Forum Discussion
Mail Merge from an Email - New Outlook
Hello All,
There have been some slight changes to Mail Merge in New Outlook; for example, the To line is now Recipient. Also, I discovered some limitations to using contact or distribution lists with Mail Merge in New Outlook and provided helpful suggestions for not having a personalized salutation.
The details are captured in my detailed blog post and video.
👉🏾Blog: Mail Merge In New Outlook: My First Look » TRACCreations4E
👉🏾Video: https://youtu.be/x-o72L0tSHsGood News: Advanced Features is coming in August Preview / September GA.
Microsoft 365 Roadmap | Microsoft 365If you plan to read the full blog post or watch the video, please give me a thumbs up on this post. Thank you.
3/24/2025 #traccreations4e
The "Start Mail Merge" feature in Outlook allows you to send personalised bulk emails to multiple recipients. Here's a brief overview of how it works:
1. Create Your Email Template: Start by drafting your email in Microsoft Word. This template will include placeholders for personalised information, such as names or addresses.
2. Prepare Your Data Source: Collect the recipient information in an Excel spreadsheet or use your Outlook contacts. Ensure each recipient has an email address listed.
3. Link Data to Template: In Word, go to the "Mailings" tab, select "Start Mail Merge," and choose "E-mail Messages." Then, use the "Select Recipients" option to link your data source (Excel or Outlook contacts) to your email template.
4. Insert Merge Fields: Replace placeholders in your email template with merge fields from your data source. This step customises each email with the recipient's information.
5. Preview and Finish: Use the "Preview Results" option to see how your emails will look. Once happy, click "Finish & Merge" and choose "Send E-mail Messages" to send your emails.
There are some YouTube videos that give tutorials too.
Hope this helps.
Thanks for the info. It has since disappeared so must be coming soon. Likely mirrors some of the steps you shared for doing a mail merge starting in Word.