At this step, you can preview the results and edit ready-to-send messages if necessary. Preview the messages and complete the mergeĪfter allocating all placeholders in your document, check the results by proceeding to Step 5, "Preview your email messages". To add a block to the document, click OK. Select Address Fields to insert standard fields or Database Fields to insert custom fields from a data table in the window that opens. To add individual placeholders, click More items. These blocks contain ready-made formatting for inserting data from the source file, which you can check immediately using the preview from your recipient list. The program offers ready-to-use placeholders filled with data from the table by clicking on Match Fields on the ribbon or in the "Address block" / "Greeting line" window. The data to fill in the fields will be suggested depending on which source you selected in the previous step. Once you've got the recipients selected, proceed to Step 4, "Write your message".Ĭreate the message text and add placeholders in the right places to be filled in with individual data from an Excel spreadsheet or ready-made template options. This is primarily a selection of the recipient list from the existing data-source list, Outlook contacts, or a new list that can be created right here. In Step 3, select the data source for the mail merge. Merge data source with a message template Select a saved mailing message template and continue editing. Select starting document you want to use as the basis: In Step 1, "Select document type," check the Email messages box and go to Step 2, "Starting document". Start the "Step-by-Step Mail Merge Wizard": on the Mailings ribbon tab, click Start Mail Merge, and at the bottom of the drop-down list, select Step-by-Step Mail Merge Wizard. To combine data from the source table with the mailing text, you need to create a message template with fields for this data. After you finish entering data into the table, save it. The table columns must contain a header, and personal information is in separate rows for each recipient. In general, the data table looks like this:
#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK HOW TO#
Discover more about creating an Excel Data Table in our article on how to mail merge from Excel to Outlook. The program will then add that information to the indicated fields, i.e., merge the data from the file with the message template. To add personal information to your message template, you must first assemble it into a data table.
#HOW TO MAIL MERGE FROM EXCEL TO OUTLOOK FOR FREE#
Try For Free Create an Excel data file with personal information All the emails Sent using Mail merge are listed in the Sent folder in your Mailbox.Learn More. You can also use filters to view Sent, delayed and failed emails. Click on the relevant one to view the report summary statistics including Subject, Number of recipients, Number of emails Sent, In queue and Failed.
The Report title is the subject of your email. You can view the report summary of the bulk emails you've sent using the Mail Merge from the Mail Merge history option. Click on the Preview mail merge option to open the preview window. You can also send a test email to yourself or send the emails to recipients from the mail merge preview window.
Pick the appropriate file from the options listed. You can also preview the file by hovering over it.You can use Zoho Sheet or Zoho Forms or upload CSV, XSL files from your device. (You can also create a new template by clicking the Create template option) Click Insert Template and choose your desired template.Navigate to the eWidget icon and select Mail Merge from the app menu.After that is done, edit the template to insert these fields by entering the field title within two sets of braces in the appropriate location to insert the names of recipients in its place when you send the email. In case you want to add more customizations in the email, you need to add columns/ fields in your source file with the relevant title(s) and its corresponding details. The source file should contain a field or column named ' To' with email addresses of the recipients in it. Source file - A data file with variable values like spreadsheet or forms.A document - In this case, an email template.Mail Lite users can send emails to upto 250 recipients per day and Mail Premium users can send emails to upto 500 recipients per day using Mail Merge.This feature is available in all our paid plans.Mail merge is enabled by default and can be used from eWidget in Zoho Mail.
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