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Tuesday, December 7, 2010

Mail Merge with Outlook 2010

How to use Mail Merge in Outlook 2010

 

 

1. In Outlook, go to your Contacts and Select which contacts you would like to send your mass personalized email to.

Outlook 2010 screenshot - select multiple=

2. Next above on the toolbar Click Mail Merge.

Outlook 2010 screenshot - click mail merge

3. The mail merge options should pop-up in a new window.  At the top, Check Only selected contacts. At the bottom, Set the Document Type to Form Letters, and Merge To to E-mail.

The Message subject line can be set to whatever subject you want the email to have. In this example I want the subject title of all the emails to be Check out our latest article.

Click OK to continue.

Outlook 2010 screenshot -make sure options are correct under mail merge contacts

When you Click OK a new compose email will open up.  From here all of the contacts are stored so no need to worry about adding them unless you forgot someone.

4. In the compose email window, let’s add a personalized Greeting.  Click Greeting Line.

Outlook 2010 screenshot - click greeting line under mailings

5. In the pop-up window you can customize your Greeting line, but default works fine.  Click OK to continue.  The preview will show what greeting will be displayed for each person receiving the email, but while you are composing it will look like «Greeting Line».

Outlook 2010 screenshot -leave the default greeting line options and click ok, a preview is displayed too

6.   Optional:  If you have any more custom fields you want to enter Use the Insert Merge Fieldbutton to do so, there are a lot of things to choose from, but this will require you have the related information in your contacts profile in Outlook.  If you don’t, no worries, just keep on reading!

Outlook 2010 screenshot -insert more custom fields, optional though

7. Write your email content!  This is the part that will be the same for all recipients.

Outlook 2010 screenshot -write your mass email content

8. When you are all done writing Click Finish & Merge, then Select Send E-mail Messages…

Outlook 2010 screenshot -finish and merge and send email messages

9. A pop-up will appear to confirm you want to send and the information is correct.  Click OK and off the mail goes!

confirm and click ok to send mass email of personalized emails

Now you’ve sent out your mass email to all of your contacts!  When they receive it it will only show their email under the “to” field.  The greeting line and whatever else you decided to personalize will be tailored to their specific information pulled from your Outlook contacts list.

 

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