Note: People who are on the Recipients list will only see their name in the “To:” field of the email they receive.Ĭheck out more of our IT Tips on our Resources page. Leave both Word and Outlook open while the Mail Merge is completing. Select “OK” once the “To:” and “Subject Line:” fields are completed. New mail merge templates are created in the Settings area. If you select a template option, click or tap the Lookup button to select a template. Choose whether you want to start with a blank document or a template.
You can also add a Subject to the email in the “Subject Line" field.ħ. In the Mail Merge dialog box, select the type of document you want to use. Select your list in the “To:” (there should be only one option to pick from).Click the “Finish & Merge” and choose “Send Email Messages….Choose “Select Recipients” and go to “Use an Existing List…”.Once the letter is drafted, click on the “Mailings” tab in Microsoft Word. Note: If you already have a signature setup in Outlook to append to new messages, then you will not need to add your signature to this drafted letter.Ħ. Begin drafting the message you would like to send out to the recipients in your list. Save the document as an Excel Spreadsheet.ĥ. Paste into Column A the email addresses to whom you will be sending your message.ģ. Having trouble performing an email mail merge in Word and Excel? Try these steps:Ģ.
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