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  1. Merge to E-Mail is unavailable if you have not selected your default email program. Choose the To merge field, the subject, and whether to send as text, HTML, or as an attachment. When you send as an attachment, the email has no body text; instead, the message is sent as an attached document.

  2. Data sources. Your first step in setting up a mail merge is to pick the source of data you'll use for the personalized information. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. If you don't yet have a data source, you can even type it up in Word, as part ...

  3. Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you don’t see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.

  4. Jan 26, 2023 · Step 1 – Selecting the contacts in Outlook. The first step is to select the contacts in Outlook. If you only want to select a handful of contacts, then it’s easiest to hold down the Ctrl key and select the contacts in the list: Selecting a few contacts. Another option apply a filter on your contact list.

  5. Aug 24, 2023 · Start mail merge in Outlook. With the contacts selected, go to the Home tab > Actions group, and click the Mail Merge button. Step 3. Set up mail merge in Outlook. In the Mail Merge Contacts dialog box, select the options that work best for you. Under Contacts, choose one of the following:

    • Svetlana Cheusheva
    • 8 min
  6. Jan 24, 2023 · Start the Mail Merge Wizard; Select the tab Mailings-> click the Start Mail Merge button-> Step by Step Mail Merge Wizard…. The Task Pane panel will open on the right side of the document to choose the document type. Here select “E-mail messages”. Using the Mail Merge Wizard in Word to create a mail merge.

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  8. 1 day ago · Click on Insert Merge Field and select the field you want to add. For example, to add the recipient’s first name, select the “FirstName” field. Repeat this process for all the personalized content you want to include, such as last names, email addresses, or any other specific data. Previewing and Finishing Your Mail Merge

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