![]() Make sure all of the data you need is contained in Sheet 1 of the workbook. Using Excel, and again saving to your local drive, create a new workbook that includes separate columns First Name, Last Name, Email Address, and any details you’d like to include to personalize the message. ![]() Use temporary placeholders for first name, last name, and any other details you would like to personalize in the final text. ![]() Using Word, create a new document that includes your full message to recipients. Mail Merge Using Microsoft Office Suite (Word, Excel) and Outlook in Windows We have put together this step-by-step explanation on how to mail merge and set up emails sent to relatively large mailing lists using Microsoft Outlook and Microsoft Word with Windows. When you need to send a large number of personalized emails, but not enough to justify using a full marketing automation platform, mail merge can be a powerful tool.
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