Forum Discussion
Mail Merge from an Email - New Outlook
I am seeing this mail merge feature in New Outlook but struggling to find info about this feature. Does anyone know about this? Also not working when trying to send.
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
20 Replies
Mail merge in the New Outlook is slightly more complicated compared to Classic Outlook. Hopefully, Microsoft will make improvements to simplify the process for users in future updates.
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 #traccreations4eYes, the upcoming feature "Outlook: Mail Merge (Advanced)" for Outlook on the Web and the new Outlook for Windows will definitely enhance the overall user experience in the New Outlook.
I just opened my New Outlook and sent a test message with the mail merge. Compared to Outlook Classic, there wasn't a way to pull in data from another source, so this mali merge appears to be like BCC, it won't show recipients who was on the mail. BCC now shows up as an option. I dont have any more information but wanted to update what I knew for people reading this post.
In another post, I referenced the Mail Merge as an "Enhanced BCC," which was said by Diane P.🤣
Teresa_CyrusI posted a few days ago, I am in the moderated queue so my replies come after everyone else has answered 🤣
Chris_FerraroI'm sure you've already figured it out, but to use this feature,
1) Start a new email message.
2) Enter all the email addresses in the "To" field.
3) Enter your subject and email message.
*Unfortunately, you can't personalize the email.
4) Click the down arrow next to "Send".
5) Select "Start mail merge".
6) Select "Send Mail merge".
It will now send the same message, but individually to each of your recipients.I also couldn't complete an email merge in New Outlook - had to revert to classic Outlook to send it. Hopefully this feature is being added soon, as it's a real problem for me if New Outlook gets mandated and I can't run email merges.
kellyhammerleI'm sure you've already figured it out, but to use this feature,
1) Start a new email message.
2) Enter all the email addresses in the "To" field.
3) Enter your subject and email message.
*Unfortunately, you can't personalize the email.
4) Click the down arrow next to "Send".
5) Select "Start mail merge".
6) Select "Send Mail merge".
It will now send the same message, but individually to each of your recipients.Unfortunately, BCC is not an option for many, we need separate emails in the outbox or need to customize the subject for each recipient. This new iteration is terrible.
I received a new company machine and when I got back to load in New Outlook, this was appearing again and I was able to use it. It takes the email you have and sends it individually to users.
However, I did not see a way to customize the message with merge fields - hopefully something of that nature is coming or maybe I was just unable to figure out how to use it.Hmm, I'm not even seeing that in the New Outlook, or I would have a play. I've talked with colleagues that also heavily rely on email merges, so I hope they figure it out!
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.
InongeMicrosoft
Hi, when you follow the steps, you have outlined, the emails do not get sent, and do not appear in the Outbox, sent or draft messages. The only way to send them is to switch to Classic Outlook, go to Outbox and then send your bulk emails.
Inonge I'm sure you've already figured it out, but to use this feature,
1) Start a new email message.
2) Enter all the email addresses in the "To" field.
3) Enter your subject and email message.
*Unfortunately, you can't personalize the email.
4) Click the down arrow next to "Send".
5) Select "Start mail merge".
6) Select "Send Mail merge".
It will now send the same message, but individually to each of your recipients.
EmmaSmythIt seems that your description outlines how mail merge is done using Microsoft Word, Outlook Desktop, or Microsoft Excel.
However, I believe Chris_Ferraro is specifically referring to the "Start Mail Merge" button under the "Options" tab in Outlook.com. Unfortunately, like @Chris_FerrarChris_Ferraro , I have been unable to find any specific information about this feature online. Most resources, including your explanation, seem to focus on mail merge using Word, Outlook Desktop, and or Excel, (because some people maintain their contact lists in Excel).
As shown in the screenshot below, this feature is with regards to Outlook.com. I attempted to use this feature with a contact list I created, but it did not customize the emails. In fact, there was no option to "Insert Merge Field" or "Greeting Line" as can be found under the "Mailings" tab in Microsoft Word.
Any guidance on this specific feature in Outlook.com would be greatly appreciated. Thank you!
princeyosaI'm sure you've already figured it out, but to use this feature,
1) Start a new email message.
2) Enter all the email addresses in the "To" field.
3) Enter your subject and email message.
*Unfortunately, you can't personalize the email.
4) Click the down arrow next to "Send".
5) Select "Start mail merge".
6) Select "Send Mail merge".
It will now send the same message, but individually to each of your recipients.
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.
