Ever had the need to send an email to a group of contacts automatically so that you can send a monthly style mailer or a mass email without having to manually add each mail address? There an Outlook for that!
This will work in Microsoft Word and Microsoft Outlook alike, so you do not need to worry if you do not have Microsoft Outlook. If you are interested in performing a mail merge, you will need to have Outlook and Word installed.
A common use for this group mailer is a periodical report that we use internally for revenue reports, which must be forwarded to the:
• accountant
• ceo
• cfo
• managers
• supervisors
This totals in over 20 contacts, so creating a group that I named monthly report to help automate this tedious and daunting task.
How to create the list of recipients in Outlook
1. Click the contacts folder in Microsoft Outlook
2. double-click the first recipient for your monthly reports, and then on the right side of the window you will see categories which you should click.
3. Head over to the master category list from within the categories dialogue
4. next, in the new category area, enter “monthly reporting” then click add followed by ok.
Save and Close the windows to make sure you record and save the changes that you have made. From this point on, all you do is head back to the contacts folder and double click the next contact that you want to add, then once again, click the categories and viola! You got it!
Now go ahead and repeat these steps until you have added all of the contacts to your group.
You can use this contact list for a mail merge, automated email lists, address book backup, and many other helpful time-saving processes.
I hope this was helpful!
Share: |             |