How to do a mail merge from outlook

A mail merge from Outlook! Here's a step-by-step guide to help you do a mail merge from Outlook:

Prerequisites:

  1. You have Microsoft Word installed on your computer.
  2. You have a list of contacts in Outlook that you want to merge with a document.
  3. You have a document (e.g., a letter or an email) that you want to merge with the contact information.

Step 1: Prepare your document

  1. Open Microsoft Word and create a new document or open an existing one.
  2. Type the main content of your document, leaving placeholders for the contact information you want to merge.
  3. Use the following placeholders to indicate where you want to insert the contact information:
    • &[First Name] for the first name
    • &[Last Name] for the last name
    • &[Email Address] for the email address
    • &[Company] for the company name
    • &[Address] for the address
  4. Save your document as a Word document (.docx).

Step 2: Prepare your contact list in Outlook

  1. Open Outlook and go to the "Contacts" folder.
  2. Select the contacts you want to merge with your document. You can select multiple contacts by holding the Ctrl key while clicking on each contact.
  3. Right-click on the selected contacts and choose "Export Contacts" from the context menu.
  4. In the "Export Contacts" window, select "Comma Separated Values (CSV)" as the file format and choose a location to save the file.
  5. Click "Export" to export the contacts to a CSV file.

Step 3: Merge the contacts with your document

  1. Open Microsoft Word and open the document you prepared in Step 1.
  2. Go to the "Mailings" tab in the ribbon.
  3. Click on "Select Recipients" and then "Use an Existing List" from the drop-down menu.
  4. Browse to the CSV file you exported in Step 2 and select it.
  5. Click "OK" to import the contacts into Word.
  6. Word will create a new document with the contact information inserted into the placeholders you created in Step 1.

Step 4: Review and edit the merged document

  1. Review the merged document to ensure that the contact information is correct and formatted as desired.
  2. Make any necessary edits to the document, such as changing the font or layout.
  3. Save the merged document as a new file.

Tips and Variations: