E-mailing a large amount of recipients
DO NOT use the “TO” or “CC” field!
If you have a large list of recipients you need to send an email you, you should never try sending
one large email with all of the recipients listed in the “TO” and/or “CC” field. First of all, the
message will likely not be delivered to everyone. Even if the message makes it past our local
header size limit, every mail server you are attempting to send it to has it’s own header size limit
and can reject your message for exceeding this limit. There are other reasons you would not
want to send it that way as well. For instance, by including everyone you are sending the
message to, you are displaying that publicly to everyone on the list. Anyone who received the
message can easy perform a reply-all and send an unwanted message to everyone. This usually
begins when someone replies-all and says “Remove me from your list”. It won’t be long before
you get someone emailing the entire list saying “You didn’t have to email that request to all of
us”, etc... Basically, it could create a large amont of unwanted email for everyone involved. So
what are your options?
DO use the “BCC” field!
The first option is to include your list of recipients in the BCC field. This prevents the header size
from getting too large and also prevents people from purposely or accidentally replying-to-all.
The problem with this method is the recipient does not see their email address in the TO
header. This could make them feel like your message is total spam and also basically notifies
them that you are emailing a lot of people the same exact email. This could seem
unprofessional. So if you want an individual email sent to each recipient and for the recipient’s
email address to appear on the TO line, or if you want each email to include personalized data
such as the person’s first name, last name, or any other data you include in your data source,
then a mail merge is for you. It can be tricky to execute the first time you try, but it’s really not
that difficult at all and hopefully the guide below will help make the process very easy for you.
DO use the Microsoft Word E-Mail Merge feature!
1. Before you begin in Microsoft Word, be sure you have a good data source [typically a Microsoft
Excel file] with all of the recipient info you will need. This includes the email addresses and any
other personalized info you will want to reference within the email. You should be sure to
include a column description header in the first row, as pictured below, this is the row that says
LastName, FirstName, and Email. Note that the order of the columns does not matter. The
column description header should be a good description of what is in that column. For common
fields, Microsoft Word will be able to auto-match these fields for you. Be sure to save this
Microsoft Excel file and remember its save location. Other important info before you go further:
It is recommended that you open Microsoft Outlook at this point if you don’t already have it
open. Also, if you have access to an additional mailbox and wish to send the message from the
additional mailbox instead of from your own, you will need to log off your computer and log in
as the account you wish to send the message from. Even if you have the additional mailbox
open inside Microsoft Outlook underneath your own mailbox folders, the message will come
from your account unless you log off, log in as the additional account, and open the additional