Software-as-a-Service Alternatives

If you're an organization doing a lot of targeted mailings and campaigns, you may want to consider uploading your email lists to an online service that will track campaigns and templates for you as well as give your users an easy way to unsubscribe. Here are some examples of those SaaS solutions:

Google Add-ons

There are also some third-party add-on solutions. If you don't mind the developers having access to your Google information, then you may want to explore these options:

Some other funky workarounds...

Go to Mailings Edit Recipient List to edit the recipient list. Edit List Entries Shows the data source one record at a time.Choose and edit any of the fields. Changes are saved if you switch to another record or select OK. Find Scans for a match to a string you specify for a field in your data source.Find is not case sensitive, so MEGAN will find Megan, megan, and mEGAN. Open the document template on MS Word Position the cursor in the area you want to insert the merge field From the menu, select Insert Field. In the Mail Merge categories, select MergeField. Nov 14, 2019 Select the Mailings tab, then click Insert Merge Field, then choose your merge field. Repeat the steps to populate your document with the appropriate merge fields. Save the form letter, select the.

This Apple support communities discussion has some interesting other workarounds in Mac OS X for doing an email merge, including using the Mail Merge add-on for Thunderbird.

Microsoft Office (Excel, Word, Outlook) Email Merge

This blog post is really about how to do an email merge using Microsoft Office on a Mac, so here are the steps and considerations. I'm using Gmail as an example, but you can do an email merge with any kind of email account, as long as it can be put into Outlook (Exchange, POP, IMAP, etc.).

Also, please be mindful, since you don't really have an unsubscribe button in Outlook email merges, that you should still be complying with the CAN-SPAM Act guide.

So, with Gmail as an example, go to Settings.

Under Forwarding and POP/IMAP, make sure Enable IMAP is selected (you may have to scroll down a bit to see the option).

For some reason, Google doesn't consider Outlook to be secure, so in order to access Google from Outlook, you'll have to go to google.com/settings/security/lesssecureapps and select Turn on.

Launch up Outlook and select Outlook >Preferences.

Click on Accounts

Add whatever account you plan on emailing from. Since we're using a Gmail account as an example, you would click Other Email.

Enter the appropriate information, and then click Add Account.

Then click on Outlook and select Work Offline. This step isn't necessary, but I highly recommend it, because it gives you a chance to spotcheck the merged emails before they go out.

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

Unfortunately, Apple has made it so you can't select the preferences until you have set up at least one account, so you may have to set up your email account in Mail as well, even though we won't be using it.

Under Default email reader, select Microsoft Outlook.app.

If you find that Mail keeps reverting the default email client to be Mail instead of Outlook, you may have to run this command:

Make sure your Excel worksheet has at least an email column and another column (e.g., First Name). Save the Excel file some place where you can find it easily later.

Launch up Word and under Mailings, select the type to be Letters.

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

If you created the Excel sheet, you know it's not malicious. Click OK.

Click OK again, unless you're using another worksheet and have to select that.

You can insert values from different columns in the spreadsheet to be dynamic parts of your email (for example, Dear «First_Name» so the person's actual first name fills in).

When you're happy with how your 'letter' (email) looks, select Merge to E-Mail.

If Merge to E-Mail is grayed out, it means Word doesn't think that Outlook is the default email client. I've seen two situations for this—one is addressed with that command in case Mail stubbornly keeps itself as the default email client, and the other is the corresponding Outlook version not being installed. In other words, you can mix and match and use Word 2011 with Outlook 2016 as long as Outlook 2011 is installed.

Select the email address header for the To, put in the email subject you want recipients to see for Subject, and then select the message format type (probably HTML Message if you have any kind of bold/italics/color in your message).

Then click Mail Merge to Outbox.

Manual Merge Field Word Mac Download

This is where the setting-Outlook-to-offline-mode approach pays off, because you'll see your Outbox populate with the merged emails that won't send immediately.

So it means you can go into several of the pending emails and just make sure they look the way you want.

Manual Merge Field Word Mac Pro

When you're satisfied with the messages, select Outlook >Work Offine to put it back online again, and then your messages should send.