E-Mail Merge with Excel, Word, and Outlook

If you need to mass-email parents, you can save a lot of time by using Word’s e-mail merge feature!

To do this, you need to

  1. ​Create a spreadsheet containing the students with incompletes, the name of the assignment, and their parent email, each in its own column. You can download this information from sqlReports 4.
  2. ​Set up your mail account in Outlook for Mac​.
  3. Make sure Outlook is your default mail program – use Apple Mail.app to change it if necessary​.
  4. Write your form letter in Word.
  5. Do a mail merge​ by telling Word to look at the spreadsheet you created in step 1, and then inserting merge fields.
  6. Use the Merge to E-Mail button to send out all of your emails.​

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See the video below to see all of these steps in action.

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