How to do a mail merge for outlook 2016
Mail merge in Outlook 2016! Here's a step-by-step guide to help you do a mail merge using Outlook 2016:
Prerequisites:
- You have Outlook 2016 installed on your computer.
- You have a Microsoft Word document (.docx) or a template (.dotx) that you want to use for the mail merge.
- You have a list of contacts in Outlook that you want to merge with the Word document.
Step 1: Prepare your Word document
- Open your Word document or template.
- Make sure it's in a format that can be used for mail merge, such as a table or a form.
- Insert any fields you want to use for the merge, such as [First Name], [Last Name], [Email Address], etc.
Step 2: Set up your Outlook contacts
- Open Outlook and go to the "Contacts" folder.
- Select the contacts you want to use for the mail merge.
- Right-click on the selected contacts and choose "Export to a file" (or press Ctrl+Shift+E).
- Choose "Comma Separated Values (CSV)" as the file format and save the file to a location on your computer.
Step 3: Create a new Word document for the mail merge
- Open a new Word document or use an existing one.
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and then "Use an Existing List".
- Browse to the CSV file you exported from Outlook and select it.
Step 4: Merge the data
- Click on the "Finish & Merge" button in the "Mailings" tab.
- Choose "Edit Individual Documents" to merge the data with the Word document.
- Word will create a new document for each contact in your list, using the data from the CSV file.
Step 5: Customize and send the merged documents
- Review the merged documents to ensure they're correct and make any necessary changes.
- Save the merged documents to a location on your computer or send them directly from Outlook.
- You can also use the "Send to" feature in Outlook to send the merged documents as emails.
Tips and Variations:
- You can use other file formats, such as Excel (.xlsx) or Access (.mdb), instead of CSV.
- You can use more advanced mail merge features, such as conditional formatting and data validation, in Word.
- You can also use third-party add-ins, such as Mail Merge Toolkit, to enhance the mail merge functionality in Outlook.
I hope this helps you with your mail merge in Outlook 2016!