{"id":4389,"date":"2023-06-30T06:20:11","date_gmt":"2023-06-30T06:20:11","guid":{"rendered":"https:\/\/www.emailsupport.us\/blog\/?p=4389"},"modified":"2023-07-05T10:39:05","modified_gmt":"2023-07-05T10:39:05","slug":"outlook-mail-merge","status":"publish","type":"post","link":"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/","title":{"rendered":"Use Outlook Mail Merge and Send Personalized Bulk Messages"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The Outlook email client is a robust personal information manager that facilitates a seamless mail exchange, calendar management, and contact storage. One of the most dynamic functionalities is the <\/span><b>Outlook mail merge<\/b><span style=\"font-weight: 400;\">. This feature is perfect for those wanting to send emails to a big list of individuals. At the same time, the number isn\u2019t large enough to justify using professional marketing automation software.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">What\u2019s great about mail merge is that you can send personalized emails to a big group of people without any of them knowing who else the message has been sent to. Thus, your <a rel=\"nofollow noopener\" target=\"_blank\" href=\"https:\/\/www.bulksms.com\/products\/bulksms-text-messenger.htm\"><strong>bulk messages<\/strong><\/a> look more personal. There are a couple of ways to perform mail merge in Outlook. Read about them in detail below.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_76 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#Mail_Merge_in_Outlook_%E2%80%93_Key_Points_to_Note\" >Mail Merge in Outlook \u2013 Key Points to Note\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#What_Is_Outlook_Email_Merge\" >What Is Outlook Email Merge?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#How_to_Do_Outlook_Mail_Merge_in_Windows\" >How to Do Outlook Mail Merge in Windows\u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#1_Set_up_your_main_document\" >1. Set up your main document.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#2_Configure_the_mailing_list\" >2. Configure the mailing list.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#3_Connect_your_connect_to_your_message\" >3. \u00a0Connect your connect to your message.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#4_Add_the_email_message_content\" >4. \u00a0Add the email message content<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#5_Review_the_result_and_complete_the_process\" >5. Review the result and complete the process.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#6_Save_the_email\" >6. Save the email\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#How_to_Add_Attachment_to_Mail_Merge_in_Outlook\" >How to Add Attachment to Mail Merge in Outlook<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#Perform_Mail_Merge_from_Word\" >Perform Mail Merge from Word<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#Perform_Mail_Merge_Within_MS_Word\" >Perform Mail Merge Within MS Word\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#Frequently_Asked_Questions\" >Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#1_How_to_do_the_mail_merge_in_Outlook\" >1. How to do the mail merge in Outlook?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#2_What_are_the_six_steps_of_mail_merge\" >2. What are the six steps of mail merge?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#3_Can_I_send_mass_emails_with_Outlook\" >3. Can I send mass emails with Outlook?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#4_How_to_send_5000_emails_at_once\" >4. How to send 5000 emails at once?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#5_Where_is_the_mail_merge_located_in_Outlook\" >5. Where is the mail merge located in Outlook?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#6_What_is_the_Outlook_plugin_for_mail_merge\" >6. What is the Outlook plugin for mail merge?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/#_Final_Words\" >\u00a0Final Words<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"Mail_Merge_in_Outlook_%E2%80%93_Key_Points_to_Note\"><\/span><b>Mail Merge in Outlook <\/b><span style=\"font-weight: 400;\">\u2013 Key Points to Note\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">To use mail merge and send bulk emails, use either a MAPI-compatible program, such as Outlook or Gmail.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">To carry out Outlook mail merge with attachments, set Outlook in offline mode.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Users can also perform a mail merge from Word using Outlook as a source.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you want to send bulk emails through Outlook, but the data isn\u2019t in the application, perform a mail merge from within Word.\u00a0<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"What_Is_Outlook_Email_Merge\"><\/span><span style=\"font-weight: 400;\">What Is <\/span><b>Outlook Email Merge<\/b><span style=\"font-weight: 400;\">?