- #MAIL MERGE FROM EXCEL TO EMAIL HOW TO#
- #MAIL MERGE FROM EXCEL TO EMAIL INSTALL#
A popup will appear in which you'll have to configure your email data. Go to Finish & Merge > Send E-mail Messages. If everything looks as desired, it’s time to send emails. Use given arrows to see how the email will look to different recipients. If you want to preview the final results, click Preview Results from the navbar. If the “Dear Customer” still appears together with the “«GreetingLine»”, you need to remove it. Now a “«GreetingLine»” will appear on the first line. After all of the above steps are completed, click OK. You can preview the greeting line for each recipient using the given arrows. Then type “Dear Customer” or another appropriate name that’ll be shown to invalid recipient names. from the second dropdown, and a comma (,) from the third dropdown. You can choose any format you want but for this guide, choose Dear from the first dropdown, Joshua Randall Jr. Then select the sheet that contains the customer data in that Excel document and click OK.Īfter that, select the first line and click the Greeting Line. Then select the Excel file that you previously created. Go to Select Recipients > Use Existing List. You have many options, but choose Normal Word Document for this guide. Go to Mailings > Start Mail Merge > Normal Word Document. You have the freedom to create any type of email layout, but we’ve used a generic email template for this guide. Open a new Word document and create the email body. Give it an appropriate name like “Customer details” or an easily understood name and close the Excel app.įollow these steps to create your email in Word: While you can add or remove any column you want, you must add the Name and Recipient columns with their respective data. Open a new Excel document and add the required fields. Configuring your data in Excelįollow these steps to set up your Excel sheet: The entire process involves mainly two steps:Ĭonfiguring your email in Word and sending the emails. #MAIL MERGE FROM EXCEL TO EMAIL HOW TO#
How to send personalized emails via mail merge in Outlook? So assuming you have a small list, follow these steps to send personalized emails via mail merge in Outlook. This is not ideal for users who have a list of tens of thousands of recipients and need advanced personalization features. This is a suitable solution for users with a small list. You can send only 30 messages per minute.ĭue to these limitations, this method of sending emails may not be ideal for you. You can send emails to 10,000 recipients per day. Microsoft 365 subscribers’ sending limits sending limitsįor non-subscribers of Microsoft 365 subscription, the limits vary depending on the account’s credibility in the system.įor Microsoft 365 subscribers, you can send emails to a maximum of 5,000 recipients a day, and each message can be sent to a maximum of 500 recipients. Microsoft does impose a sending limit for these cases, as shown below. Outlook itself doesn’t have any sending limits but not in and for Microsoft 365 subscribers. When should you use mail merge in Outlook? So let’s look at when you should and should not use mail merge in Outlook. However, you will find a few limitations while using this method, so it may not suit every scenario. In Outlook, you can use mail merge to send emails like greetings, offers, invoices, work attachments, holiday emails, etc.
#MAIL MERGE FROM EXCEL TO EMAIL INSTALL#
So make sure to install all three and set up your accounts before proceeding with the next steps.
This method requires three tools from Microsoft: Word, Excel, and Outlook. Mail merge in Outlook is a method of sending personalized emails in Outlook.
Advanced features of mail merge in Outlook. How to send personalized emails via mail merge in Outlook?. When should you use mail merge in Outlook?. Let’s uncover the details of mail merge in Outlook and the method of sending personalized emails using it. All you need are three Microsoft apps: Word, Excel, and Outlook. But you need not need to worry as you can use mail merge in Outlook to send personalized emails without using an ESP. 
However, you may require an all-in-one ESP to send personalized emails to a huge audience, and not everyone can afford one or have time to learn new ESP softwares. So the generic “Dear Customer” emails won’t make a good impression anymore. A study conducted by McKinsey & Company revealed that 71 percent of consumers expect to get personalized experiences in their commercial emails.
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