One solution I have found and use daily is the mail merge add-on function in Thunderbird (free mail app from Mozilla). I create my list in Pages (can also be done with Excel) for Mac with headers for NAME and EMAIL and save it as a.csv file. I have used your tutorial it worked great, the one big problem I had was when sent it to my outlook email test all my fonts size changed and was much larger!! HELP I cannot find a fix for this, I am on mac but it does the same on PC.
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A mail merge allows you to send personalized messages to a large group of people at once without them knowing who else you have sent it to. This is a great way to have bulk messages look more personal, send everybody their own information (like a logon name and password) or send out. There are various ways to do a mail merge and there are various tools available to further simply the process or add even more options. This guide gives an overview of these methods and walks you through a couple of examples to do your own mail merge.
Although you can also do a mail merge to a document or directly to a printer, in our examples we will use an email as the output. The process for the other output options is very similar and this guide can also be used for that. Mail Merge from Outlook Starting a Mail Merge from within Outlook is the easiest method if all the people who you want to include are already in a Contacts folder in Outlook. In this mail merge example we will send a select amount of contacts an email and ask them whether their contact information is correct. Before continuing, please verify with your ISP or mail admin first if there are any restrictions in how many emails you may send within an hour or in total on a day. Some have put a restriction on that but as long as you stay under a 100 it’s very likely you won’t run into any issues and there is probably no need to contact your ISP. If there is a limit set, then you can use a with scheduling functionality to work around these limits and send out the mail merge is smaller batches.
Select the Contacts folder containing the contacts that you want to send an email to (press CTRL+3 to quickly switch to your Contacts folders). Select the contacts that you want to email to or apply a filter to your view so that only the contacts that you want to address are visible. Quick methods to apply a filter are;. Perform a search. For instance, based on the Company or a Category (provided that you have assigned the same category to similar contacts).
You can do some quite as well. Sort or group your Contacts folders by Category or another field. If you need to send along an attachment with your mail merge or also want to address people via the CC or BCC address line, then you can use the add-in from MAPILab. If you decide to order use 4PM76A8 to get a discount. Mail Merge from Word with Outlook as source Starting your mail merge from Word is also possible. The end-result is the same as starting it in Outlook.
The main difference is the dialog box that you use to select the correct contacts but more about that later. In this example we again send a selected amount of contacts an email but we’ll skip the letter writing as it is similar to the example above. Start the Mail Merge Wizard; Select the tab Mailings- click the Start Mail Merge button- Step by Step Mail Merge Wizard. The Task Pane panel will open on the right side of the document to choose the document type. Here select “E-mail messages”. Using the Mail Merge Wizard in Word to create a mail merge. Pressing Next will brings us to step 2 where you can choose the document to start from.
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As we will be typing our own contents we just click Next. In this example we will be using Outlook as the source again so click “Select from Outlook contacts”. As you can have multiple Contacts folders in Outlook we need to select the actual folder which we will be using by pressing “Choose Contacts Folder”. Bringing up this dialog could take a while and could also cause a mail profile prompt from Outlook.
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After selecting the Contact folder of your choice you could be presented with the “Choose Profile” dialog from Outlook. If you don’t know this dialog, there is probably one selection in the drop down list anyway or set to the correct default so simply press OK. Word now opens the “Mail Merge Recipients” dialog where you can specify which contacts to send to. This dialog offers various selecting and filtering options. This dialog can be a bit slow when you have a lot of contacts as it refreshes the screen after pretty much every action. However, the “Find duplicates” feature is quite handy especially, when you want to use the entire Contacts folder for your mail merge. The Mail Merge Recipients allows you to refine your selection of Contacts.
After selecting the recipients, the next step is to write your message. The Mail Merge Wizard already shows you some variables you can use.
Writing of the message can be done in the same way as in the example indicated above. The next step allows you to preview all the emails you’ll eventually be sending. In Step 6 you can press “Electronic Mail” to set the final options before mailing your message. Note that it is the same dialog as we had in our previous example but now you still need to fill in some details;. To: EmailAddress.
Subject line: Your personal information. After setting the options, pressing OK will direct start sending the emails. Mail Merge from Word with another source When you want to send out personal emails via Outlook but the information itself isn’t in Outlook, but for instance in Excel, Access, a SQL query, a csv-file, etc, then you can start your mail merge from within Word as well. The process is similar as doing a mail merge from within Word with Outlook as the source, with an additional step to match the merge fields. Start the mail merge from Word again as indicated above until you reach the screen with Step 3 in the Mail Merge Wizard.
In Step 3 select “Use an existing list”. Click the Browse button. Select the location of the document containing the information. This can be Excel sheets, Access Databases, Database Queries, Text Documents and many other sources as long as it is in a structured format Word can work with. Depending on the file type you selected you might need to put in the delimiters; the characters that are used to separate the columns and rules.
After you have selected the file and optionally filtered your contacts to address, continue to Step 4. When you reach Step 4, it is a good time to match the fields from your source to Mail Merge fields to be able to use the predefined blocks such as “Greeting Line”. For instance, when you have an Excel sheet that contains the columns Name, Email Address, Usernames and Passwords, you’d want to match the Name field to the “Last Name” merge field.
Press the Match Fields button. You’ll now get a dialog with standard Merge Fields in Word which can be used in standardized templates. Expand the drop down list next to “Last Name” and set it to the column in your source document (in our case an Excel sheet) containing that information (in our case the column “Name”). Match up other fields if you need and press OK to close the dialog. You can now continue with the mail merge as indicated in the process above.
When you get to the dialog to send the messages, you must set the “To:” field to the column that contains the list of email addresses to send to. Mail Merge with 3rd party tools Below is a list of 3rd party mail merge tools which you can use in addition to the Word Mail Merge or as a replacement of it. I won’t discuss their start to finish processes but will highlight their unique features.