![]() 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.ġ. Here’s what it’ll look like after inserting the merge field: Creating an email 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 2023.Limitations of Performing Mail Merges in Outlook.(Click on a link to jump to a specific section.) I’ll also cover the limitations of the mail merge Outlook process and highlight the best mail merge approach for 2023. Later in this article, I’ll give you the quick rundown of the fastest and easiest way to do a Gmail mail merge (again, since that’s going to be a better route to go if possible).īut first, I’ll walk you through the steps for how to perform a mail merge in Outlook. If you have the option to use Gmail instead, you’ll be much better off. We’re still going to tell you how to do it, but you should know going in, it’s not ideal. ![]() However - you should know this going in - Outlook isn’t great for mail merge. Note that it may take a while to synchronize all emails for the shared inbox.Performing a mail merge in Microsoft Outlook helps you send personalized mass emails individually to a large mailing list. ![]() You’ll now see the shared inbox in the left-hand navigation pane. Once signed in, click done, exit out of all open Outlook windows, and reopen Outlook.Enter the password for your primary email account and click Sign In, then complete the Duo MFA prompt.Enter the address for your primary email account that has access to the shared account and click Next.If not, click sign-in with another account If you have the password for the shared email address, enter it and click Sign In. ![]() Enter the shared email address into the box and click connect.Click the New button above the list of email addresses.Click the Email Accounts button in the window that appears.If in Category view, select User Accounts and then Mail(Microsoft Outlook), if in icon view select Mail(Microsoft Outlook).Open Control Panel (search Control Panel from Start).Click the Account Settings button, and select Account Settings from the dropdown.Add the Shared Mailbox to Outlook Via Outlook This article instructs how to add a shared mailbox to Outlook and set it as the default email so the mail merge will send emails from the shared mailbox instead. Microsoft Word's mail merge feature only sends emails from Outlook's default email. ![]()
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