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">This functionality in Outlook makes it easy for users to dispatch custom messages to a section of users. In a way, it makes bulk messages appear as if they have been sent personally. For example, by using mail merge, you can send a group of people their credentials or greetings for a specific occasion.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">This feature in Outlook imports your contacts and sends them an individual email automatically. It is essential that you perform the correctly in Outlook so that your recipients find the needed message.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"How_to_Do_Outlook_Mail_Merge_in_Windows\"><\/span><b>How to Do Outlook Mail Merge <\/b><span style=\"font-weight: 400;\">in Windows\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Performing the mail merge needs you to adhere to six major steps. These include the following:<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"1_Set_up_your_main_document\"><\/span><b>1.<\/b><span style=\"font-weight: 400;\"> <\/span><span style=\"font-weight: 400;\">Set up your main document.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The first step in utilizing mail merge is preparing your document. To do so, navigate to \u2018<\/span><b>Mailings<\/b><span style=\"font-weight: 400;\">\u2019 followed by \u2018<\/span><b>Start Mail Merge<\/b><span style=\"font-weight: 400;\">.\u2019 Lastly, select \u2018<\/span><b>E-mail messages<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"2_Configure_the_mailing_list\"><\/span><b>2. <\/b><span style=\"font-weight: 400;\">Configure the mailing list.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can now set up your mailing list. It will function as your data source. Create a contact list or group using these points.<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose \u2018<\/span><b>People<\/b><span style=\"font-weight: 400;\">\u2019 in the navigation bar.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select \u2018<\/span><b>Home<\/b><span style=\"font-weight: 400;\">\u2019 followed by \u2018<\/span><b>New contact group<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Type out the group\u2019s name.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose \u2018<\/span><b>Contact group<\/b><span style=\"font-weight: 400;\">\u2019 followed by \u2018<\/span><b>Add numbers<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">There will be various options to select from Outlook contacts, address book, or new email contact.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, add people from your contact list and select \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Save it.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><b>\u00a0<\/b><\/p>\n<p><b>POINT TO NOTE :<\/b><span style=\"font-weight: 400;\"> This mailing list will be your source of data. Other data sources that you can employ for <\/span><b>mail merge in Outlook <\/b><span style=\"font-weight: 400;\">are making a new list, or using an existing list, such as an Excel spreadsheet or Access database. You can also use other database files. But for that, employ the Data Connection Wizard.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"3_Connect_your_connect_to_your_message\"><\/span><b>3.<\/b><span style=\"font-weight: 400;\"> \u00a0<\/span><span style=\"font-weight: 400;\">Connect your connect to your message.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Your data source should have an email address column so everyone\u2019s ID is present.\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In \u2018<\/span><b>Mailings<\/b><span style=\"font-weight: 400;\">,\u2019 choose \u2018<\/span><b>Select recipients<\/b><span style=\"font-weight: 400;\">\u2019 option.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now pick a data source.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select \u2018<\/span><b>File<\/b><span style=\"font-weight: 400;\">\u2019 followed by \u2018<\/span><b>Save<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"4_Add_the_email_message_content\"><\/span><b>4.<\/b><span style=\"font-weight: 400;\"> \u00a0<\/span><span style=\"font-weight: 400;\">Add the email message content<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">This is where you can add your personalized content to the message.\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In \u2018<\/span><b>Mailings<\/b><span style=\"font-weight: 400;\">,\u2019 choose the \u2018<\/span><b>Greeting line<\/b><span style=\"font-weight: 400;\">\u2019 option.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select your preferred format.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">To insert the merge field, select \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap \u2018<\/span><b>File<\/b><span style=\"font-weight: 400;\">\u2019 followed by \u2018<\/span><b>Save<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">To make modifications in the size, spacing, or font of the merged content, choose the name of the merged field and make these modifications.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"5_Review_the_result_and_complete_the_process\"><\/span><b>5.<\/b><span style=\"font-weight: 400;\"> <\/span><span style=\"font-weight: 400;\">Review the result and complete the process.