By: Janice

Janice — Mon, 08 Feb 2010 13:25:59 +0000

How to import an excel file
Click "Browse…" underneath the section labeled "Use an existing list" in the wizard on the right side of the screen
Find your file, and click Ok
It will give you the option to select a sheet from your excel file. Select the sheet that contains the contacts you want to import, most likely it will be Sheet1$, the first of the choices.
If the first row of you excel spreadsheet contains column names the import should work without a problem. If the first row is not the column names consider opening it in excel and inserting a new row at the top and labeling the columns.
Click Ok
Click "Next: Write your e-mail message" at the bottom of the mail merge wizard
Now you can create a letter and insert merged fields. In the wizard on the right side under the heading "Write your e-mail message" you can add things like a "Greeting Line" or "Address Block" or you can click "More Items…" to show all the merged fields that are available; you can add these by double clicking the field name.
Once you have your email written, click "Next: Preview your e-mail message" at the bottom of the wizard.
In the wizard under the "Preview your e-mail messages" title, you can scroll back and forth by clicking the arrow buttons to make sure your merging worked.
Click "Next: Complete the merge" when you are down verifying that the merge worked.
Click "Electronic Mail"
On the Merge to E-mail screen, make sure that "To:" has your email field selected.
Type your subject for the email into the "Subject line:" field.
Choose HTML or plain text from "Mail Format" depending on if your email is just text or if it contains images and links.
Select a subset of the records if you would like under the section "Send Records" otherwise if you want to send it to all the contacts in the excel spreadsheet leave it on "All"
Click Ok
Depending on your setup, it may merge the emails and not notify you when it is done.
If this happens:
Open up Outlook and check the Outbox or the Sent box to see if the emails are there.
References :
http://micobit.com

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By: Janice