Mail Merge Outlook

Summary

This article explains how to perform a mail merge with a Microsoft Outlook Contacts list in Microsoft Word.

Verify that contacts are displayed

To use the mail merge feature with an Outlook Contacts list, you must select the Show this folder as an e-mail Address Book check box in the Outlook Contacts Properties dialog box.
If no contact files are listed in Outlook, follow these steps:

Merge by selecting the “Mailings” tab in the ribbon. In the “Start Mail Merge” grouping, click on the “Start Mail Merge” button. It will show a list of mail merge options available. You can choose Letters, E-Mail Messages, Envelopes, Labels or Directory. In this case we want to send an email click on “E-Mail Messages”. Learn how to send mass emails to a list of email addresses stored in Excel. Use Word to create a form, select a file from Excel, and send the mail through O. Click on “Create a new merge” You can start your email merge process with a Blank email or using an Email template (pre-set email) from the list. Make a selection and click Next. EmailMerge can use data from many sources including from inside Outlook and Excel. In this case select “Excel File” and then select the Excel file you want to use.

  1. Right-click the contacts subfolder that is not being displayed, and then click Properties.

  2. On the Outlook Address Book tab, click to select the Show this folder as an e-mail Address Book check box, and then click OK.

For more information about how to start a mail merge from Microsoft Outlook, click the following article number to view the article in the Microsoft Knowledge Base:

287561 How to use the Mail Merge feature with contacts in Outlook 2002 and Outlook 2003

Mail merge with Outlook Contacts list

To perform a mail merge with an Outlook Contacts list in Word, follow these steps, as appropriate for the version of Word that you are running:

Mail Merge Outlook Contacts To Word Labels

  1. Microsoft Word 2002
    On the Tools menu, click Letters and Mailings, and then click Mail Merge Wizard.
    Microsoft Office Word 2003
    On the Tools menu, click Letters and Mailings, and then click Mail Merge.
    Microsoft Office Word 2007
    On the Mailings tab, click Start Mail Merge, and then click Step by Step Mail Merge Wizard.

  2. In the Mail Merge task pane, click Letters under Select document type, and then click Next: Starting document.

  3. Use one of the following procedures:

    • If you want the want the body of the letter to be the document that is currently open, click Use the current document under
      Select starting document. Go to step 5.

    • If you want the want the body of the letter to be an existing template, click Start from a template under
      Select starting document, and then click Select template.

    • If you want the want the body of the letter to be an existing document, click Start from existing document under
      Select starting document. Click Open, and then select the file that you want to use as your main document.

  4. Click Next: Select recipients.

  5. Under Select recipients, click
    Select from Outlook contacts. Under Select from Outlook contacts, click Choose Contacts Folder.

  6. In the Select Contact List Folder dialog box, select the contact list that you want to use, and then click OK.

  7. In the Mail Merge Recipients dialog box, make any changes that you want, and then click OK.

  8. Click Next: Write your letter. Type your letter, if you have not already done so. Click where you want to insert the first field. In the Mail Merge task pane, click the field that you want to insert under Write your letter.
    Alternatively, click More Items to display the Insert Merge Field dialog box, and then insert the field that you want. When you have finished writing your letter and inserting merge fields, click
    Next: Preview your Letter.

  9. Click the left arrow or the right arrow to preview the way that the merged document will look for each recipient. Make any changes that you want. When you are finished, click Next: Complete the merge.

    Adobe premiere 2021 full

  10. Click Print.

References

For more information about mail merge, click the following article numbers to view the articles in the Microsoft Knowledge Base:

294684 How to use Mail Merge to create mailing labels in Word 2002

290408 Frequently asked questions about mail merge

Outlook

294693 How to use mail merge to create a directory in Word 2002 and in later versions of Word

294685 How to use mail merge to create envelopes in Word 2002 and in later versions of Word

294694 How to use mail merge to create e-mail messages in Word 2002 and in later versions of Word

294695 How to use mail merge to create faxes in Word 2002 and in later versions of Word

294683 How to use mail merge to create form letters in Word 2002 and in later versions of Word

Version 4.3.1 — released on December 7, 2020

Naming capabilities for personalized attachments are enhanced: using an optional name and multiple merge fields is possible.

Version 4.3 — released on January 24, 2020

  • New: support of the exclusion list is added: messages are not sent to these recipients, even if the addresses are present in the main recipient list or data source.
  • New: the option of generating detailed report for created messages is added.
  • Fixed: a problem with missing spaces in the attachment names, obtained from the data file field.

Version 4.2 — released on September 5, 2019

  • New: the option 'Save copies of the generated files to folder' is now available for RTF and HTML/MHT attachments as well.
  • New: a possibility to send product logs to the MAPILab Support Team is added.
  • Fixed: an error could appear with the 'PDF/RTF/HTML Attachment' message format if message body was kept blank.
  • Fixed: in the 'Save copies of the generated PDF files to folder' option, an issue with the incorrect file name format is resolved if a data source field is selected as file name.
  • New: the mail profile selection option is added.

Version 4.1 — released on June 17, 2019

  • New: tracking email campaign results with Google Analytics.
  • Check for running programs from the Microsoft Office suite during the installation of the add-in is added, as well as the possibility of force closing them for the correct installation of the add-in.
  • Check of the launch of the installation of the add-in with another user’s rights ('Run as Administrator') and automatic selection of the correct installation method is added.

Version 4.0.1 — released on April 4, 2019

  • Mechanism of embedding images into HTML-formatted messages is significantly improved.
  • Fixed: an error with loading .NET module for connection to SharePoint, known on the systems where different .NET Framework versions are installed, is resolved.

Version 4.0 — released on December 28, 2018

  • New: program interface is completely redesigned. Sending personal mailings is now smarter and faster.
  • New: personal messages sent attached as files in the PDF format can be saved to the specified local folder or network share.
  • New: the number of recipients is displayed.
  • Fixed: an issue with processing file masks in the file names got from the data source.
  • New: options for viewing program logs are added.
  • New: custom setting to delay the start of mailing is added.
  • Program Help item is updated.

Version 3.0.2 — released on October 9, 2018

Support for Microsoft Outlook 2019 is added.

Version 3.0.1 — released on April 19, 2018

  • Diagnostics logs are improved for advanced troubleshooting.
  • Fixed: an issue with processing large recipient lists known with the 32-bit Office 2016 edition.

Version 3.0 — released on February 22, 2018

  • The mechanism of generating personalized PDF-documents is improved.
  • New: Microsoft SharePoint Lists are supported now as Mail Merge data source.
  • Professional edition of the product is released.

Version 2.12.3.3 — released on August 18, 2017

  • Fixed: an issue with adding the add-in toolbar to the 'Mailings' ribbon tab in Publisher and Word, known in several cases with Microsoft Office 2013-1016.
  • Fixed: the 'Invalid registry data type' error, known with the recent updates applied over the version 2.6 and lower installed previously.

Version 2.12.1.0 — released on May 17, 2017

  • Revised and updated installation / deployment mechanism of the add-in for Microsoft Office applications has been added:
    • diagnostics of the current MS Office configuration;
    • add-in loading diagnostics in Word, Outlook and Publisher;
    • mechanism for fixing loading issues in case the add-in is disabled in any Office applications.
  • Diagnostics logs enriched with a new detailed data to simplify troubleshooting.

Version 2.12.0.4 — released on February 10, 2017

  • An update for the mechanism for prevention of a system security warning from Outlook when trying to access items has been implemented. This warning appeared in systems of some languages after installation of Outlook 2016.

Version 2.12.0.3 — released on January 30, 2017

Mail Merge Outlook Cc

Improved handling of large lists of recipients when operating memory is low.

Version 2.12 — released on October 12, 2016

  • New feature is added: current document name can be used to rename the attached file which contains the main message text, when the “PDF/HTML/RTF Attachment” message format is selected.
  • Fixed: the error known with some specific configurations on closing publication in Publisher.

Version 2.11 — released on July 4, 2016

  • New: Logging level option is added for troubleshooting: Mail Merge Toolkit Help button (down-pointing arrow)-> Logging.
  • New: alternate action for messages with attachments is added: if the file is unavailable, you can select to stop sending the message with failing attachment. Other available alternates: Skip for this message, Skip for all messages, Stop sending.
  • Fixed: an issue with detection of the records number in the data source if some specific filters are used.

Mail Merge Outlook Excel

Version 2.10 — released on March 22, 2016

If the modes “HTML/RTF/PDF Attachment” are selected for the main document, inserting graphics is now supported for the outgoing HTML message body, generated by the add-in based on the custom form.

Version 2.9 — released on September 7, 2015

Outlook Email Sign In

  • Support for Microsoft Office 2016 has been added;
  • Support for Windows 10 has been added.

Version 2.8 — released on January 19, 2015

The format of the outgoing message is changed if the modes: “HTML Attachment”, “RTF Attachment”, or “PDF Attachment” are selected as message format in the add-in settings. The new version of Mail Merge Toolkit generates messages in the HTML format, instead of the previously used RTF.

