Note: A record represents a recipient in your data file. Once you click OK, the mail merge messages will automatically get added to your Outlook Outbox. Type in the message Subject line, choose “ All” for Send records and click OK. From the dialog box that appears, choose the column header containing email addresses for the To: field.Ħ.

Click the Finish & Merge button and select Send Email Messages.ĥ. Click the arrows next to Preview Results to toggle between mail merge records and check for any merge field issues.Ĥ. Verify that the mail merge fields are displaying correctly.ģ. Click the Preview Results button under the Mailings tab in Word.Ģ.While your mail merge document is now ready, it’s always important to preview your message to ensure everything looks all right. Here’s what it’ll look like after inserting the merge field: Creating a merge document that contains your email body with specific placeholders for personalization (for example, in the Word Doc with the > merge field from the Excel spreadsheet.Performing a mail merge involves a few fundamental steps: This improves your engagement rate, as around 72% of recipients will engage only with emails that are personalized to reflect their specific interests. Why should you send personalized emails ?Ī personalized email looks like it’s tailor-made for a particular recipient, making it feel unique and relevant. Let’s jump right in, shall we? What Is a Mail Merge?Ī mail merge is an automated process of creating personalized mass emails by using data from a spreadsheet or database file.Įssentially, a mail merge fetches the details of multiple recipients from a source file and inserts them into your email message template. The Best Option for Mail Merges in 2021.

Limitations of Performing Mail Merges in Outlook.(Click on a link to jump to a specific section.) I’ll also cover some limitations of the mail merge Outlook process and highlight the best mail merge approach for 2021. In this article, I’ll walk you through the steps for how to perform a mail merge in Outlook. Performing a mail merge in Microsoft Outlook helps you send personalized mass emails to a large mailing list quickly.

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