In this blog, we will be using Microsoft Word and MS Excel to send a bulk email or newsletter out to multiple users, where the users' data is stored in the Excel file as rows. We will be doing all this without a single line of coding. In this use case, we will have a requirement to send out email campaigns to colleagues multiple times. Also, we will have an option to send a mailer greeting each respective user with their personal details present in the Excel sheet.
The user details can be present in any one of the following formats.
- Excel sheet
- SQL Table
- Access tables
- Oracle DB
Basically, it supports the ODBC connection.
Step 1
Open Microsoft Word and on the ribbon, check for the mailing tab. If it is not available, enable it from Options.
Step 2
Type the necessary body of the email in the document and click on "Start Mail Merge". Select E-Mail messages. There is another wizard option to go through the process of sending the mailer.
Step 3
Import the receipt for sending the mailer from an Excel sheet or create a new entry.
Step 4
Select the mail id’s column. Here, I have created a new entry.
Step 5
Use "Insert Merge Fields" to address greeting and other option from the data source that we have used.
Step 6
Select "Finish And Merge" to send the email to the users as per the need.