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Creating the email template: Draft a well-formatted and personalized email template in your email client, using placeholders for the recipient's name and any other dynamic content. Initiating the mail merge: Follow your email client's instructions for starting a mail merge and linking it to your Excel list.
Why Send Mass Emails from Excel? Sending mass emails is a common task for many businesses and organizations. Email newsletters, promotions, event invites and more can reach a large audience quickly and efficiently. But drafting unique emails for hundreds or thousands of contacts is tedious and time-consuming. This is where Excel comes in handy!
- Open Excel to begin creating your email campaign list. If you already have an Excel list, open that particular file. Your first row of data should contain column headings such as First Name, Last Name and E-mail; the subsequent rows should contain the contact details.
- Save the file as a CSV (comma delimited) file and open Outlook.
- Navigate to Outlook Contacts and right-click the word "Contacts" on the left under the “My Contacts” section. Select "New Folder," give it a name (i.e. "Newsletter" or "Marketing") and highlight the new folder once it has been created.
- Import your Excel email contact list into your new Outlook Contacts folder by accessing the File menu and clicking “Import and Export” to launch the Import and Export Wizard.
- HubSpot. Start using HubSpot's free Email Template Builder. Price: Free & paid options available. If you're a Marketing Hub user, HubSpot offers a great collection of email templates you can use on your next marketing email.
- Announcement by Litmus. Price: Free. Litmus offers a free email template collection — from newsletter templates to account management templates. This marketing-specific theme — simply referred to as "Announcement" — is modern and sleek, while still being kind of fun.
- ConvertKit. Price: Free. ConvertKit is a creative email template platform that’s a great option for bloggers, course creators, and more. ConvertKit comes with email automation tools, signup forms, and many more integrations.
- ZURB Ink. Price: Free. ZURB Studios has five responsive email templates available for free, including the newsletter one below. It has a great, fluid layout you can customize with your own colors, images, and wording.
Creating an email list from Excel is actually simple, particularly if you’re a Campaign Monitor client, because you can easily import addresses from Excel (XLS, XLSX) and those that are formatted using a comma-separated values (CSV) format.
By following these steps, you can easily create and manage an email distribution list using Excel's built-in features. This can be a useful tool for sending out group emails to a predefined list of recipients.
