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#1
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I am the event secretary for a dog club. I receive entries for our shows. I
have created an Excel file that will be used as my data source. With this being said, I would like to to know how to do the following, as I am not quite understanding/following the nuances of Word 2007 when it comes to mail merge: How do I send an email that contains specific information grabbed from my Excel data source. The specific information will be sent to only a specific personal, not everyone in my data source; i.e.: XXXX has entered her dog named XXXX, whose registration number is XXXX, in class XXXX, show XXXX. How do I set this up? |
#2
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In Word, go to the Mailings tab of the Ribbon and in the Start Mail Merge
section, click on Start Mail Merge and select the type of merge that you want to create. Assuming that it is a letter, then you would select Letters. Next, from the same section of the Ribbon, click on the Select Recipients item and then navigate to your Excel workbook that contains the data. On the sheet in that workbook that contains the data the cells in the first row must contain the field names such as Entrant, Address, Dog Name, Registration Number, Class, Show, etc and the data for each entrant must be in the following rows. There is a fully detailed description of the process at http://office.microsoft.com/en-us/wo...819761033.aspx Here is a very much cut down version that covers the basics: By using the Insert Merge Field item in the Write & Insert Fields section of the Ribbon, insert the necessary merge fields into the text of your letter in the required places. Now, if you only want to send the letter to some of the entrants, click on the Edit Recipient List item in the Start Mail Merge section and in the dialog that appears, click on the check mark in the top border to uncheck all of the recipients and then place a check mark in the box for each one to whom you want to whom you want to send the letter, or, you can just uncheck the boxes for those to whom you do not want to send the letter. Finally, the execute the merge, click on the Finish & Merge item in the Finish section of the ribbon and there, by selecting Edit Individual Documents, you can execute the merge to a new document, which will contain a letter for each of the entrants to whom you want one to be sent, or you can execute the merge directly to the Printer or to e-mail. After selecting the destination from the above choices, select the All radio button in the Merge to (Destination) box that appears and then click on OK. If you only want to send the letter to one person, instead of going via the Edit Recipient List as mentioned above, you can click on the Preview Results button in the Preview Results section of the Ribbon and then using the arrow keys in the adjoining section of the ribbon, you can iterate through the records in the data source until you find the entrant to whom you want to send the letter and then Print the document when you are at the required record. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "aedcone" wrote in message ... I am the event secretary for a dog club. I receive entries for our shows. I have created an Excel file that will be used as my data source. With this being said, I would like to to know how to do the following, as I am not quite understanding/following the nuances of Word 2007 when it comes to merge: How do I send an email that contains specific information grabbed from my Excel data source. The specific information will be sent to only a specific personal, not everyone in my data source; i.e.: XXXX has entered her dog named XXXX, whose registration number is XXXX, in class XXXX, show XXXX. How do I set this up? |
#3
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I went into Outlook and created a new contacts list based on the emails in my
Excel file. I successfully merged... the downside is the following: 1. subject field of the email was blank (no text) 2. the email address was from the wrong email account How to I rectify the above? "aedcone" wrote: I am the event secretary for a dog club. I receive entries for our shows. I have created an Excel file that will be used as my data source. With this being said, I would like to to know how to do the following, as I am not quite understanding/following the nuances of Word 2007 when it comes to mail merge: How do I send an email that contains specific information grabbed from my Excel data source. The specific information will be sent to only a specific personal, not everyone in my data source; i.e.: XXXX has entered her dog named XXXX, whose registration number is XXXX, in class XXXX, show XXXX. How do I set this up? |
#4
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Sorry, I missed the Email in the title of your original message.
If you have the e-mail addresses in the data source, you can then execute the merge to E-mail in which case, the Merge to E-mail dialog box will appear in which you can select the field in the data source that contains the e-mail addresses and enter a Subject line to be used in the messages and select the format for the messages. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "aedcone" wrote in message ... I went into Outlook and created a new contacts list based on the emails in my Excel file. I successfully merged... the downside is the following: 1. subject field of the email was blank (no text) 2. the email address was from the wrong email account How to I rectify the above? "aedcone" wrote: I am the event secretary for a dog club. I receive entries for our shows. I have created an Excel file that will be used as my data source. With this being said, I would like to to know how to do the following, as I am not quite understanding/following the nuances of Word 2007 when it comes to merge: How do I send an email that contains specific information grabbed from my Excel data source. The specific information will be sent to only a specific personal, not everyone in my data source; i.e.: XXXX has entered her dog named XXXX, whose registration number is XXXX, in class XXXX, show XXXX. How do I set this up? |
#5
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Thanks Doug. I got as far as the pop-up window, typed in the text into the
subject field for the email and selected the format for the message click on finish. and it did work... My only problem is that I have multiple (6) email accounts and the email account that is sending out these emails is not the correct account. Is there a way to be sure that the email is being sent from the correct account? "Doug Robbins - Word MVP" wrote: Sorry, I missed the Email in the title of your original message. If you have the e-mail addresses in the data source, you can then execute the merge to E-mail in which case, the Merge to E-mail dialog box will appear in which you can select the field in the data source that contains the e-mail addresses and enter a Subject line to be used in the messages and select the format for the messages. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "aedcone" wrote in message ... I went into Outlook and created a new contacts list based on the emails in my Excel file. I successfully merged... the downside is the following: 1. subject field of the email was blank (no text) 2. the email address was from the wrong email account How to I rectify the above? "aedcone" wrote: I am the event secretary for a dog club. I receive entries for our shows. I have created an Excel file that will be used as my data source. With this being said, I would like to to know how to do the following, as I am not quite understanding/following the nuances of Word 2007 when it comes to merge: How do I send an email that contains specific information grabbed from my Excel data source. The specific information will be sent to only a specific personal, not everyone in my data source; i.e.: XXXX has entered her dog named XXXX, whose registration number is XXXX, in class XXXX, show XXXX. How do I set this up? |
#6
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Unless you are prepared to develop your own vba solution, you must set the
account you wish to use as your default account before running the merge. An alternative (at a price) would be to use MAPILab's Mailmerge toolkit add-in for Outlook http://www.mapilab.com/outlook/mail_merge/ which gives you the option to choose the account. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org "aedcone" wrote in message ... Thanks Doug. I got as far as the pop-up window, typed in the text into the subject field for the email and selected the format for the message click on finish. and it did work... My only problem is that I have multiple (6) email accounts and the email account that is sending out these emails is not the correct account. Is there a way to be sure that the email is being sent from the correct account? "Doug Robbins - Word MVP" wrote: Sorry, I missed the Email in the title of your original message. If you have the e-mail addresses in the data source, you can then execute the merge to E-mail in which case, the Merge to E-mail dialog box will appear in which you can select the field in the data source that contains the e-mail addresses and enter a Subject line to be used in the messages and select the format for the messages. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "aedcone" wrote in message ... I went into Outlook and created a new contacts list based on the emails in my Excel file. I successfully merged... the downside is the following: 1. subject field of the email was blank (no text) 2. the email address was from the wrong email account How to I rectify the above? "aedcone" wrote: I am the event secretary for a dog club. I receive entries for our shows. I have created an Excel file that will be used as my data source. With this being said, I would like to to know how to do the following, as I am not quite understanding/following the nuances of Word 2007 when it comes to merge: How do I send an email that contains specific information grabbed from my Excel data source. The specific information will be sent to only a specific personal, not everyone in my data source; i.e.: XXXX has entered her dog named XXXX, whose registration number is XXXX, in class XXXX, show XXXX. How do I set this up? |
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