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Archive for Outlook as a Business Tool

The importance of FROM in your Outlook email newsletters and flyers

Tuesday, January 31st, 2012

Do you email out a sales or marketing newsletter using Outlook?  When they receive your emails, what do recipients see? Who are the emails from?

Your FROM line is your branding in the recipients inbox.

It is what the reader recognizes first and what sets you apart from all the other emails in the readers Inbox. It is what gets your email opened!

From Field

Here are some tips on choosing a good From line.

Choose a FROM line that your readers/recipients will know

If you are using the email account to send emails to people who know your name personally (i.e. you are the brand) then it makes sense to use your personal name.

If they downloaded something from your website or bought something from your business, then they are probably more familiar with your company name.

Think twice (or maybe 10 times) before you change your FROM line

If you have an active newsletter with many subscribers already then have a serious think before changing your FROM line. Why?

Readers are already familiar with your emails. They may not recognize them (and therefore not open and read them) if you make a change.

For example: We use the Addins4Outlook name for our newsletters which many of our readers are familiar with. Our company name Standss now has a lot of brand recognition but I am still scared of changing the FROM line because almost 30,000 readers of our newsletter are already familiar with Addins4Outlook.

If you decide to change your FROM line, then announce it to your list first.

Send an email out from your OLD From line letting them know beforehand. That way many (but still not all), readers will at least be prepared.

You can find out more about how to change your FROM line in our related post How to Change Your Outlook From Line.

If you are sending out marketing or sales emails using Outlook, you may also want to check out  Email Merge PRO for Outlook which lets you use multiple email accounts for sending out emails (i.e. it lets you send out emails from different FROM lines)

How to Change Your Outlook Email From line

Tuesday, January 31st, 2012

Do you need to change the way that your name appears in the Inbox of people receiving your emails? Here’s how you can change the FROM field.

But before that, why is this important?

Having a From field that readers recognize makes your email stand out from other emails. It increases the chances that your email will be opened but… changing it could also result in your Outlook Emails not getting opened.

If you’ve decided you are going to change the From line…

  • In Outlook 2010, click File > Account Settings.
    In Outlook 2007, click Tools > Account Settings.
    In Outlook 2003, click Tools > E-mail Accounts > select View or change existing email accounts > click Next
  • Select an email account from the list and click Change.
  • Make the change in the Your Name field.

your_name_settings

  • Click Next. (Wait for Outlook to do some tests)
  • Click Finish.

Related Posts

If you sending marketing or sales newsletters, we recommend you read  The importance of FROM in your Outlook email newsletters and flyers before changing anything.

Better Emails: Proof-listen (instead of proof-read) in Outlook

Wednesday, January 25th, 2012

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

The mistake I have personally made more than once is “I look forward to jeering from you” instead of “I look forward to hearing from you”… h and j are next to each other on the keyboard!

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.

The following tip works in Outlook 2010 only.

How to add the button

  • 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

Word Options

  • Scroll and select Speak
  • Click Add
  • Click OK

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

Speak icon

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 my emails… it’s so some much nicer to hear from customers instead of being jeered at.

Comments (2)

Emails don’t always have all the information I need. Sometimes I have to get additional information by phone calls… or asking someone else in the office.

Other times I get ideas about what I want to put in a reply to an email… but I am not quite ready to send out the reply just yet?

How can you save this additional information with your emails… so that you don’t have to waste time gathering the same information again in the future?

I used to print the important emails and then handwrite notes on them… the problem was that it wasn’t easy to find the printed copies again when I needed them.

So we created Email Notes for Outlook. When I say we… I mean my team and  30,000 or so readers of our newsletter/blog. In fact… this product was mainly designed by our readers.

Here’s how you can use Email Notes to IMMEDIATELY jot down any thoughts you have while reading an email. The notes get added to the email (just like sticking a note to a piece of paper) for your later reference:

  1. Select an email and click Add Notes button on the EmailNotes toolbar
  2. Type in your notes
  3. Click on Save button to save the note contents

EmailNotes Screen

Email Notes has made writing notes on emails AS EASY AS STICKING NOTES TO A PIECE OF PAPER!

  • One click to add and link notes to emails
  • One click to view and edit notes linked to an email
  • Forward, Reply and Print your emails with or without notes
  • … and much more

If you’re not using Email Notes for Outlook yet… you owe it to yourself to try it out. There is a fully functional 30-day trial on our website

Learn More and Download Email Notes for Outlook

Also remember to check out the NEW YEARS RESOLUTION OUTLOOK PACK. We have bundled Email Notes for Outlook with 3 other Outlook Email Overwhelm boosters. You can save more than 50% for the next few days.

