Mail merge excel outlook

A classic combination!

Mail merge is a powerful feature that allows you to combine data from an Excel spreadsheet with a template in Outlook to create personalized emails. Here's a step-by-step guide to help you get started:

Prerequisites:

1. Excel 2010 or later version
2. Outlook 2010 or later version
3. A template in Outlook (e.g., a Word document or an HTML file)

Step 1: Prepare your data in Excel

1. Create a table in Excel with the data you want to use for the mail merge. This can include columns for names, addresses, phone numbers, and any other relevant information.
2. Make sure the data is organized and formatted correctly.

Step 2: Create a template in Outlook

1. Open Outlook and create a new email message.
2. Design the email template using the Outlook editor or by attaching a Word document or HTML file.
3. Use placeholders (e.g., [Name], [Address], [Phone Number]) to indicate where you want the data from Excel to be inserted.

Step 3: Set up the mail merge in Excel

1. Open the Excel file containing your data.
2. Go to the "Data" tab in the ribbon.
3. Click on "From Text" in the "Get & Transform Data" group.
4. Select "From Outlook" and then "Mail Merge".
5. Choose the template you created in Outlook and select the data range you want to use for the mail merge.

Step 4: Run the mail merge

1. Click "OK" to start the mail merge process.
2. Excel will merge the data with the template, creating a new email message for each record in your data.
3. The resulting emails will be saved in your Outlook inbox.

Tips and Variations:

• You can use multiple data sources for the mail merge by selecting multiple ranges in Excel.
• You can also use formulas and formatting in Excel to customize the data before merging it with the template.
• If you're using a Word document as your template, you can use Word's built-in mail merge feature to merge the data with the template.
• You can schedule the mail merge to run automatically using Outlook's rules feature.

By following these steps, you can create personalized emails using data from Excel and a template in Outlook. Happy mail merging!