How to do mail merge in goutlook
Mail merge in Outlook! Here's a step-by-step guide to help you do a mail merge in Outlook:
What is Mail Merge? Mail merge is a process of combining a standard template with a list of data to create personalized documents, such as emails, letters, or reports. In Outlook, you can use mail merge to send personalized emails to a group of contacts.
Prerequisites:
- You need to have Outlook 2010 or later version installed on your computer.
- You need to have a list of contacts in Outlook, which you want to use for the mail merge.
- You need to have a template (e.g., an email) that you want to use as the basis for the mail merge.
Step-by-Step Instructions:
1. Create a new email template:
- Open Outlook and create a new email by clicking on the "New Email" button in the Home tab.
- Write the basic email content, including the subject line, greeting, and any common text that you want to include in all emails.
- Save the email as a template by clicking on the "Save As" button and selecting "Outlook Template" (.oft) as the file type.
2. Prepare your contact list:
- Open the Contacts folder in Outlook and select the contacts that you want to use for the mail merge.
- You can also use a CSV file or an Excel spreadsheet as the data source.
3. Set up the mail merge:
- Open the email template that you created in Step 1.
- Click on the "Mailings" tab in the ribbon.
- Click on the "Select Recipients" button and choose "Use an existing list" or "Use a new list".
- If you choose "Use an existing list", select the contact list that you prepared in Step 2.
- If you choose "Use a new list", create a new contact list by clicking on the "Create a new list" button.
4. Merge the data:
- Click on the "Merge" button in the "Mailings" tab.
- Outlook will merge the data from your contact list with the email template, replacing placeholders with the actual data.
5. Review and send the emails:
- Review the merged emails to ensure that they are correct and personalized.
- Click on the "Send" button to send the emails to your contacts.
Tips and Variations:
- You can use mail merge to send emails with attachments, such as documents or images.
- You can also use mail merge to send emails with conditional formatting, such as highlighting specific text or using different fonts.
- If you have a large number of contacts, you may want to consider using a third-party add-in, such as Mail Merge Toolkit, to simplify the process.