In Step 1, 'Select document type,' check the Email messages box and go to Step 2, 'Starting document'. Start the 'Step-by-Step Mail Merge Wizard': on the Mailings ribbon tab, click Start Mail Merge, and at the bottom of the drop-down list, select Step-by-Step Mail Merge Wizard. To combine data from the source table with the mailing text, you need to create a message template with fields for this data. After you finish entering data into the table, save it.

The table columns must contain a header, and personal information is in separate rows for each recipient. In general, the data table looks like this: Discover more about creating an Excel Data Table in our article on how to mail merge from Excel to Outlook.

The program will then add that information to the indicated fields, i.e., merge the data from the file with the message template.

To add personal information to your message template, you must first assemble it into a data table. Try For Free Create an Excel data file with personal information

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