MS Word | Send personalized bulk emails or letters in one-go

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MS Word | Send personalized bulk emails or letters in one-go

28-Jan-2021
By WufPerry

Do you know there is a function in Microsoft Word called "Mail merge" that allows us to create/send a batch of documents that are personalized for each recipient? Typing out personal letters to your customers would easily take a whole day. Mail merge will definitely help to increase productivity! 


Not only creating letters, Mail Merge can also be used to send personalized mass emails (like username & password, or season's greetings cards) directly from Microsoft Word. All you need is just a template file and a data file to tell Word where in the document to include information from the data source. Follow a few simple steps below to try it out.


A: Data File (Microsoft Excel)

Create data file from Excel. Enter the details with header in the first row and save the file in local storage.

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Alternatively, you may import your data from Text/CSV file

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B: Template file (Microsoft Word)

Go to Mailings tab -> click on Start Mail Merge. As a start, it is recommended to use Step-by-Step Mail Merge Wizard. A navigation pane will appear on the right.

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Step 1 of 6: Select the type of document that you would like to work on. For this tutorial, we will select E-mail messages. 

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Step 2 of 6: Select the template for the messages. You may use the current document, import from your own template or use existing document.

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Step 3 of 6: Select recipients. From here, we will use the list that we have created from step A. Just browse and look for the document saved earlier.

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Then, select the worksheet and click 'ok" to continue after the data has been imported.

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Step 4 of 6: Write your letter. You may now start to insert personalized variables by selecting one of the items in the list.

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Let's try on address block. Tick the relevant check box to specify the contents. You may also click on 'Match Fields' to match the required fields from your data file.

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Click on a location in the message to insert the variable. The placeholder («AddressBlock») will be automatically added to your document.

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Step 5 of 6: You can now preview the letters to each and every recipients by clicking the Next ">>" or Previous "<<" buttons.

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Step 6 of 6: Complete the merge and click on 'Electronic Email'. Select the recipient source from the data file header and insert a subject line. All the emails will be sent right after you clicked 'ok' and those emails can be viewed from your Outlook Sent folders.

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And Ta-Da! We are done! Pretty simple, right?

Start to use Mail Merge now to create letters, mailing labels, emails, directory of names & addresses, etc..!


Microsoft word outlook excel easy convenient invitation letter emails addressblock mailmerge timesaving bulk


WufPerry

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