Tellmerge

Guide

Mail merge in Outlook, without Word

Outlook has never had a mail merge of its own. The classic route starts in Word, uses Excel for the data, and hands finished messages to Outlook to send — three applications for one job. Here is what it takes to do it in one.

Why the old route needs three applications

Word owns the merge engine because merges began as printed letters. Excel holds the list. Outlook is the last step, handed each finished message to send. It works, and for a plain personalised letter it works well.

It also carries three constraints that catch people out:

  • It is a Windows workflow. The Word-to-Outlook handoff is unreliable outside Outlook on Windows, and absent on the web.
  • No attachments per recipient. Word's merge has no attachment field, so everyone gets the same file or none. More on that here.
  • Little visibility. You see the merged document, not the emails as they will actually arrive.

What replaces it

An Outlook add-in puts the merge inside the mail client. The shape of the work is the same, minus two applications:

  1. Bring the list. Upload a spreadsheet, or paste a table straight from Excel.
  2. Confirm the email column. Which column holds the address it should send to.
  3. Write the message. Use column names as merge fields, in the subject as well as the body.
  4. Attach per recipient, if needed. Point at the filename column and the folder.
  5. Preview, then send. Read the first few as they will arrive, then go.

Where it runs

This is the practical difference. Outlook add-ins are built on web technology, so the same add-in runs in Outlook on Windows, on Mac and in the browser. A VBA macro — the other common answer to this question — runs only in Outlook on Windows, and is frequently disabled outright by IT policy in managed organisations.

What you give up

Word's document formatting, honestly. If you need a precisely laid out letter with control over typography and page structure, Word composes that better than an email body ever will.

For most merged email that is not what Word was doing for you. A short personalised message carrying a properly formatted PDF is the more common shape — and the PDF came out of your accounting or payroll system already laid out.

What you gain

Per-recipient attachments, which Word cannot do at all. A preview of the actual messages rather than a merged document. And sending from the mailbox you are already signed in to, so a copy files itself in Sent Items and replies come back to you like any other mail.

Tellmerge is one such add-in. Installing it takes about a minute, and there is a 14-day trial before you pay anything.


More Outlook mail merge guides · Mail merge with attachments · Setup & support