How to do a Mail Merge in Outlook: Step-by-Step

1. Upload a list of recipients Import a CSV file from Excel, Salesforce, or by manually adding up to 1000 recipients. It’s quick and easy to tie a list of recipients to your mail merge. 2. Write your message Compose your message or use a personal or shared template. Easily add fields from your list of recipients. 3. Preview & Personalize See how each email will read for your recipients and even individually personalize the message further. 4. Send away or schedule for later Yesware sends your mail merge directly from Outlook so don’t have to worry about ending up in the recipients spam. Bonus: Create, Manage, and Share Multi-Channel Campaigns Create campaigns with a variety of touches (manual email, automated email, phone call, manual task, LinkedIn InMail) for maximum impact. By scheduling a multi-channel approach, you’ll be able to make genuine connections in no time.

Outlook Mail Merge

With Yesware, Excel at Email Outreach with Mail Merge in Outlook

Sending a mail merge in Outlook is easy with Yesware Campaigns. Upload a CSV file from Excel, import from Salesforce, or manually add recipients. Use custom fields and templates to craft the best message for every person on your list.

5 Star Reviews on G2 Crowd

1.2 million installs and counting

Yesware is an add-in for Outlook that gives sales professionals everything they need to prospect, schedule meetings and follow up — right from their inbox.

Picture this: You’ve got a list of 200 prospects. They all need a personalized message that shows you’ve done your homework, know their company, and are worth their time. Not one to sacrifice quality for quantity, you resign yourself to a long evening of manual work and multiple drafts.

Who has time for that?

With Yesware Campaigns, quickly send personalized emails to up to 1000 people at once, right from your Microsoft Outlook inbox.

What Is a Mail Merge in Outlook?

Yesware’s Campaigns streamlines your email outreach process by merging templates with information customized to each recipient, such as names, company, dates, etc.

Unlike mass-mailing apps, Yesware sends tracked emails to multiple recipients using your Outlook account so that you can reply directly from within Outlook.

Mail Merge Outlook: How to send a mail merge using Yesware Campaigns

How To Create a Mail Merge in Outlook With Yesware: The Easier Way

1. Upload a List of Recipients

Import a CSV file from Excel, Salesforce, or by manually adding up to 1000 recipients. It’s quick and easy to tie a list of recipients to your mail merge.

2. Write Your Message

Compose your message or use a personal or shared template. Easily add fields from your list of recipients.

3. Preview & Personalize

See how each email will read for your recipients and even individually personalize the message further.

4. Send Your Mail Merge Messages or Schedule for Later

Yesware sends your mail merge directly from Outlook so don’t have to worry about ending up in the recipients’ spam.

Bonus: Create, Manage, and Share Multi-Channel Campaigns

Create campaigns with a variety of touches (manual email, automated email, phone call, manual task, LinkedIn InMail) for maximum impact. By scheduling a multi-channel approach, you’ll be able to make genuine connections in no time.

Campaigns is just one part of Yesware’s email productivity platform, a powerful set of tools that live in your inbox.

By hitting up all my accounts with drip email campaigns, I’ve found 8 new opportunities in the last 3 months.

Strategic Account Manager,
Josh R.

I was the only one on the sales team using Yesware, and in over a week, I sold more product than all the other team members combined.

Enterprise Account Executive,
Alison F.