How to use mail merge to send multiple emails

Mail merge is a powerful feature in Microsoft Outlook that allows you to send personalized emails to multiple recipients using a template. Here's a step-by-step guide on how to use mail merge to send multiple emails:

Prerequisites:

  1. Microsoft Outlook 2010 or later version
  2. A list of email addresses and corresponding data (e.g., names, addresses, etc.) in a CSV file or an Excel spreadsheet

Step 1: Prepare your data

  1. Create a CSV file or an Excel spreadsheet with the following columns:
    • Email address (Recipient's email address)
    • First name (Recipient's first name)
    • Last name (Recipient's last name)
    • Any other relevant data you want to include in the email (e.g., company name, address, etc.)
  2. Save the file as a CSV file (e.g., "recipients.csv") or an Excel spreadsheet (e.g., "recipients.xlsx")

Step 2: Create a mail merge template

  1. Open Microsoft Outlook and create a new email message.
  2. Write the email content, including placeholders for the recipient's data (e.g., {First Name}, {Last Name}, etc.).
  3. Use the "Insert Placeholder" button (or press Ctrl + Shift + F9) to insert placeholders for the recipient's data.
  4. Save the email as a template (e.g., "template.htm") in a location of your choice.

Step 3: Set up the mail merge

  1. Open Microsoft Outlook and go to the "Mail Merge" tab in the "Developer" ribbon.
  2. Click on "Mail Merge" and select "Send Email" from the dropdown menu.
  3. Select the CSV file or Excel spreadsheet you prepared earlier as the data source.
  4. Choose the template you created in Step 2 as the mail merge template.

Step 4: Configure the mail merge settings

  1. In the "Mail Merge" window, select the email account you want to use for sending the emails.
  2. Choose the email format (e.g., HTML, Plain Text, etc.).
  3. Set the "Send immediately" option to "Yes" if you want to send the emails immediately, or "No" if you want to save the emails as drafts.
  4. Click "OK" to start the mail merge process.

Step 5: Review and send the emails

  1. Outlook will create a new email message for each recipient using the template and data from the CSV file or Excel spreadsheet.
  2. Review the emails to ensure they are correct and personalized.
  3. Click "Send" to send the emails to the recipients.

Tips and Variations:

By following these steps, you can use mail merge to send personalized emails to multiple recipients using a template.