To discover how to create a data-source table for a mail merge, read about mail merge using Outlook and Excel.
A common format for such a table is a CSV file. The column headers are used in merge fields to indicate where to add data from the table. It is commonly a table containing email addresses and personal data in one row for each address. The first document for a mail merge contains recipient data. If you are going to send emails with different files attached, learn about mail merge with individual attachments. Email template with the fields to insert personal information.īesides, you may need to prepare mutual or separate attachments to attach any files to your mails.Source file with the data to personalize the messages in the mailing.Preparing data for the mail mergeīefore setting the utility, you need to create two main documents: Before starting the program configuration, make the necessary preparations for the mail merge. The program enables you to choose an Outlook account and a sender mailbox, fix the sending time, select the rows from the data table for the mail merge.Īfter you have installed the add-in, launch it from the tab of the Outlook ribbon or from the separate application. You may put data from a source table anywhere in an email. The extended version of this mail merge tool provides additional features for bulk messaging.
Specify the path to the attachment files to send to different recipients in the data-table or when configuring the utility. Any table in MS Excel format can be saved as a. Use a standard CSV spreadsheet file as the data source for a mail merge. Creating such an email draft directly in Microsoft Outlook, you can see the email in the same way as recipients do. This mail merge Outlook software individualizes mass mail campaigns, personalizing the email body, address, subject fields, or even the attachments in each mailing message.Īs an email text source, the utility uses standard Outlook format files: OFT or MSG. Microsoft Outlook provides no built-in feature for mail merge, but it's a very simple task for the Mail Merge with Attachments utility.
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