Outlook Mailmerge For Mac Reddit

Version 4.3 — released on January 24, 2020

To change these preferences in the Mail app on your Mac, choose Mail Preferences, then click Viewing. Open Mail for me. The number of lines of the message to show in the message list. Move discarded messages into. Choose whether to delete a message or move it to the Archive mailbox when you swipe left on a message in the message list. Outlook 2016 is designed for use on your Mac with Office 365. It works well with other non-exchange products gmail etc. This is the closest MSFT has made the Mac office to Win Office. The only downside to Mac office if you’re an O365 customer is that the scheduling/free busy really sucks. If your an exec or admin.

• New: support of the exclusion list is added: messages are not sent to these recipients, even if the addresses are present in the main recipient list or data source.
• New: the option of generating detailed report for created messages is added.
• Fixed: a problem with missing spaces in the attachment names, obtained from the data file field.

Version 4.2 — released on September 5, 2019

• New: the option 'Save copies of the generated files to folder' is now available for RTF and HTML/MHT attachments as well.
• New: a possibility to send product logs to the MAPILab Support Team is added.
• Fixed: an error could appear with the 'PDF/RTF/HTML Attachment' message format if message body was kept blank.
• Fixed: in the 'Save copies of the generated PDF files to folder' option, an issue with the incorrect file name format is resolved if a data source field is selected as file name.
• New: the mail profile selection option is added.

Version 4.1 — released on June 17, 2019

• New: tracking email campaign results with Google Analytics.
• Check for running programs from the Microsoft Office suite during the installation of the add-in is added, as well as the possibility of force closing them for the correct installation of the add-in.
• Check of the launch of the installation of the add-in with another user’s rights ('Run as Administrator') and automatic selection of the correct installation method is added.

Version 4.0.1 — released on April 4, 2019

• Mechanism of embedding images into HTML-formatted messages is significantly improved.
• Fixed: an error with loading .NET module for connection to SharePoint, known on the systems where different .NET Framework versions are installed, is resolved.

Version 4.0 — released on December 28, 2018

• New: program interface is completely redesigned. Sending personal mailings is now smarter and faster.
• New: personal messages sent attached as files in the PDF format can be saved to the specified local folder or network share.
• New: the number of recipients is displayed.
• Fixed: an issue with processing file masks in the file names got from the data source.
• New: options for viewing program logs are added.
• New: custom setting to delay the start of mailing is added.
• Program Help item is updated.

Version 3.0.2 — released on October 9, 2018

Support for Microsoft Outlook 2019 is added.

Version 3.0.1 — released on April 19, 2018

• Diagnostics logs are improved for advanced troubleshooting.
• Fixed: an issue with processing large recipient lists known with the 32-bit Office 2016 edition.

Version 3.0 — released on February 22, 2018

• The mechanism of generating personalized PDF-documents is improved.
• New: Microsoft SharePoint Lists are supported now as Mail Merge data source.
• Professional edition of the product is released.

Version 2.12.3.3 — released on August 18, 2017

• Fixed: an issue with adding the add-in toolbar to the 'Mailings' ribbon tab in Publisher and Word, known in several cases with Microsoft Office 2013-1016.
• Fixed: the 'Invalid registry data type' error, known with the recent updates applied over the version 2.6 and lower installed previously.

Version 2.12.1.0 — released on May 17, 2017

• Revised and updated installation / deployment mechanism of the add-in for Microsoft Office applications has been added:
  • diagnostics of the current MS Office configuration;
  • add-in loading diagnostics in Word, Outlook and Publisher;
  • mechanism for fixing loading issues in case the add-in is disabled in any Office applications.
• Diagnostics logs enriched with a new detailed data to simplify troubleshooting.

Version 2.12.0.4 — released on February 10, 2017

• An update for the mechanism for prevention of a system security warning from Outlook when trying to access items has been implemented. This warning appeared in systems of some languages after installation of Outlook 2016.

Version 2.12.0.3 — released on January 30, 2017

Improved handling of large lists of recipients when operating memory is low.

