Can you email a word document with mail merge
Yes, you can email a Word document with mail merge using Microsoft Word and Outlook. Here's a step-by-step guide:
Prerequisites:
- You have Microsoft Word and Outlook installed on your computer.
- You have a list of contacts in Outlook or a CSV file with the data you want to merge.
- You have a Word document with a mail merge template.
Step 1: Prepare your mail merge template
- Open your Word document and go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and choose "Use an existing list" or "Use a new list".
- If you choose "Use an existing list", select the contact list in Outlook or a CSV file.
- If you choose "Use a new list", create a new list by clicking on "Create a new list" and following the prompts.
- Design your mail merge template by inserting fields, such as names, addresses, and other information from your contact list.
Step 2: Merge your data
- Go back to the "Mailings" tab and click on "Finish & Merge".
- Choose "Edit Individual Documents" or "Send Email Messages" depending on your preference.
- If you choose "Edit Individual Documents", Word will create a new document for each contact in your list. You can then edit and save each document separately.
- If you choose "Send Email Messages", Word will create an email message for each contact in your list and attach the merged document to the email.
Step 3: Send the email
- If you chose "Send Email Messages", Word will open Outlook and create a new email message for each contact in your list.
- You can customize the email message by adding a subject, body, and attachments.
- Click on "Send" to send the email messages to your contacts.
Tips and Variations:
- You can also use Word's "Quick Parts" feature to insert fields and merge data.
- You can use conditional formatting to customize the appearance of your merged documents based on specific conditions.
- You can also use Word's "Rules" feature to automate the mail merge process and send the emails to specific contacts based on certain conditions.