Outlook 365 mail merge limitations3/12/2024 ![]() New document - to create the document file from scratch.Contact fields in current view - if you've configured your view so that only the fields to be included in the merge are displayed. ![]() All contact fields - if you want all of the contact fields to be used in the merge.Only selected contacts - if you've selected the contacts that you want to email to.All contacts in current view - if you've filtered your view so that only the target contacts are visible.Under Contacts, choose one of the following: In the Mail Merge Contacts dialog box, select the options that work best for you. With the contacts selected, go to the Home tab > Actions group, and click the Mail Merge button. The screenshot below shows Outlook contacts grouped by category, with the Business category contacts selected: To add more columns to the current view, right-click any column name, click View Settings > Columns….To remove irrelevant columns from view, right-click the column name, and then click Remove This Column.To make the mail merge easier, you can display only relevant fields, and then use the fields in the current view for the merge. Outlook contacts contain a total of 92 fields, many of which are empty.For only the relevant contacts to be visible, perform a search based on the company, country or category.You can sort contacts by Category, Company or Location by clicking the corresponding button on the View tab in the Arrangement group. ![]() To visually see the fields that will be used in the merge, select the Phone or List view on the Home tab, in the Current View group.For this, switch to your Outlook Contacts (the CTRL + 3 shortcut will take you there right away), select the desired folder on the left pane, and then pick the people of interest. Select your Outlook contactsįirst off, you need to choose which of your contacts to send an email to. For convenience, we'll break down the whole process into 6 meaningful steps. If all the people you want to address are already in your Outlook Contacts folder, you can perform a mail merge directly from Outlook. This way the email is small, can be read on mobile with no problems and when the recipient clicks on the link you'll see this in your campaign reporting.Mail merge is a process of creating mass emails tailored for each recipient by taking data from a database, spreadsheet, or other structured file.īasically, you prepare your message template putting placeholders where appropriate, and a mail merge pulls the recipient's details (such as a name, email address, etc.) from a source file and inserts them into an email in the place of the placeholders.Įventually, everyone's happy - recipients feel unique and valued getting an individual message addressing their specific concerns, and you enjoy an improved engagement rate ) Then add the links to your email like this for example:ĭear Alex, Last time we spoke you showed interest in ACME and I promised to send you our brochure. PDFs) or images simply host them on your web server/homepage or a file sharing service (e.g. See here: How do I reduce the size of images in my campaign email?įor attachments (e.g. Note: If you need to send larger attachments, maybe have a look at our sister product called Options for images. ![]()
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