This will help you avoid mistakes like this one ⤵️ When you’re done inserting your merge fields, you can preview the results of your mail merge. And we replaced it with the «Guest» merge field. And replace all your placeholders with the corresponding merge fields.įor example, on the screenshot below, we selected the placeholder. your Excel spreadsheet) with your template email (i.e. You’ve now linked your mail merge data (i.e. And go back to your Word document.įrom there, click on Select Recipients. Once you’re happy with your Excel spreadsheet, you can save it on your device. Link your Excel spreadsheet with your Word document Otherwise Microsoft Word won’t be able to read them. Once this is over, your Excel spreadsheet should look something like this ⤵️īefore moving on to the next step, make sure that all the data you want for your mail merge is located on the first sheet of your Excel spreadsheet.Īnd that data entries with postal codes, percentages or currencies are correctly formatted in your spreadsheet. We’ll now fill each column with the relevant data. In this example, we’ll create 5 columns, since we have 5 different placeholders in our template email:Īnd we’ll add one more column with all of your recipients’ email addresses. Make sure that the column names in your spreadsheet match the field names you want to insert in your mail merge. And a new column for each field you want to personalize. And open a new spreadsheet.Ĭreate a new row for each recipient in your mail merge. The next step is to prepare your mail merge data. Use placeholders such as whenever you want to personalize your email. And then select Email messages.Ĭompose your email in your Microsoft Word document. The easiest way to create one is to open a new Microsoft Word document on your computer. To create a mail merge, you need 2 things. Sounds good? Then let’s see how you can use a Microsoft Excel spreadsheet to set up your mail merge data. Which will in turn lead to higher response rates. Your recipients will feel like your email was written specifically for them. Because you can use Excel’s mail merge feature to send customized messages. And use it to personalize your template email in Word. Microsoft will then fetch your data in Excel (first names, email addresses, company names…). Instead of writing a different email for each recipient (which would be way too long), you can create a template email in Word. Mail merge is a powerful Microsoft Excel feature that lets you send personalized emails. Unless you learn how to mail merge in Excel. And send them manually.īut what if you want to invite 50, 500 or even 5,000 people? This is going to take an absurd amount of time. If you want to invite 5 people, this shouldn’t be a problem. Making sure to address each of your recipients by their first name. So you decide to personalize your message. And you know that a generic email won’t cut it. You want to send out an email to invite multiple recipients to an upcoming event. In this quick guide, we’ll show you how to mail merge in Excel. Mail merge is a built-in Excel feature that lets you send customized emails to hundreds or even thousands of recipients.
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