What is Mail Merge, and How to set it up to be used?

Yes, starting up the Mail merge can be time consuming. Once the template is complete it will change your viewpoint. Sending the same emails to multiple customers one by one can also become frustrating. But an mail merge can be used to send bulk emails to multiple customers or the set of people you normally interact with. Also the merger can be used about 1 or 2 times a day. Once in the morning or once before you end your shift. You can set up the merger with any information you will like to be added to your Word template. Take a look for the setup below.

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Set Up Your Mail Merge Data in Microsoft Excel

Open?Microsoft Excel?and select?Blank workbook. Add column headers for the data you want to personalize in the email message — like?First Name,?Due Date, etc. Add your data under the respective column headers.

Click on the?File?tab at the top left corner of the ribbon and select?Save As. Name for your mail merge data file and click?Save. Save excel to your PC Desktop or Folder to be easier to find for Part 2.

Prepare Your Email Content in Microsoft Word

The first step is preparing your email’s body copy. For this, you need to use?Microsoft Word?to create your merge document.

Click the?Start?Mail Merge?button under the?Mailings?tab.

Select?E-mail Messages?or Step by Step Mail Merge Wizard from the drop-down list.

Type in the body of your email message.

Leave placeholders in the email message for the parts you want to personalize, like?First Name,?Due Date, etc

Open MS?Word?and click the “Select Recipients”?button from the?Mailings?tab. From your computer’s?File Explorer, find your mail merge data file and select it.

In the new dialog box that pops-up, choose the sheet that contains your data in your spreadsheet. Remember to check ‘First row of data contains column headers.’ (located at the left of the OK button.)

Then, click?OK.

Verify that the mail merge fields are displaying correctly.

Click the?Finish & Merge?button and select?Send Email Messages.

From the dialog box that appears, choose the column header containing email addresses for the?To:?field. Type in the message?Subject?line. Press Okay Wallah you are done.