*Please note that the following tutorial on attachments to the mail merge is provided in the Outlook 2010 interface, but will work for all versions of Outlook supported (2000 and up) – the only things different will be the placement of some buttons, that’s all!* If you want to follow this attachment mail merge tutorial step-by-step, you can download and install the trial version of Easy Mail Merge from here (you will be able to send out 10 emails/session in Trial mode). This is where Easy Mail Merge comes in, one of our best ideas yet – with it, you can easily personalize and manage all your campaigns, import outside contacts, schedule your sent emails, as well as insert attachments to the mail merge, and no coding know-how or extra effort is required. If you just want to send a generic newsletter to a select contact list from Outlook (since it can only send messages to Outlook contacts and addresses lists), then it will probably suffice, but what about a larger, more dynamic user base? What if you have your mail merge address list outside Outlook, saved in a different file? And here we come to this week’s topic: what if you want to add an attachment to the mail merge campaign? The short answer is: you can’t – although you have the option to insert a file attachment, the outgoing email will include just the file shortcut, not the file itself! While workarounds for external addresses lists and so on could be found, this last requirement can only be accomplished by either spending a couple of hours inserting code in different Outlook files (and no one can guarantee the attachment mail merge’s success – also, many users are not familiar with the VBA Editor), give up or try a 3 rd party solution. This is one of the lesser known features of Outlook and, even with its many limitations and intricacies, the results can still be regarded as good – it depends on each user’s requirements. Not many people know that you can perform a mail merge campaign without any additional, 3 rd party software installed – the only programs needed are Microsoft Outlook and Word. How can you send out a mail merge email with attachments? The email can have many layouts and be about any number of subjects, but the action is the same it can be personalized, contain one or more attachments and so on, all done automatically through different means and/or programs. The action where one (be it company or person) sends out a number of documents from a single template form and a structured data source is called a mail merge email campaign. In the list of contacts, select the contacts you want to send bulk mail, and then choose OK.įor Apple contacts, in the Query Options dialog box, under Apple Group Contacts, choose the group you want send bulk mail and then choose OK.I think that, these days, everyone who has an email address is subscribed to at least one newsletter or site and receives updates from them periodically. If you selected Choose from Outlook Contacts or Apple Contacts, follow these steps:Ĭhoose Filter Recipients to select the recipients you want to include.įor Outlook contacts, in the Query Options dialog box, next to List mail merge recipients by, select Complete record. If you chose to open an Excel spreadsheet, In the Open Workbook dialog box, select the sheet you want to use, and leave Cell Range blank to use the entire worksheet or enter a cell range for the data you want to use, and then choose OK. If you selected Use an Existing List, follow these steps:īrowse to the file you want to use and choose Open. When all of the fields are set up the way you want them, choose Create to create the list. Tip: To change the order of the fields, select the field you want to move, and then use the up or down arrows to move the field where you want in the list. Mail merge pulls information from the mailing list and puts it in your main document, resulting in a personalized for each person.įollow the steps below to create and print personalized letters using mail merge. This document is a combination of the main document and the mailing list. Your mailing list has names, for example, and your main document is the letter that will be addressed to the names in your list. This document contains the data that is used to populate information in the letter. The body of the letter is an example of identical content. This document contains text and graphics (a logo or image, for example) that are identical for each version of the merged document. There are three files involved in creating and printing letters using the mail merge process: Only specific sections of the letter vary and are personalized. Each letter that is produced has identical layout, formatting, text, and graphics. When you have bulk mail to send to people on your mailing list, you can use mail merge to create a batch of personalized letters. Applies To: Word for Office 365 for Mac Word 2016 for Mac
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