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How to Create Mailing List and Send E-mails in Excel 365?

#createamailinglistan #kutools

Create a Mailing List and Send E-mails in Excel:

In this article, we are going to see how to Create a Mailing List and Send E-mails in Excel 365 using Kutools. Here we will use a special function of kutools that is Create Mailing List and Send E-mails. Let’s get into this article and explore the ways to solve this task quickly.

Note: kutools for Excel has more than 120 features. You have to install it before using it.

How to Create a Mailing List in Excel?

Here we come up with the steps to Create a Mailing List in Excel with the help of Kutools, do as follows.

  • To create a mailing list, you have to click the Kutools Plus tab, then select the Create Mailing List option under the Mailings section.

Create Mailing List Option
Create Mailing List Option

  • It will open the Create Mailing List Dialog Box.
  • You need to Check the fields which you want to add as columns in your mailing list in the Excel spreadsheet.
  • You have to specify the number of Attachments that you want to add in your mail list.
  • Then, choose the location to place the mailing list. You can select the New Worksheet or Existing Worksheet option from Choose where you want the mailing list to be placed section.

Create Mailing List Dialog Box
Create Mailing List Dialog Box

  • Now, you need to click the Create option in the above dialog box, your mailing list will be added with labels in the selected spreadsheet.
  • Refer to the below example image.

Mailing List with added specified columns
Mailing List with added specified columns

  • After that, you have to add the more recipient’s information (Email, First Name, Phone, Company, Attachment (1), Attachment(2)) as you need.

Created mail list
Created mail list

Now, you are ready to send E-mails to multiple persons at the same time.

How to Send E-mails from Excel?

Here we come up with the Send Emails option of Kutools to make you work simple.

  • You have to Select the Mailing List table , and on the Kutools plus Tab, Choose the Send Emails option.

Send Emails Option
Send Emails Option

  • Now, the Send Emails dialog box will be opened. You have to specify the needed information like attachment, recipients, subjects from each drop-down list.

Send Emails Dialog Box
Send Emails Dialog Box

  • Then, you need to choose the field which you want to insert into the message body from the drop-down list and click the Insert Placeholder option.
  • It will insert the selected field into the message body.

Choose any field from the drop-down list
Choose any field from the drop-down list

  • You have to enter the message body in the text box available in the Send Emails dialog box.

Enter and format message body
Enter and format message body

  • You need to specify the E-mail sending mode, By default Send emails via Outlook option is selected.
  • In this article, we are going to send emails through the Outgoing server settings option.
  • You can also select other E-mails sending mode by unselecting Send emails via Outlook option.
  • Now, it will display the Outgoing server (SMTP) settings- New scheme dialog box, where you need to check the “ Save sent emails to” option to save the mail after sending.
  • Specify the sending interval to send emails based on the list.
  • Hit the OK button, a dialog box will pop out to get inputs for name and note for the new scheme. Click the OK button to proceed.

  • Now, you need to click the Send button.

  • Kutools for Excel dialog box will be popped to tell you how many emails have been sent.
  • Simply, click the OK button.

Note:

  • If you want to save the current message body as an HTML file, click the Save to file option in the Send Emails dialog box.
  • Then, import it by clicking the Load from File option.

Choose Save to file Option
Choose Save to file Option

Choose Load from File
Choose Load from File

Configure E-mail Server Settings:

You can send emails in two ways.

  1. Send Emails Using Office365 Server
    • SMTP Host – In this field, you have to give smtp.office365.com
    • SMTP Port – You need to give 25 as port number.
    • SSL Protocol – Check(ON) the SSL protocol.
    • SMTP Username – You have to give your office365 username.
    • SMTP Password – In this field, you need to give your office365 password.
  2. Send Emails Using Gmail Server
    • SMTP Host – In this field, you have to give smtp.gmail.com
    • SMTP Port – You need to give 465 as port number.
    • SSL Protocol – Check(ON) the SSL protocol.
    • SMTP Username – You have to give your Gmail username.
    • SMTP Password – In this field, you need to give your Gmail password.

Closure:

In this article, you can understand how to create a mailing list and send bulk Emails in Excel 365 using Kutools. Leave your feedback in the comment section. Thanks for visiting Geek Excel. Keep Learning!!

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