If there is something specific you would like to see just let me know. If you need to generate a list of contacts to try the email merge try downloading your contacts from LinkedIn as a starting point.Īs always, feel free to comment, like and share. Another alternative is to utilize Microsoft Publisher, instead of Word, which provides the ability to include attachments.
#EMAIL MAIL MERGE FROM EXCEL CODE#
However, there are a number of solutions including VBA code or purchasing third-party add-ons. Next, in Word, pick Mailings > Start Mail Merge > choose type.
A common drawback to the email merge is the inability to send attachments. First, organize the data into one Excel sheet. an itemized invoice), custom hyperlinks and many others. For those of you willing to spend the extra time, there are more advanced features you can try such as entering varying rows of data in a table for each contact (i.e.
#EMAIL MAIL MERGE FROM EXCEL PROFESSIONAL#
That’s it for the basics on creating an email merge with Microsoft Excel and Word! For a more professional look, use your signature line or add your logo. Enter a subject line and finally click on OK. If not, use the drop down box to the right and select the column heading that contains the email address. In the pop up dialog box, the To: field should default to the Email column heading from the distribution list. Search online for additional Field Codes.Ĭlick on Preview Results in the ribbon and scroll using the arrows to ensure the merge fields look correct.Īfter reviewing the merge fields, click on Finish & Merge then Send Email Messages. In my case this will display with the merge field with the correct currency format. If you do not have a recipient list then you can create one from scratch during the Mail Merge wizard, or, create one in a basic Excel workbook. Click on Insert Merge Field and select the desired field.įor specific text formats, right click on the merge field that requires the special character (such as currency) and select Toggle Field Codes.Īfter clicking on Toggle Field Codes, edit the merge field and add a backslash followed by specific symbols ex. In the ribbon, select Edit Recipient List and select or omit recipients then select OK.īegin typing the message and place the cursor in the location to add a merge field. Select the worksheet and check the box in the bottom left hand corner that says First row of data contains column headers In the Open File menu, navigate to and select the distribution list from Step 1. Click on Start Mail Merge and select E-mail Messages from the drop down menu.Ĭlick on Select Recipients and in the drop down menu select Use an Existing List. Open Word, start a blank document and navigate to Mailings in the ribbon. Create your distribution list in Excel and make sure to provide headings over each column.
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