Mailmerge Excel - Outlook

Resolved · Low Priority · Version 2007

Fri 26 Feb 2010, 14:16 Delegate Kate said...

Kate has attended:
Excel Intermediate course
PowerPoint Intermediate Advanced course
Word Intermediate course
Word Advanced course

Mailmerge Excel - Outlook

Please can you instruct me on how to set up a mailmerge from an Excel distribution list into an email send out in Outlook. The aim would be that Outlook would pick up the email address from Excel to send the email to and then the first name so that each email would be individually addressed.
Thanks
Kate

Mon 1 Mar 2010, 13:51 Trainer Anthony said...

RE: Mailmerge Excel - Outlook

Hi Kate, thanks for your query. First click Tools-Options-Mail Format and then make sure that "Use Microsoft Office Word 2003 to edit emails" is checked. Click OK.

Then, create a new email and click into the body of the email. Select Tools, Letters and Mailings, Mail Merge. Follow the wizard and you can choose your Excel spreadsheet as your source of recipients in step 3 of the wizard.

Hope this helps,

Anthony

Tue 2 Mar 2010, 10:15 Delegate Kate said...

RE: Mailmerge Excel - Outlook

Hi Anthony,

When I go into Tools-Options-Mail Format I can't see a place or option for "Use Microsoft Office Word 2003 to edit emails".

I'm working from 2007 if that changes anything.

i've taken a screen shot but can't upload it into this email for you to see.

Thanks
Kate

Mon 8 Mar 2010, 11:53 Trainer Anthony said...

RE: Mailmerge Excel - Outlook

Hi Kate. It's slightly different in 2007. Do the e-mail merge from withing Word itself using the step by step wizard. It will give you the option to merge to emails and you browse to the Excel file for your contacts in the usual way.

Let me know how you get on!

Anthony

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