Version 2.12 — released on October 12, 2016

• New feature is added: current document name can be used to rename the attached file which contains the main message text, when the “PDF/HTML/RTF Attachment” message format is selected.
• Fixed: the error known with some specific configurations on closing publication in Publisher.

Version 2.11 — released on July 4, 2016

• New: Logging level option is added for troubleshooting: Mail Merge Toolkit Help button (down-pointing arrow)-> Logging.
• New: alternate action for messages with attachments is added: if the file is unavailable, you can select to stop sending the message with failing attachment. Other available alternates: Skip for this message, Skip for all messages, Stop sending.
• Fixed: an issue with detection of the records number in the data source if some specific filters are used.

Version 2.10 — released on March 22, 2016

If the modes “HTML/RTF/PDF Attachment” are selected for the main document, inserting graphics is now supported for the outgoing HTML message body, generated by the add-in based on the custom form.

Version 2.9 — released on September 7, 2015

• Support for Microsoft Office 2016 has been added;
• Support for Windows 10 has been added.

Version 2.8 — released on January 19, 2015

The format of the outgoing message is changed if the modes: “HTML Attachment”, “RTF Attachment”, or “PDF Attachment” are selected as message format in the add-in settings. The new version of Mail Merge Toolkit generates messages in the HTML format, instead of the previously used RTF.

Version 2.7 — released on June 25, 2014

• An issue with incorrect converting publication to the GIF format by using Mail Merge in Microsoft Office Publisher 2007-2013 is fixed.
• New feature is added in Microsoft Office Publisher: export of publication to the PDF format.
• The method of editing in Microsoft Office Publisher is updated: the built-in editor is now used.
• If you select the 'PDF Attachment' message formats in Publisher, you can configure using a separate template in the message body (so that it is not empty if you send your message text as an attachment).
• Unicode support is added.
• The bug of processing filters by the data source record numbers is fixed.

Version 2.6.4 — released on May 27, 2014

• Compatibilty with Microsoft Office 2013 Service Pack 1 (KB2817430) is added.
• New feature is added: you can use a separate template in the message body if selecting message formats like: 'HTML Attachment', 'RTF Attachment', 'PDF Attachment' (in previous versions, message text was sent in the attachment, and message body was empty).
• An issue with incorrect displaying specific local characters is fixed.
• The method of sending messages with attachment is optimized.

Version 2.6.3 — released on October 18, 2013

• An issue when the registration code is unsaved known if running Microsoft Office Word without Administrator credentials is fixed.
• Unicode paths to the attached files (specific national characters in filenames) are now supported.
• New feature: file masks are now supported in the name of attached files.
• An issue with sending blank message body is fixed – it was known in several cases with the systems where non-English local language settings were used.

Version 2.6.2 — released on February 25, 2013

The feature to send personalized messages as PDF attachments has been added.

Version 2.6.1 — released on November 16, 2012

• Support for Windows 8 has been added;
• Support for Microsoft Office 2013 has been added.

Version 2.6 — released on December 19, 2011

A possibility to use data source fields inside of automated Word fields (for example, Database field) is added.

Version 2.5.7 — released on October 14, 2010

The problem with displaying full path to the attachments has been fixed.

Version 2.5.6 — released on February 19, 2010

Microsoft Office 2010 Beta (64-bit editions) support has been added.

Version 2.5.5 — released on December 10, 2009

Microsoft Office 2010 Beta (32-bit editions) support has been added.

Version 2.5.4 — released on July 22, 2009

• Deployment capability has been extended;
• Minor interface changes.

Version 2.5.3 — released on December 23, 2008

Support for Microsoft Outlook 2007 hotfix package KB958789 has been added.

Version 2.5.2 — released on December 18, 2007

The problem with adding extra character to end of the message has been fixed.

Version 2.5.0 — released on December 11, 2006

• Support for Windows Vista has been added;
• Support for Microsoft Office 2007 has been added.

Version 2.4.0 — released on April 20, 2006

• Attachment Manager has been added;
• Program Installation Wizard has been improved;
• The 'Help' section has been enhanced;
• The list of company's products and their description has been updated.

