![]() ![]() ![]() On the Home tab, in the Number group, choose the Number Format (General) box down arrow, and then choose an option in the list. To preserve numeric data you've formatted as a percentage or as currency during a mail merge, follow the instructions in the "Step 2: Use Dynamic Data Exchange (DDE) for a mail merge" section. When done, save your data source with a new file name.įormat any numerical data like percentages or currency values in any new or existing data source in Excel that you intend to use in a Word mail merge. Mail merge - A free, 10 minute, video training Use mail merge to create and send bulk mail, labels, and envelopes In your mail merge document, you add the symbols before or after the merge fields like this: If you include the symbols, the numbers make more sense. For example, here's how the currency and percentage values look if you omit symbols. Make sure you add the appropriate symbol before or after a merge field. Go to Home, and in the Number group, select the Number Format box down arrow, and then choose an option in the list (such as Text). Leading zeros-for example, 00399-in codes are dropped during a mail merge if they're not formatted as text.Ĭhoose the column that contains the ZIP Codes, postal codes, or other data to be formatted. If not done when imported, format it now. ZIP Codes or postal codes needs to be formatted as text to preserve the data during a mail merge. Format a column of percentages as text if you want to avoid that multiplication factor. If you choose percentage as a category, be aware that the percentage format will multiply the cell value by 100. Format a column with numbers, for example, to match a specific category such as currency. In your Excel data source that you'll use for a mailing list in a Word mail merge, make sure you format columns of numeric data correctly. Save your spreadsheet with a new file name. Data is imported beginning with the named cell address. Head over to your "Sent Items" folder in Outlook to see all the emails sent by the plugin.Īnd that's it! You've now successfully sent a mail merge with individual attachments using Microsoft Outlook 365 and the Secure Mail Merge plugin.Caution: The cell address in the Import Data dialog box shows the currently selected cell.Monitor the progress as the emails are sent and the attachments are added.Click on "Start Sending Campaign" in the plugin.Check your inbox to verify that the first row of your spreadsheet is used to populate the email, and the attachments are properly included.įinally, when you're satisfied with your test email, you can proceed to send the mails:.Authenticate with your Microsoft 365 account when prompted.Click the "Test Email" button in the plugin to send a test email to yourself.You can also format the email as you wish, including adding signatures, images, etc.īefore sending out the mail merge, it's always a good idea to test it beforehand: For instance: Invoice for Flat " and any other custom content.Write your email subject and body, making sure to include your custom fields using the dropdown menu provided by the plugin. With your data and attachments prepared, it's time to write your email: Click on "Open" to add the files to the mail merge campaign.Select all the files using Ctrl+A or by selecting them with the mouse.Click on "Add Files" and navigate to the folder containing the files you want to attach.The plugin will look for the "Attachments" column in your spreadsheet and prompt you to upload the necessary files.Select the spreadsheet file you prepared earlier.In this case, we are using a prepared spreadsheet. Choose whether you'd like to use a spreadsheet or send a mail merge to people in your address book.Click on the Secure Mail Merge icon in the "New Email" window.With the plugin installed, you can start setting up your mail merge: The plugin is now installed and will appear when you click on "New Email." Using the Plugin to Send Your Mail Merge If youre doing an email merge, make sure Outlook is your default email program and that its open. Switch over to Outlook, and follow these steps to install the Secure Mail Merge plugin: You can add multiple files to a single email by separating them with a semicolon, as shown in the example: Any other information you'd like to include, such as a flat number, invoice number, or any other custom fields.Īdditionally, you should include a column containing the filenames of the files you want to attach for each recipient.If you dont yet have a data source, you can even type it up in Word, as part. Excel spreadsheets and Outlook contact lists are the most common data sources, but any database that you can connect to Word will work. ![]() For example, this may include fields like: Your first step in setting up a mail merge is to pick the source of data youll use for the personalized information. The first step in any mail merge is to create a spreadsheet containing the information that you'd like to send out to your customers. Hide video preview Preparing Your Data Spreadsheet ![]()
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