Use Outlook contacts as a data source for a mail merge

To be able to completely understand what we will be discussed below in this article, you need to know for sure what a mail merge is. The simplest way to explain this, so everyone can understand it completely, is by saying that you can use this feature to create personalized emails that can be sent to up to 200 users at the same time.

This is something that people who own a business or have a job that requires the use of their email platform a lot, since they can reduce the time it will take them to send all of this one by one, and those users will be able to get all the important information that they needed to receive faster. So take a moment to read this article and the steps you have to follow below, so this way you will find a way to do your work in a more productive way.

Use Outlook contacts as a data source for a mail merge

How to do this?

If you didn’t know this you can mail merge from your Outlook account, and you will do this easily by going to the word and merging the data that comes from your Outlook contact list as the information that they need. Below we will show you exactly what you need to do:

  • The first thing that you have to do is make sure that all the information in your contact list is okay.
  • Then you need to open the home tab on the Outlook Contacts folder, and then you can just simply click on the button that says Mail Merge, to start.
  • Once you are there a little box will open where you will have to select all the options that you want, then choose the Document type that you want to create.
  • And after you are done with all of that, you just simply click on the Ok button.
  • Then Word will open and depending on the options you clicked a merge document or blank one will show up.
  • After that, you need to finish adding the merge fields, and when you end click on Preview results, so you can see what you have at the moment.
  • And if you like it you can just click on Finish & Merge and then click on send e-mail messages and then you are done.

Save your Outlook e-mail merge

Now that you know how to create it from the beginning, you have to know how to save it, and when you do this you have to know that it will say connected to your data source (your contact list).

So as it was mentioned you will be able to have access to it after the merge has happened. And using it again it’s something very simple the only thing you have to do is click on the merged document and click on Yes when Word asks to keep the connection. Once you are in there you can even edit the list of people the emails go to so simple, click on the button that says edit Recipient List and choose the addresses you want to add and what you want to remove.