Transcript
Page 1: How to mail merge for Free

How to mail merge for FREE

using word, excel &outlook

For the purpose of this presentation I’m going to assume you have a functioning mail client (outlook) that has been configured

(pop3,IMAP,etc) and ready to email

Page 2: How to mail merge for Free

Get you database ready. Basic fields you should think of are: Name | Email | Additional Snippets (further detailed information specific to that recipient) >once done save in any version of Excel (xls,xlsx,csv)

Page 3: How to mail merge for Free

• Prepare your email • For the purpose of this tutorial I’m using a simple word

document with tables (centered to document)• You can make it as fancy as you want

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• Start the mail merge• Mailings>start mail merge>step-by-step mail merge• menu should appear on the side

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• Choose email as your document type • If you have already designed your mailer and are satisfied with it • In my case I am using a template that I previously created

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• Use the database you created in slide 1 by clicking the browse option

• Select which sheet to use and determine which contacts u want included in your mail merge

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• Choose where in the document you want each field• You can get creative here and add in multiple fields to add in. • Basic field would be the name

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• Make sure to check that the names/ details display correctly

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• Add in title, double check email addresses • Leave the mail format on html (unless it’s purely a text based

mail) • Double check that outlook is open

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• Outlook should auto populate and auto send • Make sure the internet is connected • Have fun spamming your friends


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