Mail merge from excel to outlook with attachments

MAIL MERGE FROM EXCEL TO OUTLOOK WITH ATTACHMENTS HOW TO

If you've selected the Contact fields in current view option, make sure all the fields intended for the merge (including the Email field!) are displayed in the current view. Here are the settings for our sample mail merge:

For Message subject line, type whatever subject you see fit (you will be able to edit it later).

The comma-delimited data will be saved in a Word document (*.doc). Under Contact data file, select the Permanent file check box if you wish to save the selected contacts and fields for future use.

Existing document - to browse for the existing document that you wish to use for the merge.

New document - to create the document file from scratch.

Contact fields in current view - if you've configured your view so that only the fields to be included in the merge are displayed.

All contact fields - if you want all of the contact fields to be used in the merge.

Only selected contacts - if you've selected the contacts that you want to email to.

All contacts in current view - if you've filtered your view so that only the target contacts are visible.

Under Contacts, choose one of the following: In the Mail Merge Contacts dialog box, select the options that work best for you. With the contacts selected, go to the Home tab > Actions group, and click the Mail Merge button. The screenshot below shows Outlook contacts grouped by category, with the Business category contacts selected:

To add more columns to the current view, right-click any column name, click View Settings > ColumnsРІР‚В¦.

To remove irrelevant columns from view, right-click the column name, and then click Remove This Column.

To make the mail merge easier, you can display only relevant fields, and then use the fields in the current view for the merge.

Outlook contacts contain a total of 92 fields, many of which are empty.For only the relevant contacts to be visible, perform a search based on the company, country or category.You can sort contacts by Category, Company or Location by clicking the corresponding button on the View tab in the Arrangement group.To visually see the fields that will be used in the merge, select the Phone or List view on the Home tab, in the Current View group.For this, switch to your Outlook Contacts (the CTRL + 3 shortcut will take you there right away), select the desired folder on the left pane, and then pick the people of interest. Select your Outlook contactsР”Р‡irst off, you need to choose which of your contacts to send an email to. For convenience, we'll break down the whole process into 6 meaningful steps. If all the people you want to address are already in your Outlook Contacts folder, you can perform a mail merge directly from Outlook.

MAIL MERGE FROM EXCEL TO OUTLOOK WITH ATTACHMENTS HOW TO

Mail merge is a process of creating mass emails tailored for each recipient by taking data from a database, spreadsheet, or other structured file.Р”В«asically, you prepare your message template putting placeholders where appropriate, and a mail merge pulls the recipient's details (such as a name, email address, etc.) from a source file and inserts them into an email in the place of the placeholders.Р”В®ventually, everyone's happy - recipients feel unique and valued getting an individual message addressing their specific concerns, and you enjoy an improved engagement rate ) How to do a mail merge in Outlook How to mail merge from Excel to Outlook.How to mail merge from Word using Outlook contacts.There are a few ways to do a mail merge in Outlook, and we are going to look closely at each method.

It works great for sending out business updates, season's greetings, and the like, so that every recipient gets a personal email with their own information, without knowing who else this message has been sent to. Whenever you need to send personalized emails to multiple recipients, mail merge is a real time-saver. In this tutorial, we'll have an in-depth look at how to mail merge in Outlook 365, Outlook 2021, Outlook 2019, Outlook 2016 and earlier.

Mail merge from excel to outlook with attachments