This one technique reduced the time spent by our customer support department on emails by 65%!

We use Insert Text for Outlook to template our responses to the most common questions that our support team receives.  This allows us to respond to the majority of our customers’ questions at the click of a button, instead of having to write out the response each time.

Insert Text (which does much more than just text) works inside Outlook and has the following benefits for our company.

  1. We spend less time writing emails.
  2. We send out more accurate, more complete emails that better serve our customers (we spend more time creating a well-thought out response since it only has to be done once)
  3. We send out LESS emails (because our responses have all the information they need).
  4. Our customers are happier because they get their problems solved faster
  5. Our team is happier because they are NOT getting bored writing the same things over and over again.

In summary… Less Time… Less Volume… Better Emails… Happier Customers… Happier Us!

Which brings us to… Insert Text for Outlook.

The biggest problem with InsertText is its name… InsertText does much more than just insert text into your emails.

It is a complete email template solution for Microsoft Outlook. You can use Insert Text to:

  • Create and use email templates in Microsoft Outlook
  • Templates can be used to Create new emails as well as Reply, Reply-to-All and Forward
  • Templates can have plain text, formatted text (HTML), To, CC, BCC fields and more (this is a addin specially designed for emails)
  • Easy to use interface lets you search, find and use templates easily.

If you’re not using InsertText yet… you owe it to yourself to try it out. There is a fully functional 30-day trial on our website.

Learn More and Download Insert Text for Outlook

Also remember to check out the NEW YEARS RESOLUTION OUTLOOK PACK. We have bundled InsertText with 3 other Outlook Email Overwhelm boosters. You can save more than 50% for the next few days.

How to stop DROWNING in too much email

Friday, January 6th, 2012

This is the first in a series of articles on how we use Outlook addins to get organized and have a more productive year.

One of the problems with emails is the SHEER VOLUME of emails we get…. They just keep coming and coming.

How can we write and respond to so many emails… keep them organized… and find them when we need to.

This article shows you exactly how I PERSONALLY USE QuickFile for Outlook on a daily basis… I hope you find ideas in it that will help you take control of your emails.

I am able to file 90% of the emails at the click of a button

QuickFile adds a toolbar inside Outlook. Whenever I select an email, QuickFile changes one of the buttons to the name of the folder I last used to file a similar email… most times the email needs to go into the same folder. One click and the email is moved out of my Inbox.

What I like:

  • I am actually filing my emails because I don’t have to hunt through a tree of folders.. one click is so much faster.
  • My Inbox doesn’t feel like a list of endless tasks because it only contains emails that still need my attention.

A COPY of my Sent Emails are automatically filed to the correct folder

QuickFile prompts me for a folder every time I send out an email. The prompt contains a list of folders where I am most likely to file the email…. Double-click and the email is automatically filed to the correct folder after it is sent.(The prompt can be turned off if you prefer to bring it up only when you want by clicking Send&File instead of Send)

What I like:

  • Without this, emails in my Sent Items folder were NEVER filed. I don’t look at Sent Items as often as my Inbox and it’s just too easy to forget.
  • QuickFile can either move the original email or file a copy from the Sent Items folder. The copy feature was implemented as a result of user DEMANDS and I really find this useful. A copy gets filed to the correct folder and I still have a copy in my Sent Items for quick reference. Many users tell me that they also use the Sent Items emails for filling in timesheets.

I don’t let Newsletters distract me

I subscribe to many different newsletter emails. Most of these newsletters do not need my urgent attention… they do not need to be added to my list of things to do.

QuickFile lets me treat any email in my Inbox as a newsletter at the click of a button. After that any email from that email address automatically gets moved to a folder dedicated to Newsletters, which I then read at my convenience.

What I like about this:

  • My Inbox does not get cluttered by newsletters… there is less stress each time I look at my Inbox.
  • I’m not distracted from my real work by an email with an interesting topic
  • QuickFile reminds me once a day to look at my newsletters with an email in my Inbox… I do a quick scan to make sure that I am not missing out on anything time-sensitive.
  • Many emails that I was spending (wasting) a lot of time reading no longer seem important… now that they’re not in my Inbox, I don’t feel as compelled to read stuff that I won’t actually use.

I (defer and then) deal with non-urgent emails in batches

Many productivity gurus recommend that you don’t deal with emails first thing in the morning but… we’re in a different time zone from many of our customers… I need to reply to them first thing to ensure that we are able to communicate while we are still both at work.

I start from my Inbox and deal with each in it. If it’s urgent I deal with it there and then.

Otherwise, I use QuickFile to defer it to 11 am… a time I have set aside for email processing. QuickFile moves the email out of my Inbox and then brings it back at 11 am. (QuickFile can defer each email to a different time of your choosing).

What I like:

  • My Inbox does not contain emails that I have decided not to work on now. This keeps me focussed only on what I need to think about.
  • The email automatically appears at a time of my choosing.
  • Batch Processing emails is actually a much more productive way of dealing with emails instead of getting distracted by emails 50 times a day.

I am able to find Email Folders by typing any part of the folder name

I have many folders of several levels inside Outlook. Finding the right folder to file or retrieve an email can take a long time… OK… it takes less than 10 seconds but it feels like a long time.

QuickFile adds a Find&Goto Folder button to the Outlook toolbar. To find a folder all I need to do is click on the button and type a few characters from anywhere in the name of the folder.

QuickFile shows me all matching folders and I double-click to go to the correct folder. Easy!

What I like:

  • I don’t have to remember where the folder is or it’s exact name.. or even the start of the folder name. QuickFile will do a find anywhere in your Outlook file and based on any part of the folder name
  • It makes answering queries that requires reference to old emails much much faster.

That covers my favourite ways in which QuickFile makes me productive

If you’re not using QuickFile yet… you owe it to yourself to try it out. There is a fully functional 30-day trial on our website.

Also remember to check out the NEW YEARS RESOLUTION OUTLOOK PACK. We have bundled QuickFile with 3 other Outlook Email Overwhelm boosters. You can save more than 50% for the next few days.

How I make sure that I only need to send emails ONCE!

Friday, January 6th, 2012

How much time do we waste every day having to resend emails… or makeup for emails that were sent incorrectly or to the wrong people to start with?

We originally designed Send Guard for Outlook at the request of several large companies (it has now been deployed to organizations ranging from 1 user to more than a 1000 users).

However I was surprised how often it was prompting me for missing information once I started using it myself.

SendGuard for Outlook has a collection of extremely useful tools that ensure your outgoing emails are COMPLETE (with no missing information) and are being sent to the CORRECT (and only the correct) people.

SendGuard works inside Outlook and takes no time to learn – you continue to write and send your emails the same way you always have. SendGuard will automatically warn you and let you take corrective action if it detects a mistake.

SendGuard even gives you a way of changing your mind about an email after you have clicked Send.

Have you ever:

  • Forgot to attach a document to an email message (which delays matters or could even result in missed deadlines)
  • Clicked Reply when you meant Reply-All (and thereby forgot to keep everyone in the loop)
  • Clicked Reply-All when you meant Reply (and accidentally disclosed confidential information to the wrong people
  • Forgot to write a subject or sent an email with an old subject line (the correct subject on an email generally gets a much better response)
  • Fired off an angry message that you later regretted.
  • Emailed someone using the wrong email address (for those of us with more than one email address).

If you are running a business, particularly a professional business, these seemingly small errors can make you look unprofessional and waste precious billable time.

SendGuard for Outlook protects you from all these mistakes by automatically warning you if it detects the possibility of any of the above mistakes (and more).

Learn more and download a fully functional 30 Day Trial of Send Guard for Outlook

Also remember to check out the NEW YEARS RESOLUTION OUTLOOK PACK. We have bundled SendGuard for Outlook with 3 other Outlook Email Overwhelm boosters. You can save more than 50% for the next few days.

Marketing with Outlook: How to Send your Catalogue

Tuesday, November 8th, 2011

It’s that time of the year when Outlook users will start sending out holiday emails. One of the things that you may choose to do is to email out your catalogue to your customers. You have two options: Giving users a link from which they can download the catalogue or attaching the catalogue to your email.

Should you be attaching the catalogue to your email or giving users a link to download it from your website?

And the answer is that it depends… on the size of your catalogue and the number of people that you will be sending it out to.

The advantages of attaching the Catalogue to your Email

Customer is more likely to read the catalogue: The customer does not have to do anything extra to read your catalogue. It’s already there with the email and they can simply open it up and start reading.

(We recommend that you send the catalogue in PDF format. Everyone has a PDF reader so your customer won’t need to download any special software and more importantly, your file will stay formatted properly and display to the user the way you intended.)

The disadvantages of attaching the Catalogue to your email

Time to send emails: If you are sending out a lot of emails and/or your attachment is a big file, then the emails may take a long time to send out of Outlook.

Time to download emails (annoyed customers): If your file is too big, it may take a while to download, which could end you annoying the customer.

Customers may not get emails: Files with attachments also have less deliverability. It is likely that your catalogue consists of “sales talk” that could be regarded as spam causing your email to end up in the Outlook’s Junk Emails folder instead of the Inbox.

So what should you do…

  1. If you are sending a small file to a few or many people, you may choose to send it as an attachment via email.
  2. If you are sending a large file to a few people (who know you personally and work closely with you), you may choose to send it as an attachment via email.
  3. If you are sending a large file to many people, we recommend that you upload the file to the web and send customers a link via email.

And finally…

We recommend that all marketing emails (with or without attachments) should be individually addressed to the recipients (i.e. send a separate email to each person). Studies have shown that emails sent this way are up to 3X more likely to be opened and read.

Our customers know how easily you can do this from inside Outlook using an addon such as Email Merge PRO for Outlook. If you’re not a user yet, you can view a demo video of Email Merge for Outlook  or download a free Outlook addon trial from our website today.

Smart Schedules Update – An ESSENTIAL feature was missing!

Thursday, October 20th, 2011

Thanks to your advice we are excited to announce the latest upgrade to Smart Schedules now provides a full solution to project management and scheduling inside Outlook.

We know that you know best… which is why the best features in our software are always designed by users.

Feedback from users showed us that Smart Schedules was missing one very important component. You told us that 3 things were important for the tasks and appointments that make up your projects… What, When and WHO!

Smart Schedules already made the What and When easy… but the Who was missing… until now.

We heard from users who were scheduling repetitive processes that could be further enhanced by inviting others from your contacts to attend key appointments and meetings.

We realized that you are not the only one at a meeting!

Just as you add participants to appointments using Meeting Request, you can invite people from your Outlook Contacts or manually to appointments in Smart Schedules.

Now, each of your individual appointments has a place to assign additional participants from your contacts, putting you squarely in the driver’s seat of the project – just like a project manager.

Smart Schedules essentially is an Outlook based project management software without the complexity and learning curve of all those others. Plus, there is no monthly subscription fee. You pay once and it’s yours to use forever!

Take a look at this screen shot below. Here is the appointment I’m adding my associate to.

Assign To Feature
See! You don’t need to change to another program or go through a complex, multi-step integration to use the functionalities that  Outlook already provides.

Smart Schedules downloads and integrates right into your existing Outlook, keeps your data safe on your computer and doesn’t disrupt anything you are already doing.

When you need to create a new project or start one that you perform regularly (perhaps when you get a new client) you simply click on the Project Centre toolbar. Once you set the start or end trigger date, everything falls into place including assigning the same appointments to the same team members every time. If you want to change who attends a meeting for a single project, you can make edits to your template just for that client. And, if you want to change this person permanently for all future projects like this one, you can edit your Master Template.

Use Smart Schedules for your project management and scheduling needs seamlessly within Outlook. Start your Free 30 Day Trial Today and you will receive FREE Training Emails that will teach you how to use all the useful features Smart Schedules has to offer!

(This is a free update for registered users of Smart Schedules. We will send you a separate email with download instructions.)

The holiday season is about to start. If you’re running a business, it is an important time to contact your customers with news and special offers. Over the next two months, some of our blogs will focus on the best ways of doing this using your Outlook contacts list.

Let’s start by looking at the different ways you can contact your customers or friends.

Depending on your contact list, the best way to contact your friends this year maybe using email, fax or post/hand delivery.

Most of these mailing can be considered “mass mailing” i.e. we want to send copies of the same mail to everyone… possibly customized with their name and address at most.

Microsoft Outlook and Word have some built-in features that automate this process for you. In addition we have built our own tools to further speed up and simplify the process for you.

In this post I’ll discuss both the built in free ways as well as our own addins.

How to Email out Invites, Greetings and Newsletters.

I am going to start with what I consider to be the easiest, fastest and most powerful way of doing this… our own EmailMerge PRO for Outlook.

View EmailMerge PRO Video on our website

You can view a short video on our website to see just how easy this is.

How to Fax out Invites, Greetings and Newsletters.

Despite what many people will have you believe, Faxing is not dead.

In fact in terms of deliverability, it can beat email – there is almost no chance that your fax won’t get delivered because of an over-zealous spam filter.

You can use Microsoft Word and the free fax printer that comes with Windows 2000/XP/Vista/7 to send out personalized faxes to your customers this year.

The Bad News: Windows Fax and MS Word don’t talk easily to each other out of the box.
The Good News: Fax4Word allows you to fax merge straight from Word to the Windows Fax printer.

View more information on Fax for Word

How to Print Letters and Envelopes for Posting and Hand Delivery

Even if you will be sending paper based mail this year, technology can help you.

Here are step-by-step instructions to:

Use mail-merge in Word with Outlook data to create and print personalized letters

Use mail-merge in Word with Outlook data to print mailing labels and envelopes

I hope you find the above information helpful in staying in touch with friends, family and customers this year.

 
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