Using Word to do an Email Merge in Outlook

October 7, 2011 at 2:33 pm Leave a comment

Did you know you can use the Mail Merge task pane in Microsoft Word to create a group e-mail distribution through Outlook? I have spent countless hours sending personalized emails one-by-one, so I was pretty excited to learn this tool! This will surely come in handy for sales letters, event follow up and more.

Here is how to do it:

On the Tools menu, point to Letters and Mailings, and then click Mail Merge.

Under Select document type, click E-mail messages.

The active document becomes the main document, where you will type the body of your e-mail message.

The task pane guides you through the rest of the mail merge process. The following are more details, listed in step-by-step order.

  • Set up and display your e-mail message
  • Locate or create a data source, and then select recipients
  • Compose your e-mail message
  • Preview the messages and fine-tune the recipient list
  • Finalize distribution settings and send the messages

For more detailed instructions, watch the instructional video here

Using Word


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Entry filed under: General Marketing, Office 2010, Sales Tools, Tips and Tricks. Tags: , , , , , , , , , , , , .

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