This toggles between all of your recipients. To view additional emails to other recipients, click the left or right arrow next to Preview Results.Read through the email and ensure all merge fields have updated correctly.This will show you a live preview of the first recipient’s email. In the Mailings tab, click Preview Results.To preview results before sending, do the following: If you don’t, you risk sending your contacts an inaccurate or unfinished email. It’s always a good idea to preview your mail merge before actually sending it. Now it’s time to make sure everything is ready to send. Preview the Results of Your Outlook Mail Merge Click Insert Merge Field in the menu, then select the relevant column header from your spreadsheet. To do this, select your first placeholder. Once that is complete, it’s time to add the appropriate merge fields to your template.Then, check the box that says First row of data contains column headers. If there is more than one sheet, click the appropriate sheet to highlight it. If this is the case, Word will automatically highlight it. Chances are your spreadsheet only has one sheet. A new dialogue box will open asking you to choose the sheet that contains your recipients’ data.Find the file name of the spreadsheet you created, click on it, then select Open. This will open a pop-up window where you can select which list you want to import.From the dropdown menu, choose Use an Existing List… In the Mailings tab, click Select Recipients.You can do this by linking the spreadsheet you made in step 1 with the Word document you have open now. You’ve written the perfect template, and now it’s time to choose who you’re going to send it to. Link Your Excel Contact List to Your Email Template This will help you identify merge fields later on when you actually send the email.ģ. While placeholders like First Name and Last Name aren’t required in this step, it’s still a good idea to use them. In the body of the document, type your email template. Now you’ve successfully configured your Word document for a mail merge.Click the Start Mail Merge button, then select E-mail Messages from the dropdown menu.Near the center of the top menu, click on the Mailings tab.Launch Microsoft Word and click on Blank document.To prepare your mail merge in Word, follow these steps: If you miss any of these steps, it could cause problems when it comes time to actually send the email. You can let your creativity shine through in this step in order to create a message that will capture your audience’s attention.īe sure and configure your mail merge in Word correctly though. Now that you have created your list of contacts using Excel, it’s time to create your email template using Microsoft Word. Create an Email Template in Microsoft Word Type in a file name you’ll remember, then click Save.Ģ.
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