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Lara
Lara, Computer Specialist
Category: Microsoft Office
Satisfied Customers: 83
Experience:  10+ years experience with all versions of MS Office
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hi, I have an outlook template, and i want to be able to fill

Customer Question

hi,
I have an outlook template, and i want to be able to fill the template with information that i have in a n excel sheet. for example, column 1 would have all the email addresses, column 2 will have the receiptents names... I want to be able to generate like 20 emails at once, and outlook should fill the template from each row in the excel sheet.
Submitted: 2 years ago.
Category: Microsoft Office
Expert:  Jason replied 2 years ago.
Greetings,

Thank you for your question and your time today.

My name is Jason and I will be the expert working with you today to help resolve your problem.


Can you please, walk me through what you want to happen with the email generation?



Customer: replied 2 years ago.

I want to create an outlook template that would be an email that send a lot, but everytime there is like five things that are different then the prevouis email, that is the email address, the receivers name, the order number and two more. until now have been going to my outbox looked up the last email sent just changed these 5 feilds mannually and sent it. what could do is to create an outllok template that would have the whole email written just these 5 feilds should stay empty ready o filled up, but still this doesn't help to much when I want to send 20 such emails at once. what want to do is, to have an excel sheet filled with all the info that has to be filled into the template and outlook should generate te eamils from the ifo in his excel sheet

Expert:  Jason replied 2 years ago.
Thank you for the update.

I am having issues understanding this issue.

For this reason, I am opting out of the question and allowing another expert the chance to help.

Another expert will pick this up.

I wish you luck,
- Jason
Expert:  Lara replied 2 years ago.
Hello, I am available to answer your question today, but I have a few questions to help me develop the appropriate answer for you.

Is this a template you created or a template you downloaded from a website?

Which version of Outlook are you using? 2003? 2007? 2010?

I look forward to your responses.

Thank you for your patience and choosing this site of Experts to answer your question.
Customer: replied 2 years ago.

i use outlook 2010


it is a template that i created myself.

Expert:  Lara replied 2 years ago.
Thank you for your response.

Did you create the template in WORD or OUTLOOK?

Have you tried to test it using the Excel file that you have yet?

I look forward to your response.

Thank you for your patience and choosing this site of Experts to answer your question.
Customer: replied 2 years ago.

i used outlook to create it. I have no idea how to test with an excel file, that's my question!

Expert:  Lara replied 2 years ago.
From what I have researched about Outlook's templates and sending emails in the manner in that you wish to, you will first need to make the Template in Word first, because that is where the Merge function is. Since Outlook is really only an Email program and uses Word for it's word processing (what allows you to use different fonts, bold, paragraph formatting, etc.)

So what you'll need to do is build your template letter in Word first, use the Merge function to combine your Excel document to utilize the information in there. In the Excel file will need to be a Header/Label Row at the top of the sheet, this will make it easier to create and assign the fields in the Word document.

http://www.howto-outlook.com/howto/mailmerge.htm

You can have as much unique information in the merge as you want to have in your spreadsheet as well.

If you have any questions please do not hesitate to ask for clarification.

Thank you for your patience and choosing this site of Experts to answer your question.
Customer: replied 1 year ago.

HI,


I started working on it yesterday, everything worked, just one thing didn't work. Hyperlinks i couldn't transfer from excel. I found in microsoft support website, the exact same question that i have, but the problem is that it only answers how to do that in office 2003, not for 2010. would you be able to help me with office 2010?


 


Thanks,


Here is the link to microsofts website

Expert:  Lara replied 1 year ago.
I did some looking around and I think I found a solution to your question.

http://www.msofficeforums.com/mail-merge/12992-mail-merge-hyperlink-multiple-recipient-different-urls.html


That link talks about a different link for each person that you are sending an email to.

http://www.msofficeforums.com/mail-merge/7803-convert-html-links-into-embedded-hyperlinks.html

This second link is a little bit more involved but I am not sure how complicated your merged hyperlinks are.

Please let me know your results.

I look forward to your responses.

Thank you for your patience and choosing this site of Experts to answer your question.

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