Mail Merge and Bulk Email in MS Word - - vimore.org

Mail Merge and Bulk Email in MS Word

Mail Merge and Bulk Email in MS Word

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This presentation shows how to bulk email recipients from MS Word using data from an external one-table database. Each recipient will receive a customised message via email. Objective: To send an email to each sales person showing how much product they have sold and a brief comment summarising their performance. Each email is to be customised. Step 1. Set up a one table database. Each row is a record except for the first row, which contains the column headers or field names. Each column is a field. For the purposes of this presentation, the table has been created in MS Excel, on a sheet named Main. The Excel file, named MyData.xlsx, serves as an external database file. Step 2. From the MS Word file, a connection is established between Word and the external database. The message is created from within Word and fields are inserted from the external database into the Word document. Step 3. The "If ... then... else" rule is applied to produce specific comments depending on a particular field value. The "Skip record if" rule is applied to exclude certain records (i.e. individuals) from the mail merge or bulk email. Step 4. The emails are generated and sent to recipients identified in the external database. The emails are sent by the default email client, which in this case was MS Outlook.



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