Office For Mac 2016 Mail Merge

Go to Mailings Insert Merge Field, and then choose the fields to add. In your main document, select Drag fields into this box or type text, and click or tap the text to remove it. Add and format the fields you want to be included in the email message, and choose OK. Step 5: Preview and send email messages. This course takes a deep dive into mail merge within Word 2016 for Mac. Mail merge is a powerful function to batch process personalized letters or emails as well as create mailing labels and envelopes.

Office For Mac 2016 Mail Merge

View Word2016MacMailMergeandCreatingForms.pdf from CS MISC at Sultan Idris University of Education. Microsoft Office Word 2016 for Mac Mail Merge and Creating Forms University Information. Connect to your data source. For more info, see Data sources you can use for a mail merge. Choose Edit Recipient List. For more info, see Mail merge: Edit recipients. For more info on sorting and filtering, see Sort the data for a mail merge or Filter the data for a mail merge.

So this probably seems like a rather random topic for the blog but given I do write a lot about being organised, I felt this (sort of) fitted the bill. It’s something I have been struggling to work out for the last week and I couldn’t find a good guide anywhere so decided to write my own. After many moments of frustration and endless Google searching on guides for how to do a mail merge email with office for Mac I’ve finally worked it out!!

Install WD My Cloud App for Windows: Connect the power cord to the WD My cloud device and the other end to an AC outlet. Connect your wireless router and My Cloud device with an Ethernet cable. Connect your desktop computer and My Cloud. We use cookies on this site for various purposes, including to enhance site performance, personalize your experience, and deliver interest-based ads. Western digital my cloud app for macbook.

Step by step guide on how to do a mail merge email with office for Mac

First, some basic principles on mail merge emails for those who aren’t familiar. Mail merge emails are written and managed from Word, not from Outlook. All data that will be “merged” into the email is taken from an excel file. This file should be set up with headings in each column with the first column being email. So you might have columns that read Email, First Name, Surname etc. Whatever fields you have in this file are the fields you will be able to merge into your document. It is very important that you have this set up correctly with email in the FIRST column.

Let’s get started…

Make sure your default mail setting is “Outlook”. You can co this by going to “Mail” (the Apple mailbox with the eagle on it) and selecting Preferences – General –Default Email Reader – Outlook. This is essential. It will not work if you don’t do this!
Restart your computer (for some reason I needed to restart before it seemed to remember my preferences).
Make sure your Excel document is set up correctly. Email should be in the first column and each other column with information will need a relevant heading. New recipients then go in each row.
Close your Excel document.
Open word, choose a new blank document.
Go to Tools – Mail Merge Manager
The Mail Merge Manager will then open. Select “Create New” and choose “Form Letters” if you want to send an email.
In the main Word document write out your email. You can merge fields into your document here to personalise it. For example, you may want to write Dear “clients name”. You would do this by dragging the relevant placeholder into the document. It will show up as <<Column Heading>> rather than the actual contents of the column but will merge together before sending and you can preview it in a later step.
Filter recipients using the options button. You might choose to email only certain people in your Excel document. I personally don’t use this and tend to modify my Excel file rather than filter here.
Preview your email by clicking on the <<ABC>> button under “Preview Results”. Here you can flick through each email with the arrows and it will show you how the email will display. Keep in mind that your signature will be added by Outlook. See below for more hints on this.
Click “Generate email messages” and Outlook will open and send your emails.

Hints & Trouble Shooting:

Make sure the account you want to send from is your default account in Outlook.
Outlook will automatically add your signature in but if you use a signature with an image, you may need to remove the image or set it so that it doesn’t use a signature for that account and then include your signature in the word document. I found it didn’t handle my logo well when I let Outlook insert my signature.
If you find that the generate email messages is grayed out this is probably because you failed to restart your computer after changing your default mail reader to outlook (or you skipped this step altogether!)
If you get an error saying “Word was unable to mail your document. Please make sure your mail program is configured correctly and that you can send mail with it” then shut down your computer and start in safe mode by holding the shift key while the computer starts. For some reason this seems to clear the caches or something and fixes the issue.

If you have a need to mail merge from a shared mailbox, ensure that you have the following as well: Drulov model 70 manual transfer switch.

Permissions to the Shared Mailbox in Question (full access)
Outlook 2013 (PC) or 2016 (Mac), or OWA

Procedure: