Step One: Type your email in Microsoft Word. Where you want to insert Mail Merge Fields in Word, temporarily type in a placeholder (i.e. NAME above). Save your document (My Documents or Desktop)

Step Two: In Microsoft Outlook, select the contacts you wish to email. Then click Tools-->Mail Merge.

Prepared By: Jeff Meucci ▪ Fidelity National Title ▪ www.jeffmeucci.com

How to Perform an Email Merge With Microsoft Outlook and Word

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Step Three: Once the Mail Merge Contacts dialogue box opens, click the top BROWSE (see arrow 1) button and locate your pre-typed Email Message. Once you locate the file, click OK.

Step Four: Once the Word Document opens, highlight your variable data field (NAME in this case) Click on the Insert Merge Fields button (see arrow 2). Once the Insert Merge Fields dialogue box opens, click First_Name* (see arrow 3). Click Close. *You may pick any available Outlook field, including Full_Name, First_Name, Salutation etc.

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Close Up View of Mail Merge Toolbar

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Step Five: After you’ve inserted your variable field, click the Merge To Email button (see arrow 4). Fill in a Subject line. When you click OK (see arrow 5), the emails will start sending to your Outbox. Don’t hit send until you’ve double checked your email content.

Close Up View of Mail Merge Toolbar

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Note: Once you have completed your first Email Merge, save the Word Document with the Mail Merge Field <<First_Name>> already inserted. It can serve as a future template and streamline the Mail Merge process.