Version 2.7 — released on June 25, 2014

  • An issue with incorrect converting publication to the GIF format by using Mail Merge in Microsoft Office Publisher 2007-2013 is fixed.
  • New feature is added in Microsoft Office Publisher: export of publication to the PDF format.
  • The method of editing in Microsoft Office Publisher is updated: the built-in editor is now used.
  • If you select the 'PDF Attachment' message formats in Publisher, you can configure using a separate template in the message body (so that it is not empty if you send your message text as an attachment).
  • Unicode support is added.
  • The bug of processing filters by the data source record numbers is fixed.

Version 2.6.4 — released on May 27, 2014

  • Compatibilty with Microsoft Office 2013 Service Pack 1 (KB2817430) is added.
  • New feature is added: you can use a separate template in the message body if selecting message formats like: 'HTML Attachment', 'RTF Attachment', 'PDF Attachment' (in previous versions, message text was sent in the attachment, and message body was empty).
  • An issue with incorrect displaying specific local characters is fixed.
  • The method of sending messages with attachment is optimized.

Version 2.6.3 — released on October 18, 2013

  • An issue when the registration code is unsaved known if running Microsoft Office Word without Administrator credentials is fixed.
  • Unicode paths to the attached files (specific national characters in filenames) are now supported.
  • New feature: file masks are now supported in the name of attached files.
  • An issue with sending blank message body is fixed – it was known in several cases with the systems where non-English local language settings were used.

Version 2.6.2 — released on February 25, 2013

The feature to send personalized messages as PDF attachments has been added.

Version 2.6.1 — released on November 16, 2012

  • Support for Windows 8 has been added;
  • Support for Microsoft Office 2013 has been added.

Version 2.6 — released on December 19, 2011

Merge

A possibility to use data source fields inside of automated Word fields (for example, Database field) is added.

Version 2.5.7 — released on October 14, 2010

The problem with displaying full path to the attachments has been fixed.

Version 2.5.6 — released on February 19, 2010

Microsoft Office 2010 Beta (64-bit editions) support has been added.

Version 2.5.5 — released on December 10, 2009

Microsoft Office 2010 Beta (32-bit editions) support has been added.

Version 2.5.4 — released on July 22, 2009

  • Deployment capability has been extended;
  • Minor interface changes.

Version 2.5.3 — released on December 23, 2008

Support for Microsoft Outlook 2007 hotfix package KB958789 has been added.

Version 2.5.2 — released on December 18, 2007

The problem with adding extra character to end of the message has been fixed.

Version 2.5.0 — released on December 11, 2006

  • Support for Windows Vista has been added;
  • Support for Microsoft Office 2007 has been added.

Version 2.4.0 — released on April 20, 2006

  • Attachment Manager has been added;
  • Program Installation Wizard has been improved;
  • The 'Help' section has been enhanced;
  • The list of company's products and their description has been updated.

Version 2.3.0 — released on January 17, 2006

Some bugs have been fixed.

Version 2.2.0 — released on July 8, 2005

  • A possibility to send messages when the 'CC' and 'BCC' fields are filled in has been added.
  • The fields and the settings of the main window of the program can be saved now.

Version 2.1.0 — released on June 11, 2005

  • The way to select accounts has beed changed.
  • Now you can send the merged messages with background images.

Version 2.0.0 — released on May 27, 2005

Mail merge outlook mac

The message converter has been rewritten and the bugs with message formatting have been fixed.

Version 1.7 — released on March 14, 2005

The possibility to send messages through a specifed account has been added.

Version 1.6 — released on February 23, 2005

German language has been added.

Version 1.5 — released on January 13, 2005

  • Bug with sending messages by Excel datasource has been fixed.
  • Russian language has been added.

Version 1.4 — released on August 27, 2004

  • Microsoft Windows XP Service Pack 2 compatibility issues are fixed.
  • Product was tested with Windows XP 64-bit Edition, no known issues.

Version 1.3 — released on August 10, 2004

  • The Button 'Mail Merge Toolkit' has been added to the 'Mail Merge' toolbar of Microsoft Word.
  • Now you can send the merged messages like attachments in the RTF format.
  • A possibility to send messages to recipients from exchange server's address book has been added.

Version 1.2 — released on January 14, 2004

  • Add-in now allows the user to choose save or not to save sent messages(to the Sent Items folder).
  • Some bugs have been fixed.

Version 1.1 — released on October 24, 2003

Bug with recognizing the type of message attachment has been fixed.

Version 1.0 — released on October 9, 2003

First public version.