For instance, separate first names and last names in the spreadsheet if you choose to address the recipient by his first name only. Second, the creation of a template is rather transparent, for all you have to do is to make sure you have a separate column for every field in the template. First, Microsoft Excel spreadsheets is a popular way of storing and editing corporate data, such as lists of important customers and partners, especially for small and medium businesses. Mail merge from Excel spreadsheets is a powerful and efficient working tool enabling to automate personalized mass mailing with the use of integrated Microsoft Office functionality.
OUTLOOK MAIL MERGE FROM EXCEL HOW TO
In the present article we will give a brief overview of how to prepare and use Excel mail merge source files and also dwell on a few extra features of mail merge from Excel performed through Mail Merge Toolkit, a handy add-in for Microsoft Outlook. What is a mail merge source database supposed to look like? The up-to-date version of Microsoft Office provides for mail merge from a number of data sources, such as Microsoft Access databases, Active Directory entries, Microsoft Outlook Contacts, and Microsoft Excel spreadsheets. In a nutshell, mail merge works as an inverse template or, rather, super-template, when, instead of using the same template to create similar messages over and over again, a user creates just one template with a number of placeholders which propagates itself across all the messages adding specific values for each recipient from a pre-set database, such as the recipient’s email address, first name, date, price, city or position. Have you ever had to send out similar messages to a substantial number of recipients with just a few slight alterations in the body and the subject of the message? Have you ever had to deploy a personalized marketing campaign or send special offers to your most loyal customers so that any of them would feel truly special? Then you might have probably made use of the mail merge technology, or, at least have heard of it. Reporting solutions, add-ons for Microsoft Excel, Outlook Express Web Analytics, HelpDesk and Workflow solutions for SharePoint Manage signatures and disclaimers in corporate emailsĭownload emails from external POP3 servers to Exchange
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