Creating a Mailing List in Excel (2 Methods)

In businesses, we have thousands of customers and have to inform them of any updates or changes in our services. Creating a mailing list in Excel helps us to do the tedious work in minutes. In most cases, we have customers’ mailing addresses in an Excel file, and we want to inform them about our company’s address change using those customers’ mailing addresses.

Let’s say our company name is Marigold Sales, and the address has changed from 7 Oak Valley St., Lakeland, Florida 33801 to Marigold Sales, 71 Glendale Ave. Boca Raton, Florida 33428. Now, we want to inform our customers about this incident.

Dataset-Creating Mailing List in Excel

We want to inform them about this incident using a mailing list.


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2 Easy Ways for Creating a Mailing List in Excel

Method 1: Creating a Mailing List in Excel Using Microsoft Word Mail Merge

Microsoft Word offers a feature named Mail Merge. We can use the feature to create a template of a mailing list after importing the data from Excel. The data holds all the customers’ Names, Company Names, Company Addresses, and Email Addresses. The Mail Merge will automatically insert a mailing list after we execute the following sequences.

Step 1: As you want to create a mailing list, you have to prepare a written message using Microsoft Word. Open Microsoft Word, Go to the Mailings tab > Select Letters (from Start Mail Merge section).

Mail Merge-Creating a Mailing List in Excel

Step 2: Write down the message according to your requirements (i.e., informing the customer about Address Change). The Blue colored writing will be in accordance with the mailing list you are about to create.

Message

Step 3: Select the Select Recipients (from Start Mail Merge section) > Choose the Use an Existing List (from the options).

Use an existing list option

Step 4: Selecting the Use an Existing List takes you to your computer folders. Select the required file (i.e., Creating a Mailing List in Excel).

Click on Open.

Importing a file

Step 5: The Select Table window opens. Make sure you check the First row of data contains column headers toggle.

Click on OK.

File selection

Step 6: Microsoft Word loads the data. Place the cursor beside the Recipient Name then Go to Insert Merge Field (in the Write & Insert Fields under the Mailings tab).

Insert merge fields-Creating a Mailing List in Excel

Step 7: The Insert Merge Field dialog box appears. Select the Database Fields under the Insert section. Then, select any of the fields (i.e., First Name) afterward, Click on Insert as shown in the image below.

Insert Merge Fields window

Afterward, repeat Step 7 about 3 or 4 times to insert First Name, Last Name, Company Name, City, State, and Zip Code. You can insert any of the fields in your message,

Inserting fields

Step 8: Again, Place the cursor in front of the greeting line (i.e., Dear Recipient Name). After that Hover to the Write & Insert Fields section > Select Greeting Line.

Greeting Line-Creating a Mailing List in Excel

Step 9: The Insert greeting Line dialog box pops up. From the Insert Greeting Line dialog box,

Select any format of Customer’s Name. You can put Comma (,) or other delimiters after the Recipient Name. The preview of your actions is displayed under the Preview section in the dialog box.

Click on OK.

Insert Greeting Line window-Creating a Mailing List in Excel

Executing Steps 1 to 9 prepares a template of the mail list for each customer in the data file. The template will be similar as depicted in the picture below.

Inserted greeting line

Step 10: If you want to see the preview for any customer. Just Select the Preview Results option (from the Preview Results section).

Preview results

In a moment, the template transforms into the 1st customer’s mailing letter as shown in the following picture.

Mailing list preview

You see no space between the First and Last Name of the customer. Simply Put a Space after the First Name as done in the below image.

Space between names

All the names of the customers will have similar space between their First and Last Names. Click on the direction arrows to move forward and backward among data.

Space between names

Step 11: You can Edit, Print, or even Email the letter just by clicking on the specific options (i.e., Send Email Message).

Finish and merge options

Step 12: The Merge to E-mail dialog box appears. Select Email Address in the To command box. Type an appropriate subject (i.e., Address Change) in the Subject Line command box.

Click OK.

Finish and merge options-Creating a Mailing List in Excel

You can pick a range of customer numbers to send the Email to.

Read More: How to Make a Comma Separated List in Excel (5 Methods)


Similar Readings


Method 2: Creating a Mailing List Using the Microsoft Outlook Import Feature

In the previous method, we used Microsoft Word to create a mailing list. However, Microsoft Outlook also offers an option to create a mailing box just by importing a certain data type file (i.e., CSV file type).

As we have a data file of customers’ contact in Excel, we just convert the file in CSV format using Excel’s Save As feature. The file conversion is depicted in the below picture (Go to File > Save As > Select CSV from the offered formats> Click Save).

Save as feature

After converting the Excel file into CSV file format, follow the below steps to create a mailing list using Microsoft Outlook.

Step 1: Open Microsoft Outlook. Select File.

Outlook Import Feature-Creating a Mailing List in Excel

Step 2: From the File ribbon options.

Choose Open & Export > Click on Import/Export.

Selecting Import/export

Step 3: The Import and Export Wizard appears. In the wizard, Choose Import from another program or file option.

Hit Next.

Import and export wizard-Creating a Mailing List in Excel

Step 4: Import a File command box opens. Select Comma Separated Values (CSV) as Select the file type to import from.

Click Next.

CSV format file

Step 5: Now, in the Import a File command box, Click on Browse to import a file (previously saved CSV file).

Import a csv file-Creating a Mailing List in Excel

Step 6: Choose the previously saved CSV file from the computer directory and Click OK.

Choosing a file

Step 7: Outlook loads the file imported in Step 6 and displays. Check the Allow duplicate to be created option and then go Next.

allowing duplicates-Creating a Mailing List in Excel

Step 8: You have to select the location (i.e., Contacts) where the imported file has to be extracted then click on the Next.

Saved destination

Step 9: To match the fields, you have to tell Outlook what items it will take as Name, Company, or Email Address. As a result, click on Map custom fields.

Map custom fields-Creating a Mailing List in Excel

Step 10: Drag the value from From (Left side) to To (Right side) to assign them as the same.

Assigning fields

Do repeat Step 10 for Company Name and Email Address after that Click OK similar to the image below.

assigned fields

Step 11: You can also change the file destination. If there is no need for such actions, click on Finish.

Selecting Finish-Creating a Mailing List in Excel

 

Outlook takes a second then loads all the contacts. If you want to check the imported contacts, Go to Contacts and all the imported contacts will appear as it does in the following picture.

Mailing list-Creating a Mailing List in Excel

You can count or cross-check the First Names with the source data. This Outlook creates a mailing list from which you can easily mail each of them instantly.

Read More: How to Make Alphabetical List in Excel (3 Ways)


Conclusion

In this article, we demonstrate how to create a mailing list in Excel using the interlink ability of Microsoft Products (i.e., Microsoft Word and Microsoft Outlook). Hope these methods fulfill your quest in creating a mailing list in Excel. Comment, if you have further inquiries or have anything to add.


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Maruf Islam

Maruf Islam

My self, Maruf Islam, an engineer and Excel & VBA Content developer on Exceldemy. I enjoy solving problems, finding workable solutions, and most of the part I really like to take on challenges. On Exceldemy I write articles discussing various way outs of Microsoft Excel's stuck ons.

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