want to use a third-party add-in, you can use a workaround that involves creating a template in Excel and then using Outlook's "Rules" feature to automate the email sending process. Here's a step-by-step guide:
- Create a template in Excel with the data you want to merge (e.g., names, addresses, etc.).
- Create a new email in Outlook and insert the Excel template as an attachment.
- Use Outlook's "Rules" feature to automate the email sending process. You can do this by creating a new rule that applies to the email you just created.
- In the rule, specify the condition "When I send an email" and select the email you created in step 2.
- In the "Actions" section, select "Run a script" and choose the script that will merge the data from the Excel template into the email.
- Save the rule and test it by sending the email to a test recipient.
This workaround requires some technical expertise and may not be as efficient as using a dedicated mail merge add-in. However, it can still help you achieve your goal.
Option 3: Use a cloud-based mail merge service
Another option is to use a cloud-based mail merge service that integrates with Outlook 365. Some popular options include:
- Mailchimp: This email marketing platform offers a mail merge feature that allows you to merge data from various sources into Outlook emails.
- Constant Contact: This email marketing platform offers a mail merge feature that allows you to merge data from various sources into Outlook emails.
- Campaign Monitor: This email marketing platform offers a mail merge feature that allows you to merge data from various sources into Outlook emails.
These services often have a free trial or a basic plan that you can use to test their mail merge features.