Version 2.3.0 — released on January 17, 2006

Some bugs have been fixed.

Version 2.2.0 — released on July 8, 2005

• A possibility to send messages when the 'CC' and 'BCC' fields are filled in has been added.
• The fields and the settings of the main window of the program can be saved now.

Version 2.1.0 — released on June 11, 2005

• The way to select accounts has beed changed.
• Now you can send the merged messages with background images.

Version 2.0.0 — released on May 27, 2005

The message converter has been rewritten and the bugs with message formatting have been fixed.

Version 1.7 — released on March 14, 2005

The possibility to send messages through a specifed account has been added.

Version 1.6 — released on February 23, 2005

German language has been added.

Version 1.5 — released on January 13, 2005

• Bug with sending messages by Excel datasource has been fixed.
• Russian language has been added.

Version 1.4 — released on August 27, 2004

• Microsoft Windows XP Service Pack 2 compatibility issues are fixed.
• Product was tested with Windows XP 64-bit Edition, no known issues.

Version 1.3 — released on August 10, 2004

• The Button 'Mail Merge Toolkit' has been added to the 'Mail Merge' toolbar of Microsoft Word.
• Now you can send the merged messages like attachments in the RTF format.
• A possibility to send messages to recipients from exchange server's address book has been added.

Version 1.2 — released on January 14, 2004

• Add-in now allows the user to choose save or not to save sent messages(to the Sent Items folder).
• Some bugs have been fixed.

Version 1.1 — released on October 24, 2003

Bug with recognizing the type of message attachment has been fixed.

Version 1.0 — released on October 9, 2003

First public version.

A mail merge allows you to send personalized messages to a large group of people at once without them knowing who else you have sent it to. This is a great way to have bulk messages look more personal, send everybody their own information (like a logon name and password) or send out Christmas cards.

There are various ways to do a mail merge and there are various tools available to further simply the process or add even more options. This guide gives an overview of these methods and walks you through a couple of examples to do your own mail merge.

Although you can also do a mail merge to a document or directly to a printer, in our examples we will use an email as the output. The process for the other output options is very similar and this guide can also be used for that.

Mail Merge from Outlook

Starting a Mail Merge from within Outlook is the easiest method if all the people who you want to include are already in a Contacts folder in Outlook.

In this mail merge example we will send a select amount of contacts an email and ask them whether their contact information is correct.

Important!
Before continuing, please verify with your ISP or mail admin first if there are any restrictions in how many emails you may send within an hour or in total on a day. Some have put a restriction on that but as long as you stay under a 100 it’s very likely you won’t run into any issues and there is probably no need to contact your ISP.

If there is a limit set, then you can use a Mail Merge tool with scheduling functionality to work around these limits and send out the mail merge is smaller batches.

1. Select the Contacts folder containing the contacts that you want to send an email to (press CTRL+3 to quickly switch to your Contacts folders).
2. Select the contacts that you want to email to or apply a filter to your view so that only the contacts that you want to address are visible. Quick methods to apply a filter are;
   • Perform a search.
     For instance, based on the Company or a Category (provided that you have assigned the same category to similar contacts). You can do some quite advanced Search queries as well.
   • Sort or group your Contacts folders by Category or another field.
     • Outlook 2007
       View-> Current View-> By Category
     • Outlook 2010 / 2013 / 2016 / 2019 / Office 365
       tab View-> Change View-> choose the “List” or “Phone” view
       tab View-> option group: Arrangement-> Categories
3. Open the Mail Merge dialog in Outlook:
   • Outlook 2007
     Tools-> Mail Merge…
   • Outlook 2010 / 2013 / 2016 / 2019 / Office 365
     tab Home-> option group: Actions-> button Mail Merge
4. Verify if the correct options are set for contacts;
   • “All contacts in current view” if you filtered your view so that only the contacts that you want to address are visible.
   • “Only selected contacts” if you manually selected the contacts from the Contacts folder that you want to address.
5. At the bottom of the dialog set the “Merge options” to;
   • Document Type: Form Letters
   • Merge to: E-mail

   • Message subject line: <whatever you want as a subject for your message> (you can modify this later too)

     
     Your screen should now look something like this.

