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• MAILINGS IN EXCEL PLUS

Mailings > Select Recipients > Use an Existing. Next, in Word, pick Mailings > Start Mail Merge > choose type. Connect and edit the mailing listĬonnect to your data source. First, organize the data into one Excel sheet. The Excel spreadsheet to be used in the mail merge is stored on your local machine.Ĭhanges or additions to your spreadsheet are completed before it's connected to your mail merge document in Word.įor more information, see Prepare your Excel data source for mail merge in Word. 2.2 If you want to include attachment fields in your mailing list, please check. In the Create Mailing List dialog box, you need to check the fields as follows: 2.1 In the Columns for Mailing List section, check the corresponding fields as the columns of the mailing list you need.

MAILINGS IN EXCEL PLUS

For example, to address readers by their first name in your document, you'll need separate columns for first and last names.Īll data to be merged is present in the first sheet of your spreadsheet.ĭata entries with percentages, currencies, and postal codes are correctly formatted in the spreadsheet so that Word can properly read their values. Click Kutools Plus > Create Mailing List. Under General, select the Confirm file format conversion on open. Make sure:Ĭolumn names in your spreadsheet match the field names you want to insert in your mail merge. When you run a mail merge, Word pulls names, addresses, and other information. Dynamic Mail Merge to Capture Excel Formatting Open Word, choose File > Options > Advanced. For example, to address readers by their first name in your document, you'll need separate columns for first and last names. Make sure: Column names in your spreadsheet match the field names you want to insert in your mail merge. Then in the Send Emails dialog, specify the setting. Here are some tips to prepare your Excel spreadsheet for a mail merge. Select the Mailing List table, and click Kutools Plus > Send Emails.

Here are some tips to prepare your Excel spreadsheet for a mail merge. After creating the Mailing List table and entering the information, you can send personalized emails to multiple recipients with Send Emails feature of Kutools for Excel in Excel. Controls to send mail are missing or disabled 1) Office Button > Excel Options or File > Options 2) Customize or Quick Access Toolbar 3) Choose Commands Not.