Now it’s time to connect our Word document to the recipient list in Excel and configure Word to personalize the message based on our contact data. Start your mail merge in Word with two steps Focus on your email content first and foremost the quality of your email will have the most significant impact on its success. The best way to draft your message is to get started without worrying about your personalization fields. Now that we have our mailing list together, it’s time to put together our source document in Word.
Part 2: Draft your email template in a Microsoft Word document
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Set cells to the appropriate format so currency fields, numbers with decimals, percentages, and zip codes show up correctly in your message. Personalized fields will be formatted according to their selected data type in Excel in your email We will return to it once we’ve configured our email and are ready to set up our email recipients. In our example, we’re sending a cold outreach sales email, so we will also include the contact’s company name.įinal step: Open the file menu and save your Excel document. The most common personalization used in a mail merge is to include the recipient’s name in the message greeting line. Part 1: Configure the data used to personalize your message Minor errors are easy to miss when you’re working with bulk messages.
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To demonstrate, we’ll send a cold outreach sales email to a list of leads.Ī quick summary of how to send a mail merge from Excel: This blog post will walk you through creating and sending a personalized mail merge step by step. They can also save you time on tasks like mailing personalized letters, envelopes, and creating mailing labels. Mail merge is typically used to send mass emails that have been personalized to their recipient (like replacing “Hello! □” with “Hey John!”). Doing a mail merge in Word gives you all of the functionality of a mailing list, without the need to configure an expensive email platform. Recent ClippyPoint Milestones !Ĭongratulations and thank you to these contributors DateĪ community since MaDownload the official /r/Excel Add-in to convert Excel cells into a table that can be posted using reddit's markdown.A mail merge is a fantastic way to save you time when you’re emailing a large recipient list. Include a screenshot, use the tableit website, or use the ExcelToReddit converter (courtesy of u/tirlibibi17) to present your data.
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