How do you mail merge from excel to outlook
Mailing merging from Excel to Outlook involves using Excel's mail merge feature to create a list of contacts and then using Outlook's mail merge feature to send personalized emails to those contacts. Here's a step-by-step guide on how to do it:
Step 1: Prepare your data in Excel
- Open your Excel spreadsheet and create a table with the following columns:
- Email address
- First name
- Last name
- Subject (optional)
- Body (optional)
- Enter the data for each contact in the corresponding columns.
- Make sure the email addresses are in a single column and are formatted correctly (e.g., [email protected]).
Step 2: Create a mail merge in Excel
- Go to the "Data" tab in Excel and click on "From Text" in the "Get & Transform Data" group.
- Select "From Microsoft Query" and click "OK".
- In the "Query Editor", click on "New Query" and select "Excel Data Source".
- Select the table you created in Step 1 and click "OK".
- In the "Query Editor", click on "Design" and then click on "Mail Merge" in the "Tools" group.
- Select "Outlook" as the mail merge recipient and click "OK".
- In the "Mail Merge" dialog box, select the columns you want to use for the mail merge (e.g., Email address, First name, Last name).
- Click "OK" to create the mail merge.
Step 3: Send the mail merge in Outlook
- Open Outlook and go to the "Mail" tab.
- Click on "New Email" and then click on "Mail Merge" in the "Tools" group.
- Select the mail merge you created in Step 2 and click "OK".
- In the "Mail Merge" dialog box, select the email template you want to use (or create a new one).
- Click "OK" to send the mail merge.
Tips and Variations
- You can customize the email template by adding placeholders for the contact information (e.g., {First Name}, {Last Name}, {Email Address}).
- You can also add attachments to the email by selecting the "Attachments" tab in the "Mail Merge" dialog box.
- If you want to send the emails in batches, you can select the "Batch Send" option in the "Mail Merge" dialog box.
- You can also use VBA macros to automate the mail merge process.
Limitations
- The mail merge feature in Excel has some limitations, such as the number of recipients (typically 1000) and the size of the email attachments.
- The mail merge feature in Outlook also has some limitations, such as the number of recipients (typically 1000) and the size of the email attachments.