6. Press OK and wait for Word to start.

7. A new document will open. Select the Mailings tab on the Ribbon.

   
   The Mail Merge tab in the Ribbon of Word 2016.

8. Now it is time to start writing your message with variables. This sounds more difficult than it is;
   1. Insert a greeting line by pressing the “Greeting Line” button
   2. Select the greeting line that you want and which greeting line to use when no proper information is found from the contact information.
      • Note that you can type freely in the format fields. So instead of selecting “Dear ” you can also type “Hello “.
      • Please be aware that you need to type a space at the end of the word in order not to have it “stick” to the name of the addressee.
   3. Press OK to close the dialog and then press ENTER to start a new line in the document.
   4. Here type the following;
      “Please verify your contact details that we have on file and either confirm it to us or provide us updated information.”
   5. Press ENTER again to start a new line and insert the address by pressing the “Address Block” button.
   6. As we’ve already addressed the person, we remove their name from the address block by disabling the option “Insert recipient’s name in this format:”
      As we only address individuals in our example we also disable the option “Insert company name”.
   7. Press OK to close the dialog and press ENTER to start a new line.
   8. Now we’re going to include the home telephone number by pressing the “Insert Merge Field” button.
   9. From the dialog that pops up select Home_Phone and then press Insert.
   10. Press Close to close the dialog and press ENTER to start another new line.

   11. Now type the following;
       “Thanks in advance and best regards, <your name here>“

       
       Your document should now look something like this.

9. Before sending, it is best to preview your results first by pressing the “Preview Results” button.
10. You can use the arrow buttons in the toolbar to browse through all the personalized emails.
11. Now it is time to send the messages; Press the Finish & Merge button and select “Send E-mail Messages…”.

12. A new dialog will now pop-up. As we had already set the subject and selected all the correct contacts we don’t need to change anything in this dialog. Click OK to complete the merge.

    
    Pressing OK will directly start sending the emails.

Tool Tip!
If you need to send along an attachment with your mail merge or also want to address people via the CC or BCC address line, then you can use the Mail Merge Toolkit add-in from MAPILab.

If you decide to order use 4PM76A8 to get a discount.

Mail Merge from Word with Outlook as source

Starting your mail merge from Word is also possible. The end-result is the same as starting it in Outlook. The main difference is the dialog box that you use to select the correct contacts but more about that later.

In this example we again send a selected amount of contacts an email but we’ll skip the letter writing as it is similar to the example above.

1. Start the Mail Merge Wizard;
   Select the tab Mailings-> click the Start Mail Merge button-> Step by Step Mail Merge Wizard…

2. The Task Pane panel will open on the right side of the document to choose the document type.
   Here select “E-mail messages”.

   
   Using the Mail Merge Wizard in Word to create a mail merge.

3. Pressing Next will brings us to step 2 where you can choose the document to start from. As we will be typing our own contents we just click Next.
4. In this example we will be using Outlook as the source again so click “Select from Outlook contacts”.

5. As you can have multiple Contacts folders in Outlook we need to select the actual folder which we will be using by pressing “Choose Contacts Folder”.

   
   Bringing up this dialog could take a while and could also cause a mail profile prompt from Outlook.

6. After selecting the Contact folder of your choice you could be presented with the “Choose Profile” dialog from Outlook. If you don’t know this dialog, there is probably one selection in the drop down list anyway or set to the correct default so simply press OK.

7. Word now opens the “Mail Merge Recipients” dialog where you can specify which contacts to send to.
   This dialog offers various selecting and filtering options. This dialog can be a bit slow when you have a lot of contacts as it refreshes the screen after pretty much every action. However, the “Find duplicates…” feature is quite handy especially, when you want to use the entire Contacts folder for your mail merge.

   
   The Mail Merge Recipients allows you to refine your selection of Contacts.

