[Video] How to track opens and clicks on Outlook Email Merges

By standss · Comments ( 0 ) Thursday, October 13th, 2016

Thousands of Outlook users use EmailMerge for Outlook to send personalised emails to their customers. Now you can also know exactly who has opened or clicked on an email…and do follow-up merges to them.

EmailMerge is an Outlook addon that installs inside Outlook and lets you send news, marketing and sales emails to your customers using an easy step-by-step Wizard.

EXISTING USERS of EmailMerge: click here to trial the tracking at no cost.

The video above shows you exactly how easy it is to send and track your emails… but here’s a quick summary.

Tracking Emails

Use the Email Merge Wizard as normal. The last step of the Wizard has a tracking section as shown below.

Tracking Merged Emails

Tick the check box, give this merge a name and click Finish to create and send out your emails.

Viewing Tracking Data

You will be notified immediately if someone or a recipient opens or clicks on a link on your email.


This notification is displayed at the bottom right hand corner of your screen but you can optionally get email notifications that tell you who has opened the email, where and using what device.

You can also view summaries and details of the tracking information on EmailCaddie.com, a website that we have created specially for tracking.

caddie 2

Doing Follow-Up Merges

EmailMerge doesn’t just tell you who has opened or clicked on an email. You can also use the information inside EmailMerge to do follow-up merges. For example:

You can send out additional information only to the people who clicked on a particular link or..

You can send out reminders to the people who have not opened your email.

The video above shows you just how easy this is to do.

If you’re any EXISTING USER of EmailMerge, you can trial the tracking at no cost.

If you’re new to EmailMerge, download a 30-day trial today and see why thousands of Outlook users around the world use it daily to communicate with their customers and members.


How to Schedule Meetings in Different Time Zones (and see the time in both zones)

By standss · Comments ( 0 ) Tuesday, September 27th, 2016

Do you need to schedule appointments, calls etc with people in different time zones? Here’s how to make sure that you’re both there at the same time by getting Outlook to show you the time in both zones at the same time.
If you are using Outlook with Office 365 or Exchange Server:

Open up the New Appointment form (Go to your Calendar in Outlook and click New Appointment).
Click Invite Attendees.
Click Time Zones on the Ribbon.
Select the time zone of the other person from the drop-down.


Now on the Room Finder Task Pane that should be displayed in the right hand side, select a date and time. As you change the date at time, you will see that the date and time for the other person will change automatically.

If you want to create the appointment and send a meeting request to someone, enter their details in the To field and then click Send.

If you want to create an appointment without sending a meeting request, click Cancel Invitation on the Ribbon and then click Save and Close.

If you are NOT using Office 365 or Exchange Server:

You won’t be able to access the full functionality described above but you can achieve the same results with the following steps.

Open up the New Appointment form (Go to your Calendar in Outlook and click New Appointment).
Click Time Zones on the Ribbon (see image above).
Select the time zone of the other person from the drop-down.
Enter the date and time in the fields and click Save and Close. The meeting will now be created on your calendar with the time shifted to the appropriate time in your time zone.
Check your calendar to ensure that you did your calculations correctly and the meeting is at a time convenient to you..

If you want to send a meeting request to someone, open the appointment again (double-click), enter their details in the To field and then click Send.

I hope that you find this tip useful.

We have clients all over the world and I use this every day to ensure that all participants to our meetings arrive at the correct time, even when we are many miles and time zones apart.

How to have a Clean Inbox and Procrastinate too!

By standss · Comments ( 2 ) Tuesday, September 20th, 2016


Is you Inbox full of emails that you don’t want to work on but you don’t want to delete either? Here’s a tip on how you can keep them in your Inbox and remove them at the same time.  Confused? Read on.

My general strategy to Get Things Done is to only keep emails in my Inbox that I actually need to work on. However..

There are many emails in my Inbox that I know  that I won’t be working on today… or even this week. I don’t want to delete them because I (maybe) will work on them someday.

Here’s a simple thing I do weekly that helps me have a clean Inbox to work from… and still keep those unurgent emails around.

I will show you two ways of doing things… a manual way and an automated way using eemnders for Outlook.

1) The Automated Way

Once a week I do a Weekly Review.

I look at the emails and decide what I will work on this week. Those emails get to stay in my Inbox. The others get moved out.

I use eeminders for Outlook to move emails out of the Inbox. I’ll show you the steps in a minute but basically…

eeminders installs inside Outlook lets me select emails to “defer” or “snooze” to a date and time of my choosing.  The selected emails get moved out of your Inbox but then magically reappear on your chosen date and time.

You can download a fully functional trial of eeminders for Outlook.

You can use eeminders to snooze your non-urgent emails for a week using the following steps.

Go to your Inbox.

Select the emails that you want to move out (press the CTRL button to select multiple emails if you want).

Right-Click over one of the emails and then click eemind me – 1 Week.


The selected emails will get moved out of your Inbox into another folder called eeminders. A week later they come back into my Inbox.

Why I like this?

  1. I don’t have to think too hard and the process is FAST. It’s not like I am deleting the emails. It is easy to identify emails that I won’t be working on this week.
  2. The emails will come back into the Inbox so I WON’T FORGET THEM! Chances are that in next week’s weekly review, I am just going to defer them for another week but that’s OK. At least I won’t forget them.
  3. In case I run out of things or change my mind, I can always go to the eeminders folder and retrieve an emails that I need to work on.

2) Doing this Manually

(In case you skipped it, please read the Automated Way above first to understand the idea of the Weekly Review)

You could also do this manually by creating a folder and calling it something like Next Week. Then when you do your Weekly Review:

  1. Go to the Next Week folder and drag any emails that you plan to work on this week into your Inbox.
  2. Go to your Inbox folder and drag any emails that you do not plan to work on this week to the Next Week Folder.

My own experience (and the experience of many many Outlook users who we work with) is that the manual method requires too much will-power and discipline and after a while we stop doing it.

I have been using eeminders in this way for the last 3 months and my Inbox has been a joy 🙂 to work from.

Main for post sendguard

3 Tweaks to Increase Email Open Rates

By standss · Comments ( 0 ) Tuesday, February 2nd, 2016

Improve Outlook Email Open Rates

How important is your Subject to getting your email opened and read? Research shows that 64% of people say that they open emails because of the subject line. In this post we look at 3 things you can do immediately to get your emails opened and responded to more often.

1. Use between 6 and 10 words in the Subject Line

A survey by Retention Science found that email subject lines kept at 6-10 words result in the best open rates.


A major contributing factor for this is that up to 65% of emails now get opened on mobile devices.

Since mobile devices are only able to show five or six words of the subject, it makes sense to be as brief and concise as possible.

2. Make the Subject relevant to the content of your email

Even the most effective subject line in the world merely gets your email opened. Your job is to then address the issues that the recipient is interested in.

Don’t use subject lines that get opens and then have content that is unrelated!

Don’t try and trick the reader into opening your email!

You’ll only end up training the reader to avoid your emails in the future.

3. Personalise the Subject Line (it doesn’t have to be with their name)

Personalized subject lines increase open rates by 22%.

Including personal and relevant information in the Subject Line can have a major impact on both open and response rates.

How should you personalise the Subject line?

Again use information relevant to the content.

For example:

If you are a real estate agent who has sold property to someone in (say) Christchurch, the Subject could be “Important update for Christchurch home owners”

If your business sells cars, and you sold someone a Toyota Camry, the Subject could be “Safety features in the new Toyota Camry”

You could also just use the person’s first name in the Subject.

You can these 3 tweaks on individual emails or your sales/marketing mailouts to prospects and customers.

Tip! If you are sending out sales/marketing emails using Outlook, then we recommend using Email Merge for Outlook.

Try EmailMerge FREE for 30 Days!

Creating Tasks and Appointments from Emails

By standss · Comments ( 4 ) Friday, June 5th, 2015

We recently upgraded our TBYL! for Outlook users to QuickFile for Outlook. The response has been overwhelmingly positive but a few users asked… Where are the Quick-Task and Quick-Calendar buttons?

These buttons are used to create Tasks and Appointments from Emails (to use TBYL terminology, move emails from your collection system to Action System)

The Quick-Task and Quick-Calendar buttons are part of QuickFile Pro for Outlook as shown below (we are only showing icons and not words to save space on the Ribbon).


By default clicking on either button will create the Task or Calendar as appropriate and attach the email to the body. You can change this default behaviour if you want from the QuickFile Settings screen.

If you have any other questions regarding QuickFile, please let us know by sending an email to support@standss.com.

Categories : General, Outlook as a Business Tool Comments ( 4 )

Creating an Effective Email Signature

By standss · Comments ( 5 ) Tuesday, May 12th, 2015

A great email signature can help your business by building your image and credibility as well as making it easier for people to contact you. In this short post I look at what things a good signature block can do for you, what you want to put in, and what you should leave out.

The most important thing to remember… Your signature block needs to be as small as possible particularly since so many emails are only a few lines long… but it still has to achieve several objectives.

The objectives of a good signature block


A good signature block should do most if not all of the following for you:

  1. Let people know who you are
  2. Let people know how they can contact you
  3. Show people who may not know you what you or your company does
  4. If possible, convince people who don’t know you that you are a credible person that they can safely work with
  5. If you use social media a lot, let them connect you via your preferred social media website.

What you should include:

  1. Your Name
  2. Your Title (Optional but very useful, particularly if you have an important or at least important sounding title)
  3. Your company name
  4. (Optional) Your company logo
  5. (Optional) Logo or text details of any awards or memberships that build your credibility. Keep this as short as possible. Don’t list too many things or it loses it’s impact.
  6. A tag line that makes it easy to understand what you and your company do (Optional only if your company name is immediately recognizable)
  7. Your Phone Number
  8. Your web site address

What you do not need to include

Personally I feel that it is a waste of space to include the following:

  1. Your email address (they already know that sine they received the email from you)
  2. You fax number (unless you are in an industry/country that still makes use of fax)
  3. Your postal or physical address (they can always ask for this if they need it)


What do you think?

I hope that you find this article useful.

Do you have your own tips for better email signatures? Please share your ideas with other readers by leaving a comment on this post.



Categories : General, Office Tip, Outlook as a Business Tool Comments ( 5 )

Contact Segmentation: Increasing response rates to your sales and marketing emails in Outlook

By standss · Comments ( 2 ) Tuesday, April 28th, 2015

Many email marketers who use Microsoft Outlook rarely focus on the one thing that that almost always results in increased responses: contact list segmentation. In this post I am going to show you how you can use Outlook categories to segment your contacts.

What is segmentation and why does it work?

Segmentation basically means dividing your email list into smaller groups (or segments). Each contact can be part of one or more segments.

So why does segmentation work? It allows you to give your contacts more personalized attention.

You are now able to send out more specific emails targeted to people who are interested in that particular topic. This always results in higher open rates, click rates and response rates.

It also means less annoyed customers received emails on topics that they are not interested in.

How to you segment your list?

We will use Categories (a feature built into Outlook) to segment our contacts.

1.       Make a list of the Segments (Categories) that you will use

What are the key elements to distinguish your customers? It could be product, company size, region… whatever makes sense to your business.

Make a list of these segments. For example, we have a range of products at Standss that are reasonably different. We could therefore segment our list based on products.

  • Email Merge PRO for Outlook
  • Quick File for Outlook
  • Send Guard for Outlook
  • Email Tags for Outlook
  • eeminders for Outlook
  • Email Notes for Outlook

I also like to keep a separate segment of our Volume License Customers since they have further requirements for deployment, control and support.

Volume License Customers

2.       Add the Categories to Outlook’s Master List (of Categories)

Go to your Contacts folder in Outlook.

Right-click over a contact and click Categorize and then click All Categories.

Click New and enter the Name of your category. You can also choose a color if you want but I generally select None. Click OK.


Hint: You will see that I have named my category ml_EmailMerge instead of just EmailMerge. I use the ml_ in front of all my segment names to indicate that they are my mailing list categories. The master category list appears in all parts of Outlook (emails, appointments, tasks etc). By putting the ml_ in front of my mailing list categories, I can get them to appear together in the list when they are displayed alphabetically.

3.       Assign your contacts to the relevant segments.

Go to your Contacts folder in Outlook.

Right-click over a contact and click Categorize.

You can click the category from the list or you can click All Categories and then select multiple categories for a contact if you want.

Repeat for all relevant contacts.

Viewing Your Various Segments

Once you have your contacts segmented, you will need Outlook to show you the contacts by segment so that you can use them easily.

Go to your Contacts Folders.

Click on the View Tab and Click on Categories (which will be in the Arrangement group)


Your contacts will now be displayed grouped by Categories. Contacts will be displayed more than once if they are in more than one category.


You can simply type the name of the Category in the Outlook Search box and only matching contacts will be shown

How to use your Categories/Segments in Sales and Marketing Emails

The next time you need to send out an email that is relevant only to a particular segment, display the list of contacts in the segment as explain above.

Then create your email and send it out only to the people in that segment.

I guarantee that you will get much better responses rates… and you will also get less emails from annoyed contacts asking to be removed from your list (since you will only be contacting people who are genuinely interested in your email).

Fine-Tuning Outlook emails to segments (Better Responses in Less Time)

If you want to get even better response rates, you should send out personally addressed emails to your contacts.

This means that each email should only have one contact’s name in the To field. You may even want to personalise the email with the contact’s name and other details.

This can be time-consuming to do if you try and do it by hand.

We recommend Email Merge Pro for Outlook. Email Merge Pro installs inside Outlook and uses a step-by-step Wizard to quickly create and send out personalized emails to selected contacts.

Best of all, the emails will still be sent out from Outlook instead of looking like emails from a mailing service. This is extremely important, particularly if you are dealing with larger customers.

Email Merge Pro has full support for Categories so that you can easily send out emails to segments when you need to.

Learn more and download a trial version of Email Merge Pro for Outlook addon.

How to Schedule Appointments without Overwhelming Yourself

By standss · Comments ( 1 ) Wednesday, April 1st, 2015

Do you find yourself turning up at appointments late (or stressfully on time)? The problem may not be related to having too much to do but instead to how you schedule your appointments.

The secret to stress-free appointments is what happens before and after the appointment!

For me appointments are basically things I need to do at a specific time and day. These include work related meetings with others, work related things I need to get done on my own, as well as personal things such as taking my son to music or playing golf.

I used to find myself frequently “arriving” late to appointments until one of my new golfing friends told me that 4 PM golf means you should be ready to tee off (start playing) at 4, not arrive in the car park at 4.

Learning to be on time for golf has helped me discover some rules that have helped me use appointments in a more productive and less stressful way.

1: Is there enough time to finish off from any previous appointment (before this appointment)

Do you need to make notes or schedule follow-up actions after the previous appointment is over?

If you’ve been working on something on your own, have you allocated enough time to save your files in the correct folders etc?

Have you allocated enough time to do that before the start of the next appointment?

2: Have you given yourself enough time to prepare or to get to the meeting?

If the meeting is somewhere else, have you allocated enough time for travel (and taken into account the amount of traffic at that time of day)?

This is one I frequently got wrong when taking my son to guitar lessons. I underestimated the time to pick him from school, take him for a milk shake (might as well make the guitar lesson a weekly father-son event), and then end up at the lesson.

If it’s a sales meeting, have you given yourself enough time to get familiar with the client and the offer?

3: Have you given yourself enough time after the appointment?

This is the same as #1 but for this meeting instead of the previous appointment. It is liberating to finish a meeting knowing it’s finished (instead of knowing that you need to take time out later to make notes etc).

What does this mean for your Outlook Appointments?

Before you set an appointment in your Outlook Calendar, make sure that there is enough space between that appointment and the ones before and after.

If it’s an appointment with yourself then you can create a meeting slot that includes the before and after time.

If it’s an appointment with someone else, then you probably want to make the start of the meeting the actual meeting time. In that case make sure that there is enough free space before the meeting for you to travel, prepare etc.

Outlook also lets you set Reminders for appointments. By default this is set to 15 minutes but you can change this to whatever you want for individual appointments.


Change the reminder to give yourself enough before the meeting to get to the meeting on time and fully prepared.

Final thoughts…Don’t Schedule too much into your day!

There is a lot of research that now shows that we can get much more done if we schedule regular breaks during our day as well. That was probably the idea behind morning tea and afternoon tea (or the equivalent coffee breaks in modern times).

So remember to take a break.

I hope this tip helps you to get more important things done with less stress.

Please leave a comment if you find this useful… or have your own tips to better appointments.

A look at the year gone by and Welcome 2015

By standss · Comments ( 0 ) Sunday, January 11th, 2015

Happy New Year to all our readers and their family and friends.

Hope you all had a great holiday de-stressing (hopefully not distressing) yourself and gearing up for the year ahead.

I understand it will be awhile till we all get back to actual work so we will keep the first post relatively simple.

I will just provide a quick overview of the year 2014 and the important events that took place in case you missed it… and also provide some links to the favourite post of our readers.

Mid-last year we launched a major upgrade to one of our bestselling email management tool Quick File for Outlook. The response to QuickFile for Outlook version 5 was so positive and over-whelming… I guess the credit for this goes to all the users who contributed with their awesome ideas and recommendations and pushed us to release another major upgrade after 5 years since version 4 was released.

Not just that… overtime we realized that different people used QuickFile differently based on how they work in Outlook and what they do…

On one end we had users who like to simply use QuickFile to file and organize their inbox and sent items while on the other end of the spectrum we had high end users who required much more than just filing.

To cater for all the different user groups, we created 3 different versions of QuickFile:

  • QuickFile Standard
  • QuickFile Pro
  • QuickFile Ultimate

To view the difference between the versions and choose which one best suits your end… visit the Quickfile Comparsion page.

New to QuickFile: If email overload is a problem for you… if you think that you’re not getting the right work done because of the amount of emails in your Inbox… you MUST try this. You can download a fully functional 30 day trial and see for yourself.

Existing QuickFile users: If you missed out on the upgrade, you can view the upgrade options and upgrade to the QuickFile version 5 that works best for you now.

Now let’s have a look at the top 3 Outlook tips blog post for 2014. This posts have been selected based on the NUMBER OF PEOPLE WHO READ THE POST!!!

TOP POST#1: Reasons why you should avoid using BCC for emails + Alternative Solution

Outlook users BCC emails for two main reasons… sending sales/marketing emails or sending someone a copy of the email without letting the other recipients know. We strongly recommend that you DON’T use the BCC field for either purpose. Why?

Find out the 3 main reasons plus what you can do instead of using the BCC field…

Read Now

TOP POST#2: How to NOT Email Yourself when using Reply-to-All in Outlook

This post was a result of an interesting question that one of the readers asked

“Outlook includes my email address in the To field when I do a Reply-All. Clearly I do not want to email myself but Outlook lacks the intelligence to not add my email address to the email. Do you have a solution?…”

The reply to this was YES!!!

Find out what the solution was…

Read Now

TOP POST#3: Saving (Exporting) Outlook emails with your other files

Here’s a quick tip on how you can save one or more emails outside of Outlook. This is very useful if you want to save your emails on your hard disk in Client folders along with Word files etc.

There are two formats by default which you can save the emails in Outside of Outlook, these are Outlook Message format and Text only, but in this post we also showed you how to save the emails in PDF format…

Read Now

Well that pretty much raps up 2014 for us… time sure flew and without even realising we are now in year 2015.

The Standss team is ready for the year ahead and as always… we have big plans for this year as well and we will be notifying you of this once ready…

The whole Standss Team would like to once again which everyone a Happy New Year and great success for the year ahead… Thank you for being part of the Standss family and we wish to continue serving you the way we have and offering you solutions that saves you time and makes you productive.

Till next time… have a better Outlook.

Use Outlook Speak to Proof-Read your emails

By standss · Comments ( 0 ) Wednesday, October 22nd, 2014

I have a habit of reading my email to myself while typing it and I’m sure a lot of us do the same.

we usually read to ourselves what we are typing, but often we say the correct word to ourselves but type the wrong word.

How many times have you used Outlook to send out emails with correctly spelt but the wrong words in them?

In a earlier post, I showed you how you can avoid common spelling mistakes using Outlook’s Autotext.

Here is another great way to avoid spelling mistakes…

Get Outlook itself to READ OUT the email to you!!!

Let’s look at the example we discussed in the earlier post again:

“Our sincere apologize for any inconvenience caused”

The word “apologize” was spelled correctly but was incorrectly used. The correct word was “apologies”.

These mistakes are easy to pick up if you use Outlook’s built-in (but well hidden) feature that will read the email aloud to you.

Windows already has the ability to read text back to you. Here’s how you can add a button inside Outlook to read out selected text to you.

Note: The following tip works in Outlook 2010 and 2013 only.

  • Create a new email.
  • Right Click on a blank area of the Ribbon
  • Click Customize Quick Access Tool Bar
  • Choose Commands not in Ribbon in drop down


  • Scroll and select Speak
  • Click Add
  • Click OK

Outlook will add a new button to your Quick Access Tool Bar as shown below.


How to use the button to get Outlook to read the email aloud to you

  • Create a new email
  • Type some text
  • Select the text that you want read out to you.
  • Click the new button that was added in the previous steps.

Outlook will read the email out to you.

Next Steps

You may also want to add the “Speak Selected Text” button to your Inbox so that you read emails that you are reading in your Reading Pane.

Go to your Inbox and follow the steps above to add the button.

Finally you can also open an email that you have received and follow the same steps so that you can hear any email that you have received or already sent.

This simple tip has improved the quality of our emails here at Standss… hope it does the same for you.


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