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How to Create a Mail Merge Mailing List Using Excel
Create your Excel mailing list
Before sending bulk emails, create a recipient list in Microsoft Excel.
Your Excel spreadsheet should contain columns such as:
| First Name | Last Name | Email Address | Company |
|---|---|---|---|
| John | Musyoki | john@gmail.com | ABC Ltd |
| Mary | Wanjiku | mary@gmail.com | XYZ Ltd |
Save your Excel file
1. Click File.
2. Select Save As.
3. Save the spreadsheet in an easy-to-find location.
Connect Excel to Word Mail Merge
1. Open Microsoft Word.
2. Go to Mailings.
3. Select Start Mail Merge > E-mail Messages.
4. Click:
Select Recipients > Use an Existing List
5. Select your Excel file.
Edit your recipient list
1. Go to:
Mailings > Edit Recipient List
2. Remove recipients who should not receive the email.
Insert merge fields
1. Select:
Mailings > Insert Merge Field
2. Add fields such as:
- First Name
- Company
- Invoice Number
Continue sending your bulk emails
After connecting your Excel list, continue with:
Create your Excel mailing list
Before sending bulk emails, create a recipient list in Microsoft Excel.
Your Excel spreadsheet should contain columns such as:
| First Name | Last Name | Email Address | Company |
|---|---|---|---|
| John | Musyoki | john@gmail.com | ABC Ltd |
| Mary | Wanjiku | mary@gmail.com | XYZ Ltd |
Save your Excel file
1. Click File.
2. Select Save As.
3. Save the spreadsheet in an easy-to-find location.
Connect Excel to Word Mail Merge
1. Open Microsoft Word.
2. Go to Mailings.
3. Select Start Mail Merge > E-mail Messages.
4. Click:
Select Recipients > Use an Existing List
5. Select your Excel file.
Edit your recipient list
1. Go to:
Mailings > Edit Recipient List
2. Remove recipients who should not receive the email.
Insert merge fields
1. Select:
Mailings > Insert Merge Field
2. Add fields such as:
- First Name
- Company
- Invoice Number
Continue sending your bulk emails
After connecting your Excel list, continue with:
