No matter what program you use, the process for mail merging is essentially the same. It can be used by mail merge outlook mac users as well as mail merge word, mail merge excel and more! Make sure that Outlook is set as your computer’s default email program.Mail Merge Outlook Mac is a fantastic feature that helps you send personalized emails to everyone on your list. Select the right-most icon to generate email message. Make sure your personalization inserts have worked properly with the recipient list. For each personalization aspect in your email, place the cursor in the correct location, then select the corresponding field and click “Insert.” If you added any personalization aspects in Step 1, select “More items…” on this screen. This was completed in Step 1, but you can make any adjustments to the e-mail message now as well. Optionally filter or sort recipients if you would like to send the message to only a portion of those in the Excel file by selecting “Edit recipient list." Select “Use an existing list” then browse for the file created in Step 2.
Having already opened the drafted email, select “Use the current document,” then click next. Select the radio dial for “E-mail messages” and click next at the bottom of the sidebar. Open the Word document created in Step 1 and follow the step-by-step below in Word’s Mail Merge Manager under Tools > Mail Merge Manager. Make sure all of the data you need is contained in Sheet 1 of the workbook.
Using Excel, and again saving to your local drive, create a new workbook that includes separate columns First Name, Last Name, Email Address, and any details you’d like to include to personalize the message. Use temporary placeholders for first name, last name, and any other details you would like to personalize in the final text. Using Word, create a new document that includes your full message to recipients. Mail Merge Using Microsoft Office Suite (Word, Excel) and Outlook in Windows We have put together this step-by-step explanation on how to mail merge and set up emails sent to relatively large mailing lists using Microsoft Outlook and Microsoft Word with Windows. When you need to send a large number of personalized emails, but not enough to justify using a full marketing automation platform, mail merge can be a powerful tool.
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