How do I email to a distribution list with MS Word 2007?
If you use Outlook as your email client, you can use the Mail Merge feature in Word to create a group e-mail distribution by following the instructions below:
| Instructions and Screenshots |
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Step 1Open a New Blank Document in MS Word by clicking on Microsoft Office Button and selecting New |
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Step 2From the Ribbon, click on the Mailings tab, click on the Start Mail Merge icon and select Step by Step Mail Merge Wizard... |
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Step 3 |
From the Mail Merge Task Pane on the right hand side, under Select Document Type select E-mail messages. |
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Step 4 |
Click the link Next: Starting document located in the lower right hand corner of the Mail Merge Task Pane. |
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Step 5 |
You will be prompted to Select the starting document. Click Use the current document. |
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Step 6 |
Click Next: Select recipients |
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Step 7 |
Under Select recipients, select Use an existing list. Click Browse |
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Step 8 |
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In the Select Data Source dialog box (MS Word defaults to the My Data Sources folder), locate and select the data source file (the file that contains the email addresses) by clicking of the down arrow after the Look in: box. Select the file and click Open. Note: Depending on the type of data source you select, other dialog boxes may appear asking you to provide specific information. For example: if your data source is an Excel workbook, you will need to select the worksheet containing the data. |
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Step 9 |
The Mail Merge Recipients box will open. If there are no recipients to include or exclude, click Ok to continue. |
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Step 10 |
Click Next: Write your e-mail message |
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Step 11 |
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In the main document, compose your email message. Note: It is here that you can insert merge fields where you want to merge names and other information. |
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Step 12 |
If you want to save the completed email message and inserted merge fields, click on File and Save As. Name the document and then click Save. |
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Step 13 |
Click Next: Preview your e-mail message |
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Step 14 |
To preview the emails click on the arrow buttons. |
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Step 15 |
Click Next: Complete the merge |
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Step 16 |
To complete the merge, click Electronic Mail |
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Step 17 |
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In the Merge to E-mail dialog box, finalize the distribution settings. In the To: box, verify that Email_address field is displayed. This ensures that MSWord merges e-mail addresses into the To field of your messages. In the Subject line: box type the subject you want to use for all the messages. In the Mail format: box select the mail format you want to use by clicking on the down arrow . To avoid being alerted on every record regarding an Outlook security measure, select HTML. If you wish to send the message as Plain Text, click on the down arrow at the end of the mail format box and select Plain Text. |
![]() Note: if you choose Plain Text, please see Steps 18 and 19) Under Send records, select which records(s) you want to include: All or Current Record or select only certain records by entering the appropriate values in the From and To fields. Click OK. The email messages are now sent to the recipients. |
Step 18 |
If you change the Mail Format to Plain Text, the Microsoft Office Outlook Window will appear. Click Yes to allow Outlook to access and check the email addresses. |
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Step 19 |
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Another Outlook window will appear. Click Allow to let Outlook to send emails. Note: You will be alerted on every record regarding an Outlook security measure. Once you do this, the emails will be sent automatically and you will not be able to cancel them. |
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