How do I create a CSV in Excel to use with Mail Merge?

Yesware's Mail Merge uses CSV files to populate your emails with data. You can create a CSV file in Excel.

1. Create a new Excel spreadsheet

2. Each piece of data that you'll want to merge into your email will have to be in its own column on the spreadsheet. Whatever you title each column will determine the name of the field when creating your Mail MergeNOTE: you must use "Email" as your first column


screen_shot_1.PNG

3. In Excel, choose File > Save As. Change the format to "Comma Separated Values (.csv)". After pressing Save, Excel may warn you about features not working in the selected format - that is not a problem.


2016-08-15_12h26_04.png

Have more questions? Submit a request

0 Comments

Article is closed for comments.