How to do mail merge from outlook
Mail merge from Outlook! Here's a step-by-step guide to help you merge your Outlook contacts with a Word document or an email template:
Method 1: Using Word's Mail Merge feature
- Open your Word document or create a new one.
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and then "Use an Existing List" or "Enter New List".
- Choose your Outlook contacts as the recipient list. You can do this by selecting "Outlook Contacts" from the dropdown list, and then selecting the contact folder you want to use.
- Click "OK" to import the contacts into Word.
- In your Word document, place your cursor where you want to insert the merge fields (e.g., names, addresses, etc.).
- Go to the "Mailings" tab and click on "Insert Merge Field" to insert the field you want to use.
- Repeat step 7 for each field you want to include in your merge.
- Click on "Finish & Merge" to merge the data with your Word document.
Method 2: Using Outlook's built-in mail merge feature
- Open your Outlook contacts folder.
- Select the contacts you want to merge with your document or email template.
- Right-click on the selected contacts and choose "Mail Merge" from the context menu.
- In the "Mail Merge" dialog box, select the type of merge you want to perform (e.g., Word document, email, etc.).
- Choose your Word document or email template as the merge target.
- Click "OK" to start the merge process.
- Outlook will create a new document or email with the merged data.
Tips and Variations
- To merge with an email template, create a new email in Outlook and use the "Insert Merge Field" feature to insert the merge fields.
- To merge with a Word document, create a new document in Word and use the "Mailings" tab to insert the merge fields.
- You can also use third-party add-ins, such as Mail Merge Toolkit or Merge Agent, to enhance the mail merge functionality in Outlook.
- If you're using Outlook 2010 or later, you can use the "Quick Steps" feature to create a custom mail merge action.
I hope this helps you with your mail merge needs!