How to mail merge from outlook to word
Mailing merging from Outlook to Word is a powerful feature that allows you to send personalized emails to multiple recipients using data from your Outlook contacts. Here's a step-by-step guide on how to do it:
Prerequisites:
- You need to have Microsoft Word and Outlook installed on your computer.
- Make sure you have a Microsoft account or a valid license to use Microsoft Office.
Step 1: Create a new Word document
- Open Microsoft Word and create a new document.
- Go to the "Mailings" tab in the ribbon.
- Click on "Select Recipients" and then "Use an Existing List" to select the contact list you want to use for the merge.
Step 2: Set up the merge
- In the "Select Recipients" dialog box, select the contact list you want to use for the merge.
- Click "OK" to close the dialog box.
- In the "Mailings" tab, click on "Write & Insert Fields" to insert fields from your contact list into the document.
- Select the fields you want to insert, such as "First Name", "Last Name", "Email Address", etc.
- Click "OK" to insert the fields into the document.
Step 3: Create the merge
- In the Word document, type the text you want to use for the merge.
- Insert the fields you selected in Step 2 into the document using the "Insert Field" button.
- Use the "Merge" button to merge the data from your contact list into the document.
Step 4: Send the merged documents
- Once the merge is complete, you can send the merged documents to your recipients.
- Go to the "Mailings" tab and click on "Send to" to send the documents to your recipients.
- Select the email account you want to use to send the documents.
- Enter the subject line and message body for the email.
- Click "Send" to send the documents to your recipients.
Tips and Variations:
- You can use multiple contact lists for the merge by selecting multiple lists in the "Select Recipients" dialog box.
- You can also use filters to select specific contacts for the merge based on criteria such as company, job title, or location.
- You can customize the merge by using conditional formatting to change the appearance of the document based on the data being merged.
- You can also use the "Merge to PDF" feature to save the merged documents as PDF files.