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Old 06-15-2020, 12:25 PM
macnco macnco is offline Creating Email Templates with Customizable Fields Windows 10 Creating Email Templates with Customizable Fields Office 2019
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Creating Email Templates with Customizable Fields
 
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Default Creating Email Templates with Customizable Fields

Hey all, first time posting!

Got a case of the Monday quandaries goin'. I'm trying to create an email template out of an existing series of emails I have been sending out periodically for a few years now... except, in hopes of streamlining my workflow, I'd like to insert various fields throughout the email body where I can populate the information in them from an excel doc.

I keep imagining that a function similar to that of a basic mail merge ie. Excel -> Word must exist in Outlook as something along the lines of Excel -> Outlook. All I've been able to ascertain through my research is that I can write an email in Word, populate its fields through a mail merge from Excel as I normally would any letter and then have it sent out through Outlook... which isn't exactly what I want to do since I already have a designed email in hand.

It seems reasonable to expect something to that effect... but then again, I've been unable to figure it out and Google hasn't helped much.



TIA!
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