Mail Merge
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- 2StarLounger
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- Joined: 26 Dec 2010, 06:56
Mail Merge
Hello,
I want to use the mail merge in word setting up a base template / file in excel, which should be sent to the desginated receipients.
Could you help please?
I want to use the mail merge in word setting up a base template / file in excel, which should be sent to the desginated receipients.
Could you help please?
Regards
Saras
Saras
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Re: Mail Merge
The Excel worksheet should be set up like a database table, with field names in the first row, and one row for each recipient below that. One of the columns should contain the e-mail addresses. For example:
Save the workbook and close it.
In Word, activate the Mailings tab of the ribbon.
Click Start Mail Merge > E-Mail Messages.
Click Select Recipients > Use Existing List.
Locate and select the workbook, then click Open.
You may be prompted to select a method for opening the data source. If so, just click OK.
Next, select the worksheet containing the merge list, and click OK.
You can now type your message, and when you want to insert one of the fields from the Excel sheet, click Insert Merge Field.
When your message is ready, click Preview Results to see the merge fields replaced by values from the worksheet.
If it looks OK, click Finish and Merge > Send E-Mail Messages...
You can specify the field that contains the e-mail addresses in the To: box. If you have a column named E-mail or similar, Word will automatically enter it in the box. You can also specify a subject line, and the e-mail format.
Finally, click OK to send the e-mails.
Save the workbook and close it.
In Word, activate the Mailings tab of the ribbon.
Click Start Mail Merge > E-Mail Messages.
Click Select Recipients > Use Existing List.
Locate and select the workbook, then click Open.
You may be prompted to select a method for opening the data source. If so, just click OK.
Next, select the worksheet containing the merge list, and click OK.
You can now type your message, and when you want to insert one of the fields from the Excel sheet, click Insert Merge Field.
When your message is ready, click Preview Results to see the merge fields replaced by values from the worksheet.
If it looks OK, click Finish and Merge > Send E-Mail Messages...
You can specify the field that contains the e-mail addresses in the To: box. If you have a column named E-mail or similar, Word will automatically enter it in the box. You can also specify a subject line, and the e-mail format.
Finally, click OK to send the e-mails.
You do not have the required permissions to view the files attached to this post.
Best wishes,
Hans
Hans
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- 2StarLounger
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Re: Mail Merge
Just a side note:
I know you want to use Excel, and Hans answer is spot on. Did you know if you already have these folks in your contacts list in Outlook, you can start in Outlook and send that information to Word as your data source (then there is no need for an Excel file as a source).
Step by Step with Graphics:
http://www.groovypost.com/howto/microso ... look-2010/
I know you want to use Excel, and Hans answer is spot on. Did you know if you already have these folks in your contacts list in Outlook, you can start in Outlook and send that information to Word as your data source (then there is no need for an Excel file as a source).
Step by Step with Graphics:
http://www.groovypost.com/howto/microso ... look-2010/
If you can't convince them, confuse them - Harry S. Truman
Nannette
Nannette
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- 2StarLounger
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Re: Mail Merge
Hans - great.... as usual you are my solution box... :) ....the option worked perfectly for me. I will have make another attempt with Huge data and let u know the feedback, ofcourse data size does not matter as long as steps are followed.
Teachesms - sorry, i could not find merge option in my outlook. Also, had some challenges to work with word mail merge.
Teachesms - sorry, i could not find merge option in my outlook. Also, had some challenges to work with word mail merge.
Regards
Saras
Saras
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- 2StarLounger
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Re: Mail Merge
Can i see them in a table format when i insert the fields instead of selecting each field.
My base data is set in an organised way with header and field info.
My base data is set in an organised way with header and field info.
Regards
Saras
Saras
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- 2StarLounger
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- Joined: 26 Dec 2010, 06:56
Re: Mail Merge
Correct, please find attached file.
Is it possible to have a header and the related fields in a specific template format
Also, can the email be sent only once instead of 3 or times for each user.
Is it possible to have a header and the related fields in a specific template format
Also, can the email be sent only once instead of 3 or times for each user.
You do not have the required permissions to view the files attached to this post.
Regards
Saras
Saras
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Re: Mail Merge
I'm sorry, I don't understand what you mean by "Is it possible to have a header and the related fields in a specific template format". Could you try to explain?
By your second question, do you mean that if there are (for example) 3 rows with the same e-mail address, only one mail will be sent with the information from those 3 rows? That is possible, but it is quite complicated. Word MVP Paul Edstein (macropod has created a very good tutorial with sample files. You can download Catalogue Mailmerge.zip from Graham Mayor's site (scroll down the page to the section "Third party downloads").
By your second question, do you mean that if there are (for example) 3 rows with the same e-mail address, only one mail will be sent with the information from those 3 rows? That is possible, but it is quite complicated. Word MVP Paul Edstein (macropod has created a very good tutorial with sample files. You can download Catalogue Mailmerge.zip from Graham Mayor's site (scroll down the page to the section "Third party downloads").
Best wishes,
Hans
Hans
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- 2StarLounger
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Re: Mail Merge
Sorry, i wasn't clear.
My first question is, if i want the data along with header to be present in the email how to do so.
Name First Name Last Name Address Contact Email
A B C ABC 123 a@gmail.com
Can i get this kind of format (data along with header)
My first question is, if i want the data along with header to be present in the email how to do so.
Name First Name Last Name Address Contact Email
A B C ABC 123 a@gmail.com
Can i get this kind of format (data along with header)
Regards
Saras
Saras
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Re: Mail Merge
You can create a table in the merge document. In the cells, you can enter literal text and/or merge fields in any combination that you want.
Best wishes,
Hans
Hans
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- 2StarLounger
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Re: Mail Merge
Ok, i was able to do it.
i just had to put the header format and insert the required merge fields in this respective cells.
But i am still unclear on the document Catalogue Mailmerge.zip
i just had to put the header format and insert the required merge fields in this respective cells.
But i am still unclear on the document Catalogue Mailmerge.zip
Regards
Saras
Saras
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Re: Mail Merge
What is your problem exactly?saru5133 wrote:But i am still unclear on the document Catalogue Mailmerge.zip
Best wishes,
Hans
Hans
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- StarLounger
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Re: Mail Merge
Dear All,
Kindly explain me if there is a way to send Emails usin mail merge method to 450 email addresses per day with one individual attachment free of charge using a personal Gmail email account. (by uploading the attachments to google drive and using google sheet)
Thanks,
Regarding
Priyan
Kindly explain me if there is a way to send Emails usin mail merge method to 450 email addresses per day with one individual attachment free of charge using a personal Gmail email account. (by uploading the attachments to google drive and using google sheet)
Thanks,
Regarding
Priyan
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Re: Mail Merge
I don't know if it is possible to automate Google Sheets. You might ask on a Google forum.
Best wishes,
Hans
Hans
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- StarLounger
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Re: Mail Merge
Dear hans
Thanks
Priyan
Thanks
Priyan
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Re: Mail Merge
Be very careful with this, gmail has a limit of 500 emails per day before it treats you as a spammer!
https://support.google.com/mail/answer/ ... nding-mail
https://support.google.com/mail/answer/ ... nding-mail
StuartR
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- 4StarLounger
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- Joined: 17 Dec 2010, 03:14
Re: Mail Merge
Rather than using the field coding from my Catalogue Mailmerge tutorial, you might find it easier to use a DATABASE field. See the discussion at: https://www.msofficeforums.com/mail-mer ... orial.html
Paul Edstein
[Fmr MS MVP - Word]
[Fmr MS MVP - Word]