Instructions to merge and send bulk mail on Mac

Email Merge is a mass mailing and composing feature that allows you to create a series of messages with the same content but different information. Then send to a bunch of customers. If you are running a campaign and need to send invitations to a series of partners and customers; or send certificates of merit and certificates to many people, the Email Merge feature is extremely useful, helping users save considerable time.

For example, you need to send a letter to a series of client partners inviting them to attend a company event, the main content of the letter is the same. However, some information such as mail subject, recipient's full name, recipient's address, phone number... needs to be changed to suit each person. Then, the Email Merge feature will help you compose and send bulk messages at once that are similar in content but different in customization details.

How to merge and send bulk mail in Microsoft Office (Excel, Word, Outlook) on Mac

This article shows you how to do email merge using Microsoft Office on Mac. I use Gmail as an example. But if you can merge mail with any type of email account, as long as it can be included in Outlook (Exchange, POP, IMAP, etc.).

For example with Gmail, go to Settings of Gmail.

Instructions to merge and send bulk mail on Mac

Under Forwarding and POP/IMAP , make sure Enable IMAP is selected .

Instructions to merge and send bulk mail on Mac

For some reason, Google thinks Outlook isn't secure. So to access Google from Outlook you will have to go to google.com/settings/security/lesssecureapps and select Turn on .

Instructions to merge and send bulk mail on Mac

Turn on Outlook and select Outlook > Preferences .

Instructions to merge and send bulk mail on Mac

Click Accounts .

Instructions to merge and send bulk mail on Mac

Add any accounts you want to use to send emails. Since I wanted to use my Gmail account as an example, I chose Other Email .

Instructions to merge and send bulk mail on Mac

Enter the appropriate information and then click Add Account .

Instructions to merge and send bulk mail on Mac

Then click on Outlook and select Work Offline . This step isn't necessary, but it's recommended as it allows you to check the merged emails before sending them out.

Instructions to merge and send bulk mail on Mac

Now launch /Applications/Mail.app and go to Mail > select Preferences .

Instructions to merge and send bulk mail on Mac

Apple doesn't allow choosing the option if you don't have an account, so you'll need to set up an email account in Mail, even if you don't use it.

In the Default email reader, select Microsoft Outlook.app .

Instructions to merge and send bulk mail on Mac

If you see mail keep reverting the default email client to Mail instead of Outlook, you can run the command:

/System/Library/Frameworks/CoreServices.framework/Versions/A/Frameworks/LaunchServices.framework/Versions/A/Support/lsregister -kill -r -all local,system,user

Make sure your Excel spreadsheet has at least one email column and another (e.g. Name). Save the Excel file where you can easily find it.

Instructions to merge and send bulk mail on Mac

Go to Word, under Mailings , select the type as Letters .

Instructions to merge and send bulk mail on Mac

Then select Use an Existing List and find the Excel file you saved earlier.

Instructions to merge and send bulk mail on Mac

If you have already created an Excel sheet, no problem. Press OK .

Instructions to merge and send bulk mail on Mac

Click OK again, unless you are using another spreadsheet, you must select the correct one you need.

Instructions to merge and send bulk mail on Mac

You can insert values ​​from other columns in the email's custom element spreadsheet (e.g. Dear ' First_Name' so that the person's name is automatically filled in).

Instructions to merge and send bulk mail on Mac

When you're satisfied with your message, select Merge to E-Mail .

Instructions to merge and send bulk mail on Mac

If the Merge to E-Mail option is greyed out, it means that Word doesn't see Outlook as the default email client. It could be that Mail stubbornly accepts it as the default email client, or that you don't have the corresponding Outlook version installed. In other words, you can mix and match using Word 2011 with Outlook 2016 as long as Outlook 2011 is installed.

Select the email address header in the To section , set the email subject you want recipients to see in the Subject section , then choose a message format type (probably HTML Message if you have any bold, italic, or color). any in the mail).

Then click Mail Merge to Outbox.

Instructions to merge and send bulk mail on Mac

 

This is where the Work Offline option in Outlook comes into play. You will see the Outbox with the merged emails not delivered immediately.

Instructions to merge and send bulk mail on Mac

That means you can go into some pending emails and double check if they are ok or not.

Instructions to merge and send bulk mail on Mac

When satisfied, choose Outlook > Work Offline to return it to online mode. Your message will be sent.

Instructions to merge and send bulk mail on Mac

How to use Mail Merge Mac in Microsoft Word 2016

Create a list of recipients

Open Microsoft Word, then select the Mailings tab  > Select Recipients > Create a New List .

Instructions to merge and send bulk mail on Mac

The data source window will appear on the screen. As you can see, List Fields includes names that you can use. To avoid confusion, you can delete them by selecting and clicking the minus sign next to them. Then enter the name you want in the corresponding field. You can sort the position of each field name using the up & down arrows. Once done, click Create .

Instructions to merge and send bulk mail on Mac

Name the data source, and then click Save . Fill in the recipient's name & address in the fields. Finally, click OK .

Instructions to merge and send bulk mail on Mac

Insert fields and complete documents using Mail Merge Macbook

Now for the easiest part, insert your merge fields. Select the Mailings tab > click Insert Merge Field , select your merge field . Repeat these steps to fill in the document with the appropriate merge fields. Save, then select Mailing > click Finish & Merge > click Edit Individual Documents .

Instructions to merge and send bulk mail on Mac

Finally, you can review documents or print them.

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