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You are almost done performing <\/span><b>Outlook mail merge email<\/b><span style=\"font-weight: 400;\">. Follow these points to preview the final result and finish the process.\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select \u2018<\/span><b>Preview results<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now select the \u2018<\/span><b>Previous<\/b><span style=\"font-weight: 400;\">\u2019 or the \u2018<\/span><b>Next<\/b><span style=\"font-weight: 400;\">\u2019 options. This will allow you to view the email IDs and names of the recipients in the body of the message.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap \u2018<\/span><b>Finish &amp; Merge<\/b><span style=\"font-weight: 400;\">\u2019 followed by \u2018<\/span><b>Send E-mail messages<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the \u2018<\/span><b>E-mail address<\/b><span style=\"font-weight: 400;\">\u2019 column in the To box.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Input a subject line in the Subject Line box.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select \u2018<\/span><b>HTML<\/b><span style=\"font-weight: 400;\">\u2019 in the Mail Format box.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you want to dispatch the document as the email\u2019s body, choose \u2018<\/span><b>Plain Text<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use any of these options below \u2018<\/span><b>Send Records<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<\/ul>\n<ol style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">\u2018<\/span><b>All<\/b><span style=\"font-weight: 400;\">\u2019 records \u2013 This is configured as the default option.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">\u2018<\/span><b>Current record<\/b><span style=\"font-weight: 400;\">\u2019 \u2013 The record showing on your screen is sent to the email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Send a range of records using \u2018<\/span><b>From<\/b><span style=\"font-weight: 400;\">\u2019 and \u2018<\/span><b>To<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<\/ol>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finally, execute mail merge by tapping \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"6_Save_the_email\"><\/span><span style=\"font-weight: 400;\">6. Save the email\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Save your custom message by going to \u2018<\/span><b>File<\/b><span style=\"font-weight: 400;\">\u2019 and tapping \u2018<\/span><b>Save<\/b><span style=\"font-weight: 400;\">\u2019 in <a href=\"https:\/\/www.emailsupport.us\/blog\/outlook-account-settings-are-out-of-date-error\/\">Outlook<\/a>. This process will also save the email\u2019s connection to the data source. If you wish to use this message again, open the main document. Then tap \u2018<\/span><b>Yes<\/b><span style=\"font-weight: 400;\">\u2019 when the prompt to retain the connection to the data source appears.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"How_to_Add_Attachment_to_Mail_Merge_in_Outlook\"><\/span><span style=\"font-weight: 400;\">How to Add Attachment to Mail Merge in Outlook<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can only manually add the <a href=\"https:\/\/www.emailsupport.us\/blog\/unable-to-open-attachments-in-outlook\/\">attachment in Outlook<\/a>. Use this method to <\/span><b>add Outlook mail merge attachments<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to the \u2018<\/span><b>Send\/Receive<\/b><span style=\"font-weight: 400;\">\u2019 tab.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap \u2018<\/span><b>Work Offline<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make a mail merge and head back to Outlook.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In your outbox folder, add an attachment to every email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, disable the \u2018<\/span><b>Work Offline<\/b><span style=\"font-weight: 400;\">\u2019 mode.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"Perform_Mail_Merge_from_Word\"><\/span><span style=\"font-weight: 400;\">Perform Mail Merge from Word<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can use Outlook as a source and do a mail merge from Word. There\u2019s not any substantial difference in the final result. Follow these points to perform mail merge and send a message to a specific number of contacts.<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open the Mail Merge Wizard. Do so by choosing the \u2018<\/span><b>Mailings<\/b><span style=\"font-weight: 400;\">\u2019 tab followed by tapping the \u2018<\/span><b>Start Mail Merge<\/b><span style=\"font-weight: 400;\">\u2019 button.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The task pane panel will show. Here, on the right side, select \u2018<\/span><b>E-mail messages<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Hit \u2018<\/span><b>Next<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, select the document to begin from.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap \u2018<\/span><b>Next<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, you will use Outlook as a source.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap \u2018<\/span><b>Select<\/b><span style=\"font-weight: 400;\">\u2019 from Outlook contacts.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Outlook can have various contacts folders.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Press the \u2018<\/span><b>Choose Contacts Folder<\/b><span style=\"font-weight: 400;\">\u2019 option and select the needed folder.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You will find the \u2018<\/span><b>Choose Profile Dialog<\/b><span style=\"font-weight: 400;\">\u2019 on your screen.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Hit the \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">\u2019 button.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">MS Word will launch the \u2018<\/span><b>Mail Merge Recipients<\/b><span style=\"font-weight: 400;\">\u2019 dialog.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Here you can choose the contacts to whom you want to send the message.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You will see many selecting and filtering options.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your screen will also be refreshed after your every action.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you need to use the whole contacts folder, choose the \u2018<\/span><b>Find Duplicates<\/b><span style=\"font-weight: 400;\">\u2019 feature.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, start writing the email content.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">After writing the message, preview the emails that will be sent.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">After that, press \u2018<\/span><b>Electronic mail\u2026<\/b><span style=\"font-weight: 400;\">\u2019\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">This will let you configure the final options.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the dialog that shows, fill in the email address and the subject line.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lastly, press \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The program will start sending your messages.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">Also Read: <\/span><strong style=\"text-align: justify;\"><a href=\"https:\/\/www.emailsupport.us\/blog\/how-to-create-an-email-group-in-outlook\/\">How to Create an Email Group in Outlook?<\/a><\/strong><\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"Perform_Mail_Merge_Within_MS_Word\"><\/span><span style=\"font-weight: 400;\">Perform Mail Merge Within MS Word\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">This option is suitable for those who want to execute <\/span><b>mail merge in Outlook<\/b><span style=\"font-weight: 400;\">, but the data isn\u2019t in Outlook. In this case, doing a mail merge from within Microsoft Word will be the right choice.\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Mail Merge Wizard, choose a document to begin.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap the \u2018<\/span><b>Use an existing list<\/b><span style=\"font-weight: 400;\">\u2019 option.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now tap \u2018<\/span><b>Browse\u2026<\/b><span style=\"font-weight: 400;\">\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose the document\u2019s location. This can be any source, such as database queries or Excel sheets.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Match the fields from your document\u2019s source to the mail merge fields.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap the \u2018<\/span><b>Match fields<\/b><span style=\"font-weight: 400;\">\u2019 button.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You will see a dialog with the usual merge fields in Word.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use them in the standardized templates.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Beside the Last name field, there will be a drop-down list. Expand it and set it to the column in your document source with that data.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Close the dialog box by tapping \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Proceed with mail merge as mentioned in the section above.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When the dialog box to send emails appear, set the To field to the column with the list of email IDs you want to send to.\u00a0<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<blockquote><p>Also Read: <a href=\"https:\/\/www.emailsupport.us\/blog\/how-to-create-an-email-template-in-outlook\/\">How to Create an Email Template in Outlook, Edit, and Use It<\/a><\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><em><strong>Frequently Asked Questions<\/strong><\/em><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"1_How_to_do_the_mail_merge_in_Outlook\"><\/span><strong>1. How to do the mail merge in Outlook?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">To do mail merge in Outlook, prepare your main document by starting the mail merge in the \u2018<\/span><b>Mailings<\/b><span style=\"font-weight: 400;\">\u2019 section. Configure the mailing list, then select recipients and link this list to the email message. You can now add your greeting line and the message. Preview it and select \u2018<\/span><b>OK<\/b><span style=\"font-weight: 400;\">\u2019 to run the mail merge feature.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"2_What_are_the_six_steps_of_mail_merge\"><\/span><b>2. <\/b><b>What are the six steps of mail merge?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The six steps of mail merge begin with preparing your document and setting up the mailing list. After that, connect this list to your email message. Add your content to the message, preview the result, and save the personalized message.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"3_Can_I_send_mass_emails_with_Outlook\"><\/span><b>3.<\/b><span style=\"font-weight: 400;\"> <\/span><b>Can I send mass emails with Outlook?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Yes, you can send mass emails with Outlook individually to a set of people using the mail merge feature. Use this feature to send a mass email to your employees and customers. You can personalize it as per the recipients.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"4_How_to_send_5000_emails_at_once\"><\/span><b>4.<\/b><span style=\"font-weight: 400;\"> <\/span><b>How to send 5000 emails at once?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can employ the mail merge functionality in Outlook to send as many as 10000 emails in a day. It is possible to personalize the messages and mass mail them. Every message will go to a separate address.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"5_Where_is_the_mail_merge_located_in_Outlook\"><\/span><b>5.<\/b><span style=\"font-weight: 400;\"> <\/span><b>Where is the mail merge located in Outlook?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The mail merge field is located in the \u2018<\/span><b>Mailings<\/b><span style=\"font-weight: 400;\">\u2019 tab in Outlook. If you want to execute mail merge with the Outlook contacts list, go to \u2018<\/span><b>Tools<\/b><span style=\"font-weight: 400;\">\u2019 and tap \u2018<\/span><b>Letters and Mailings<\/b><span style=\"font-weight: 400;\">.\u2019 Here you will find the Mail Merge Wizard.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"6_What_is_the_Outlook_plugin_for_mail_merge\"><\/span><b>6.<\/b><span style=\"font-weight: 400;\"> <\/span><b>What is the Outlook plugin for mail merge?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">There are various plugins you can use to perform mail merge. Some great ones include MergeTools and Easy Mail Merge. These tools will let you personalize messages that you can send to many people at once.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"_Final_Words\"><\/span><strong>\u00a0Final Words<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Use <\/span><b>Outlook mail merge <\/b><span style=\"font-weight: 400;\">whenever you wish to send custom emails to many people at once. The functionality is quite convenient. You can also perform the merge function with MS Word. If you have any more queries regarding this process, connect with an <a href=\"https:\/\/www.emailsupport.us\">email technical expert<\/a>.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Outlook email client is a robust personal information manager that facilitates a seamless mail exchange, calendar management, and contact storage. One of the most dynamic functionalities is the Outlook mail merge. This feature is perfect for those wanting to send emails to a big list of individuals. At the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":4407,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[257],"tags":[1546,1539,1547,1540],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Set up Outlook Mail Merge + Add Attachment to Mail Merge<\/title>\n<meta name=\"description\" content=\"Use these steps to carry out the Outlook mail merge. Set up your main document. 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Navigate to \u2018Mailings\u2019 followed by \u2018Start Mail Merge.\u2019 Tap \u2018E-mail messages.\u2019","og_url":"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/","og_site_name":"emailsupport.us","article_published_time":"2023-06-30T06:20:11+00:00","article_modified_time":"2023-07-05T10:39:05+00:00","og_image":[{"width":800,"height":450,"url":"https:\/\/www.emailsupport.us\/blog\/wp-content\/uploads\/2023\/06\/Outlook-mail-merge-.jpg","type":"image\/jpeg"}],"author":"John","twitter_card":"summary_large_image","twitter_misc":{"Written by":"John","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/","url":"https:\/\/www.emailsupport.us\/blog\/outlook-mail-merge\/","name":"Set up Outlook Mail Merge + Add Attachment to Mail Merge","isPartOf":{"@id":"https:\/\/www.emailsupport.us\/blog\/#website"},"datePublished":"2023-06-30T06:20:11+00:00","dateModified":"2023-07-05T10:39:05+00:00","author":{"@id":"https:\/\/www.emailsupport.us\/blog\/#\/schema\/person\/7782e8c3bffff1db1186c27e86377493"},"description":"Use these steps to carry out the Outlook mail merge. Set up your main document. 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