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How to Send Personalized Bulk Email with Mail Merge

Follow these steps in order.

  1. Prepare your recipient list

    Set up a spreadsheet with columns for names, email addresses, and any other details you want to personalize.

  2. Write your email template

    In your word processor, write the base message and mark the parts to personalize, like Hello, [Name].

  3. Start the mail merge

    Go to Mailings > Start Mail Merge > Email Messages.

  4. Connect your spreadsheet

    Under Select Recipients, link your prepared spreadsheet so each row's data matches automatically.

  5. Finish and send

    Choose Finish & Merge > Send Email Messages, and each recipient gets an individually personalized email.

One template, hundreds of personalized emails

When you need to send the same core message to many people but with each person's name, or other details, filled in correctly, mail merge saves you from rewriting the message by hand for every recipient.

Personalize more than just names

Any column in your spreadsheet can be inserted into the template: amounts, dates, order numbers, or anything else you want tailored to each recipient.

Frequently Asked Questions

Can recipients see who else received the email?

No, mail merge sends each message individually, so no recipient sees any other recipient's information.

Can I personalize more than just the name?

Yes, any column from your spreadsheet, such as an amount or a date, can be inserted into the template.