When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Mail merge - A free, 10 minute, video training Use mail merge to create and send bulk mail, labels, and envelopes In your mail merge document, you add the symbols before or after the merge fields like this: If you include the symbols, the numbers make more sense. For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text). Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now. ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. ![]() Format a column of percentages as text if you want to avoid that multiplication factor. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. Format a column with numbers, for example, to match a specific category such as currency. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Save your spreadsheet with a new file name. Data is imported beginning with the named cell address. Make sure that Outlook is set as your computer’s default email program.Caution: The cell address in the Import Data dialog box shows the currently selected cell. Select the right-most icon to generate email message. Make sure your personalization inserts have worked properly with the recipient list. For each personalization aspect in your email, place the cursor in the correct location, then select the corresponding field and click “Insert.” ![]() If you added any personalization aspects in Step 1, select “More items…” on this screen. This was completed in Step 1, but you can make any adjustments to the e-mail message now as well. Optionally filter or sort recipients if you would like to send the message to only a portion of those in the Excel file by selecting “Edit recipient list." ![]() Select “Use an existing list” then browse for the file created in Step 2. Having already opened the drafted email, select “Use the current document,” then click next. ![]() Select the radio dial for “E-mail messages” and click next at the bottom of the sidebar. Open the Word document created in Step 1 and follow the step-by-step below in Word’s Mail Merge Manager under Tools > Mail Merge Manager. Make sure all of the data you need is contained in Sheet 1 of the workbook. Using Excel, and again saving to your local drive, create a new workbook that includes separate columns First Name, Last Name, Email Address, and any details you’d like to include to personalize the message. Use temporary placeholders for first name, last name, and any other details you would like to personalize in the final text. Using Word, create a new document that includes your full message to recipients. Mail Merge Using Microsoft Office Suite (Word, Excel) and Outlook in Windows We have put together this step-by-step explanation on how to mail merge and set up emails sent to relatively large mailing lists using Microsoft Outlook and Microsoft Word with Windows. When you need to send a large number of personalized emails, but not enough to justify using a full marketing automation platform, mail merge can be a powerful tool.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |