Verify that the mail merge fields are displaying correctly.ģ. Click the Preview Results button under the Mailings tab in Word.Ģ.While your mail merge document is now ready, it’s always important to preview your message to ensure everything looks all right. Here’s what it’ll look like after inserting the merge field: Creating a merge document that contains your email body with specific placeholders for personalization (for example, in the Word Doc with the > merge field from the Excel spreadsheet.Performing a mail merge involves a few fundamental steps: This improves your engagement rate, as around 72% of recipients will engage only with emails that are personalized to reflect their specific interests. Why should you send personalized emails ?Ī personalized email looks like it’s tailor-made for a particular recipient, making it feel unique and relevant. Let’s jump right in, shall we? What Is a Mail Merge?Ī mail merge is an automated process of creating personalized mass emails by using data from a spreadsheet or database file.Įssentially, a mail merge fetches the details of multiple recipients from a source file and inserts them into your email message template. The Best Option for Mail Merges in 2021.Limitations of Performing Mail Merges in Outlook.(Click on a link to jump to a specific section.) I’ll also cover some limitations of the mail merge Outlook process and highlight the best mail merge approach for 2021.
#Mail merge microsoft word 2011 how to
In this article, I’ll walk you through the steps for how to perform a mail merge in Outlook. In Step 6 of the wizard, click Print and select the print options you want.Performing a mail merge in Microsoft Outlook helps you send personalized mass emails to a large mailing list quickly. In Step 5 of the wizard, click the Next ( >) and Previous ( <<) buttons to preview how the merged data will look when you print the document. In the boxes that appear, select the format you want, and click Match Fields to make sure the fields are matched up correctly. Place the cursor in the document where you want the address data to appear, and click Address block, Greeting line, or More items in the Mail Merge pane to insert the Access data into the document. In Step 4 of the wizard, write the letter (unless you’re working with an existing document). In the box that opens, you can remove individual recipients from the merge, apply filters, sort the list, and so on. However, you might want to fine-tune the list by clicking Edit recipient list. That was determined when you selected it in Access. In Step 3 of the wizard, you will not need to select the recipient list.
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Work through the wizard steps by clicking the Next and Previous links at the bottom of the Mail Merge pane.
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Word starts and displays the Mailings tab and the Mail Merge pane. The Microsoft Word Mail Merge Wizard dialog box opens.Ĭhoose whether you want the wizard to link your address data into an existing Word document, or to start with a new, blank document. On the External Data tab, in the Export group, click Word Merge. If the address fields are spread across multiple tables, create a simple select query that contains the fields you need, and select that query for the merge operation. Select the table or query that contains the addresses. If the Navigation Pane is not open, press F11 to open it. Open the Access database that contains the addresses you want to merge with Word. Here’s the general procedure for creating a Word mail merge from within Access: