Mailing merging using Word for Mac and Entourage

[jamesscarboroughh]

Hello.
I use Mac 10.4.11 and would like to know how to create a mail merge with Word for Mac and Entourage (would Apple's Address Book be better?).
I can do it easily at work on the PC with Word and Outlook but it's not as intuitive on the Mac.
Many thanks!

 

[CyberTaz]

I'd suggest you use the Entourage contact list - it melds directly with
Word's merge features (and Office in general).

As far as "intuitive" - wellll, that depends on what you're accustomed
to... It's *different*, but that doesn't make it less intuitive... And
it's far less of a PITA [unless you're still using something earlier than
2002 on the PC].

Use Tools> Mail Merge Manager & follow the 1-2-3 steps on the palette that
appears. In step 2 pick Office Address Book. Check Word Help on Mail Merge &
post back if you have any questions.

HTH |:>)
Bob Jones
[MVP] Office:Mac

 

[Virginia]

I have recently switched over to a Mac and am having trouble generating an email merge using mail merge in Microsoft Word. I go through the process of creating a form letter, have linked to my entourage contacts - and at the bottom, the "generate email icon" is still grayed over. The only option I have is to print. Any ideas?

 

[Shawn Larson [MSFT]]

It sounds like your default email reader is not set to ŒMicrosoft
Entourage¹. I think there are a number of ways to set this, one of them
being:
* Launch Mail app from the Application folder
* Mail menu, Preference, General
* Default Email Reader = ŒMicrosoft Entourage¹

If you¹re still having problems, let me know.

HTH,
Shawn Larson
Mac Word Test
Microsoft MacBU

 

[Virginia]

Thanks - I was able to make it work with Entourage as the default. Another question - is there a way to do a mail merge email but also add an attachment to all of the emails. The email would be personalized, but it would also have an attachment. Thanks!

 

[Shawn Larson [MSFT]]

You can send your form letter as an attachment to a new message by setting
ŒSend As¹ to ŒAttachment¹ from the ŒMail Recipient¹ dialog.

If you want to include the same attachment with each form letter / new
message, that would require writing an Entourage AppleScript script to
accomplish.

Shawn

 

[Daiya Mitchell]

If you want to include the same attachment with each form letter / new
message, that would require writing an Entourage AppleScript script to
accomplish.

I'm pretty sure this question has come up and a script is out there that
you can run on the messages in the outbox. Ask in the Entourage group.

 

[bonocom]

Another question if I may - is there a way to create an EMAIL MERGE
using a Word doc (I am using Office 2008, btw) as the document source
and an EXCEL spreadsheet as the data source (including the email
addresses of the intended recipients) and then send all of if through
ENTOURAGE?

Cheers,

 

[Daiya Mitchell]

Yes, because I've done it, I'm pretty sure.

I haven't double-checked this--I think that you set up your letter, then
when you click Merge to Email at the end, it will ask you to identify
the field in the Excel spreadsheet that contains the email addresses.

Try that. Here's the Help from Word 2004 (very slightly edited), I'd
assume 2008 is largely the same:

1. Set up a data merge [in Word as usual]
2. On the Mail Merge Manager under Merge, click Merge to E-Mail .
3. On the To pop-up menu, click the field that contains the e-mail
address in your data source.
4. In the Subject box, type a subject line for your message.
5. On the Send As pop-up menu, click the format you want to send the
form letters in.
• Text Send the form letters as plain text e-mail messages. This
format does not support bold, italic, colored fonts, or other formatting.
• Attachment Send the form letters as attachments to e-mail messages.
• HTML Message Send the form letters as HTML-formatted e-mail
messages. Use this format to distribute form letters that include tables
and other special formatting
6. Click Data Merge To Outbox.

 

[bonocom]

Thank you for the quick reply!!

I have tried what you suggested but there is one problem - at the very end of the process where I choose the output (i.e. print, save to doc, email), I cannot select the "EMAIL" option (it is not selectable) - any ideas?

 

[Daiya Mitchell]

You have to have Entourage selected as your default email application
for the system--this is set in the Preferences for Mail. If you changed
this recently, relaunch Word so that it will pick it up. (you should be
able to come back to your doc and continue the merge, I think).

 

[Stuart Roberts]

Hi all,

I need to do the same (email the document as an attachment) but I need this to be a .pdf file not an editable Word doc.

We have been using Broadgun pdf machine ultimate as an add-in for word on PC, but I can't find a way of doing this on Mac OS10.5

Thanks in advance,

Stuart

 

[Marilyn Henrion]

I am trying to generate labels on Word, using a merge with an excel data source. the data repeats itself on each page of the merged labels, moving over one column each time.
Marilyn

 

[CyberTaz]

Sorry, Marilyn, but your issue is totally unrelated to the thread you
*replied* in. Please submit your problem as a new message.

When you do, you need to specify which version of Word you're using, your
version of OS X, and a full description of how you're going about trying to
create your labels & a clearer picture of what's happening contrary to your
expectations. Someone will certainly try to help you, but you need to
provide something more to go on.

Regards |:>)
Bob Jones
[MVP] Office:Mac

 

[leniece.flowers]

Hello Shawn,

I'm having the same issue as Virginia. Except I wasn't able to resolve my issue. I've followed the instructions and within Microsoft Entourage I've set it as my default email reader but no change. The only option I have for mail merge at the end of the mail merge manager process is to merge to printer or merge to a new document. The icon with the option to merge to email is grey and doesn't work.

Is there any additional troubleshooting I can do?

Sincerely,
Lynn