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Start Mail Merge
- Go to the Mailings tab.
- Click on Start Mail Merge.
- Select Email Messages.
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Select Recipients
- In the Mailings tab, click on Select Recipients.
- Choose Use Existing List.
- Browse and select your Excel file containing the recipient data.
- Select the sheet in the Excel file containing the recipient data.
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Write Your Email
- Compose your email message in the document.
- In the Mailings tab, click on Insert Merge Field to add personalized fields from your Excel data.
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Preview Results
- Click on Preview Results in the Mailings tab to see how your email will look for each recipient.
- Click on Preview Results in the Mailings tab to see how your email will look for each recipient.
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Finish and Merge
- Once you are satisfied with the preview, go to the Mailings tab.
- Click on Finish and Merge.
- Select Send Email Messages.
- Enter the subject line for your email and configure the email settings.
Mail Merge Excel to Email
Modified on: Tue, May 27, 2025 9:15 AM
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