8. After selecting the recipients, the next step is to write your message. The Mail Merge Wizard already shows you some variables you can use. Writing of the message can be done in the same way as in the example indicated above.
9. The next step allows you to preview all the emails you’ll eventually be sending.
10. In Step 6 you can press “Electronic Mail…” to set the final options before mailing your message
    • Note that it is the same dialog as we had in our previous example but now you still need to fill in some details;
      • To: Email_Address
      • Subject line: Your personal information
11. After setting the options, pressing OK will direct start sending the emails.

Mail Merge from Word with another source

When you want to send out personal emails via Outlook but the information itself isn’t in Outlook, but for instance in Excel, Access, a SQL query, a csv-file, etc…, then you can start your mail merge from within Word as well.

The process is similar as doing a mail merge from within Word with Outlook as the source, with an additional step to match the merge fields.

1. Start the mail merge from Word again as indicated above until you reach the screen with Step 3 in the Mail Merge Wizard.
2. In Step 3 select “Use an existing list”.
3. Click the Browse… button.
4. Select the location of the document containing the information. This can be Excel sheets, Access Databases, Database Queries, Text Documents and many other sources as long as it is in a structured format Word can work with.
   • Depending on the file type you selected you might need to put in the delimiters; the characters that are used to separate the columns and rules.
5. After you have selected the file and optionally filtered your contacts to address, continue to Step 4.
6. When you reach Step 4, it is a good time to match the fields from your source to Mail Merge fields to be able to use the predefined blocks such as “Greeting Line”.
   For instance, when you have an Excel sheet that contains the columns Name, Email Address, Usernames and Passwords, you’d want to match the Name field to the “Last Name” merge field.
   1. Press the Match Fields button.
   2. You’ll now get a dialog with standard Merge Fields in Word which can be used in standardized templates.
   3. Expand the drop down list next to “Last Name” and set it to the column in your source document (in our case an Excel sheet) containing that information (in our case the column “Name”).
   4. Match up other fields if you need and press OK to close the dialog.
7. You can now continue with the mail merge as indicated in the process above.
8. When you get to the dialog to send the messages, you must set the “To:” field to the column that contains the list of email addresses to send to.

Mail Merge with 3rd party tools

Below is a list of 3rd party mail merge tools which you can use in addition to the Word Mail Merge or as a replacement of it. I won’t discuss their start to finish processes but will highlight their unique features.

Mail Merge Toolkit by MAPILab

• Fully integrates with the Mail Merge Wizard providing you with more sending options.
• Mail merge with attachments or even a different attachment for each recipient.
• Optionally set CC and BCC recipients.
• Allows customization of the Subject too.
• Discount code: 4PM76A8
  

Send Individually by Sperry Software

• Easy to use.
• Automatically creates individual emails from addresses you have put in the To field.
• Has its own merge fields already mapped to contact details which can be used in a message.
• Supports a simple txt-file as the source for the mail merge with an email address on each individual line.
• Discount code: BH93RF24
  

D-link dwl-g132 installation software. Send Personally by MAPILab

• Easy to use.
• Automatically creates individual emails from addresses you have put in the To field.
• Has its own merge fields already mapped to contact details which can be used in a message.
• Allows for an exclusion list.
• Discount code: 4PM76A8
  

Easy Mail Merge by DS Development

• Select one or multiple distribution lists as the source and it will automatically resolve the details of the members for the mail merge.
• Make conditional statements based on the details of a contact. For instance;
  a different greeting based on the nationality of the contact.
• Schedule your mail merge or send it with pauses to prevent flooding the mail server.
• Discount code: BF453F39

Email Address Collector by DS Development

• This is not a mail merge tool but this tool can be very handy before starting one. It allows you to collect all the email addresses from a certain source and turn them into Outlook Contacts. For instance; you had a certain promotion where many people have replied upon with an email to you. You collected alls those emails into a special folder in Outlook. Now that the promotion is over, you want to send them all a (personalized) email in return.
• Discount code: BF453F39