3/7/2024 0 Comments Mail merge outlook office 365![]() You’ll need to add an intermediary step and get Word involved. (Or Outlook 365.) You can’t just connect an Excel file data source to Outlook it doesn’t have a native mail merge feature. For more info, see Data sources you can use for a mail merge.įor more info, see Mail merge: Edit recipients.įor more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge. Let’s make one important distinction clear off the bat: It’s hard to run a mail merge in Microsoft Outlook. ![]() Connect and edit the mailing listĬonnect to your data source. Use the Start Mail Merge drop-down arrow to select 'Step-by-Step Mail Merge Wizard.' Youll see a sidebar open on the right which walks you through the mail merge process. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. When you finish your message and are ready to create the merge, go to the Mailings tab. Interestingly, I have managed a work-around using. My default email client is Gmail, the latest version. I am using the locally installed version of Outlook. I performed step one and selected five names from my Outlook Address book. Choose the options you want, and then select OK. For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. When I try to merge Office 365 Word or Publisher documents to send to recipients via email, I can get all the way through the process, but the emails never arrive at their destinations. In Outlook, go to Contacts, and select the name you want to include. ![]() Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. Here are some tips to prepare your Excel spreadsheet for a mail merge.
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