How can I make an automated birthday greetings email (gmail, outlook or any mail ID) to be sent to list of clients in excel sheet?

Anonymous
2023-02-17T06:13:21+00:00

How can I make a birthday wish to be sent to a list of clients on their birthday using excel. Name, Date of Birth and email IDs are listed on an excel.

Microsoft 365 and Office | Excel | Other | Other

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  1. Anonymous
    2023-02-17T06:55:19+00:00

    Hello, I am Leonielhou, an Independent Advisor and a user like you, I am happy to help clarify any questions you may have.

    What you are trying to do is a Mail Merge. You must use Word together with Excel to apply this.

    A thorough step by step guide is found here:

    https://support.microsoft.com/article/858c7d7f-5cc0-4ba1-9a7b-0a948fa3d7d3

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