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HOW TO DO A MAIL MERGE FROM EXCEL HOW TO
HOW TO DO A MAIL MERGE FROM EXCEL FULL

So, Row 1 might look something like this: Row #1 – should be used for labeling each column.

– will have all the information about a specific contact. one column will be for “Email Address” and another will be for “First Name”) – will each have their own unique data point (e.g. This is the data source for your recipient list, so it’s vital you get it right.Įxcel has two dimensions – Columns and Rows.Ĭolumns – listed as letters A, B, C, D, etc. Having created your list of targets, it’s time to make your Excel spreadsheet.

HOW TO DO A MAIL MERGE FROM EXCEL HOW TO

( Hint: Want to build a stronger list of recipients? Check out my guide on how to build the perfect prospect list for your email outreach campaign. Unfortunately, two in five salespeople say prospecting is the most challenging part of the sales process, meaning the first step is arguably the hardest.

Step 1: Prepare the Data for Mail Merge In Excelīefore you’re ready to start the mail merge process, you first need to build a mailing list. You don’t need Gmail or Google Sheets or anything like that. You don’t need any third-party plugins or add-ons.

Microsoft Outlook for sending the emails (and also an email address that is set up in Microsoft Outlook).

Microsoft Word for creating your mail merge document / email.

Microsoft Excel to manage your list for the mail merge.

A list of contacts that you want to email.

Easy Steps For Sending Bulk Emails From ExcelĮnough theory let’s get into the specifics of how to use Excel for mail merge.įor doing a mail merge in Excel to send personalized emails, you will need: The only exception is number #3, because there’s a good chance all the information on your envelope will be unique to the individual recipient. Personalization enhances the message, making it more likely to cut through and generate the desired response. In most of those examples, the “thing” you’re writing is largely generic information that stays the same for every recipient - like the location of an event or the features and benefits of your product. You’re most likely to benefit from mail merging if you’re: It means you can send bulk emails without making it obvious that they’re bulk emails. Yet, bafflingly, that same study found just 2% of more than seven billion emails it analyzed contained any personalization. I’ve already given you one stat that highlights the benefits of personalized emails.Īccording to Yes Lifecycle Marketing, emails with personalized subject lines see 50% higher open rates than those with a non-personalized email subject line. You can also do a mail merge with Google Sheets and also Gmail. There are many different ways to do a mail merge, and not just with Microsoft Excel. That way, you can craft more engaging, impactful emails by incorporating information like: …then the mail merge replaces the placeholder sections with personalized details pulled in from an external data source, such as an Excel spreadsheet.

HOW TO DO A MAIL MERGE FROM EXCEL FULL

Another popular application is using a mail merge to create address labels for envelopes.įirst, you write a templated email full of placeholder text… The most popular applications of mail merge are for creating emails or mass letters that use a template but have unique information for each contact. Mail merge lets you automatically create unique content for many different people. Then let’s get into it! What Does A Mail Merge Do? Shortfalls of using Excel for mail merge.In this step-by-step guide, I’m going to talk through: What’s the Best Alternative to Mail Merge for Excel?.Excel Mail Merge Disadvantages for Email Campaigns.Step 3: Personalize By Inserting the Merge Fields.Step 1: Prepare the Data for Mail Merge In Excel.Easy Steps For Sending Bulk Emails From Excel.