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MAIL MERGE WORD MAC HOW TO
MAIL MERGE WORD MAC FOR MAC
MAIL MERGE WORD MAC ZIP

Finally, we send the mail merge and an email is processed by Outlook to each contact from our list.

Your mail merge spreadsheet in 3 simple steps: Who’s on your mailing list? Who do you want to receive your message, and what information do you wish to personalize in it? The first step of the mail merge process is to create an excel spreadsheet that will act as our data source.

Put the email addresses in the first column.

Use separate columns for each data field you will insert into your personalized emails (be specific with your names as you’ll use them again).

Double-check everything for accuracy and ensure your contacts’ personalized information and email addresses are accurate.

Part 1: Configure the data used to personalize your message Minor errors are easy to miss when you’re working with bulk messages. The most common personalization used in a mail merge is to include the recipient’s name in the message greeting line. In our example, we’re sending a cold outreach sales email, so we will also include the contact’s company name.įinal step: Open the file menu and save your Excel document. Personalized fields will be formatted according to their selected data type in Excel in your email We will return to it once we’ve configured our email and are ready to set up our email recipients.

MAIL MERGE WORD MAC ZIP

Set cells to the appropriate format so currency fields, numbers with decimals, percentages, and zip codes show up correctly in your message.

MAIL MERGE WORD MAC FOR MAC

Part 2: Draft your email template in a Microsoft Word document #How to do mail merge in word and excel for mac zip Now that we have our mailing list together, it’s time to put together our source document in Word. The best way to draft your message is to get started without worrying about your personalization fields. Start your mail merge in Word with two steps Focus on your email content first and foremost the quality of your email will have the most significant impact on its success. Now it’s time to connect our Word document to the recipient list in Excel and configure Word to personalize the message based on our contact data. If you don’t see it, simply navigate to the Ribbon settings under the file menu and make sure the Mailings Tab is checked in the list of sections to include. Step 1: Start your mail merge from the ribbon button by clicking ‘ start mail merge’ and selecting ‘ Email Messages’ from the pull-down list.

Click ‘ Select Recipients’ from the drop-down list to define our data source.

Select your Excel document from the file picker.

When the system will show you the table selection dialog, select the appropriate sheet and data.

Insert personalization fields into your email template Note: If you’re on Mac, a dialog box asks if you want to trust the Excel Workbook text converter, connecting your Excel spreadsheet to your Word Email. Now it’s time to s wap out each of the fields in your email with the placeholder tags for the mail merge. When the mail merge runs, it will insert the corresponding value from your Excel file depending on who is receiving the email

Click ‘ Insert Merge Field’ and select from the list of field names.

#How to do mail merge in word and excel for mac zip.

MAIL MERGE WORD MAC HOW TO

#How to do mail merge in word and excel for mac how to.