Mail merge 365 outlook

Mail merge in Microsoft Outlook 365!

Mail merge is a powerful feature that allows you to combine a template with a data source to create personalized emails. Here's a step-by-step guide on how to do a mail merge in Outlook 365:

Prerequisites:

  1. You have a Microsoft 365 subscription with Outlook.
  2. You have a template (e.g., a Word document or an HTML file) that you want to use as the basis for your mail merge.
  3. You have a data source (e.g., an Excel spreadsheet or a CSV file) that contains the information you want to use for the mail merge.

Step 1: Prepare your data source

  1. Open your data source (e.g., Excel spreadsheet or CSV file) and make sure it's organized in a way that makes sense for your mail merge. For example, if you're sending emails to customers, you might have columns for name, email address, and order details.
  2. Save your data source file.

Step 2: Create a new email message

  1. Open Outlook 365 and create a new email message by clicking on the "New Email" button in the Home tab.
  2. In the "To" field, enter the email address of the person you want to send the email to (e.g., a placeholder like "Recipient" will be replaced with the actual email address during the mail merge process).

Step 3: Set up the mail merge

  1. In the "Message" tab, click on the "Insert" button and select "Mail Merge" from the drop-down menu.
  2. In the "Mail Merge" dialog box, select "Use an existing template" and browse to the location of your template file (e.g., a Word document or HTML file).
  3. Click "Open" to load the template into the mail merge editor.

Step 4: Map the data source to the template

  1. In the mail merge editor, you'll see a "Data Source" tab. Click on this tab to map the fields in your data source to the corresponding fields in your template.
  2. For each field in your template, select the corresponding field from your data source and click "OK" to map it.

Step 5: Run the mail merge

  1. Click "OK" to run the mail merge process. Outlook will replace the placeholders in your template with the actual data from your data source.
  2. Review the resulting email message to ensure it looks correct and contains the desired information.

Step 6: Send the emails

  1. Click "Send" to send the email message to the recipients.

Tips and Variations: