Would you like to send one message but format it so it’s addressed to each individual as a personal message? Make life easy by using Microsoft (MS) to create an email mail merge. If you’re thinking, “why not use some swanky email app?” My response to that is, sure you can use your swanky email app but you first have to sign up for the swanky account, add your contacts and figure out other technical functions. Why bother when you can use your already installed Microsoft software to create an email mail merge.
Since this is a two part tutorial, let’s create the email list and follow-up with Part 2 where we will complete the mail merge.
- Open Excel
- Type Headings (first name, last name, email)
- Enter data under each heading
- Click the file tab and save as
- Select the location to save document (I saved this file in my blog post folder)
- Name document and select save as type (you will save as CSV(MS-DOS)
- Click save
There, you just completed Part 1 of creating an email merge. In part two, we will complete the merge using outlook and word. See you next time. 🙂