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.
The video above shows you exactly how easy it is to send and track your emails… but here’s a quick summary.
Use the Email Merge Wizard as normal. The last step of the Wizard has a tracking section as shown below.
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.
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 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.
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 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?
- 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.
- 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.
- 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:
- Go to the Next Week folder and drag any emails that you plan to work on this week into your Inbox.
- 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.
The majority of the emails that you send will be read on Smart Phones and tablets. That means you could be missing out on important business if your emails are not displaying correctly on mobile devices.
In this post we look at things you MUST do to ensure that your emails are displayed correctly on computers, tablets and most importantly smart phones.
Stats say 55% of email is now opened on a mobile device (Litmus “Email Analytics” -March 2016) and the numbers are expected to increase. In fact it is already up 500% since 2010.
Here are 3 quick and easy things you can do in Outlook to ensure that your emails look right, get read and most importantly get responded to.
- Use a BIGGER font size
Mobile device screens are small and you need to make sure that your text can be read easily. We recommend a minimum font size of 14 pts for body text.
- Use a dark text color (Black) on a light background (White)
Don’t get too creative with your font colors and backgrounds. Dark text on a light background usually works best.
It is readable in most conditions…like in bright sunlight. It is also readable if users have turned down the brightness of their screens to save battery life.
- Don’t use too many images
You can’t assume that your images will be displayed because many mobile operating systems (e.g. Android) turn images off by default.
Users often don’t download images in order to save data.
We recommend that you add images for effect but still write emails that convey your full message even if the images were turned off.
4th (Bonus) Tip: Write what is important at the top of the email
People often use their mobiles for “pruning” their emails before doing the real reading and responding on their computers.
Make sure you make your point quickly or your email could be deleted and never actually re-read on the desktop.
We are relooking at all of our Outlook addins for Business to ensure that they continue to serve you in the new era of mobile devices. Next week, we will be making an announcement for Email Merge for Outlook which thousands of Outlook users are using to send out sales and marketing emails to their customers.
In the meantime, please let us know if you have your own tips on making emails more readable on mobile devices by leaving a comment below.
Studies clearly show that people who do not multi-task can focus for longer periods of time and feel also less stressed. But emails makes it difficult to NOT multi-task, particularly if you get notified each time an email comes in. This post shows you 4 things you need to can do to be more productive with emails without multi-tasking.
Turn OFF email Notifications
Be default Outlook displays a little notification in the bottom right hand corner of your screen every time an email comes in. It may also play a sound or show a little envelope icon in the taskbar.
Unless your work requires real-time notification of emails, we recommend that you turn off ALL email notifications.
Click File and then Options.
Click on the mail tab.
Scroll down to the Mail Arrival section and make sure that all the boxes are un-ticked as shown below.
Have Email Processing Scheduled in Your Calendar
Try and have a fixed time where you go through your Inbox and delete out stuff that doesn’t need to be there, respond to important emails etc.
This is your main email time during the day. Don’t worry… you will still get to see emails again later in the day.
Turn off Outlook when doing non-email related work
Many users turn to emails looking for a distraction when they are at a point in their work that is difficult or requires a decision. They turn to their Inbox hoping to find an excuse to avoid what they really need to work on.
You’re less likely to do this if your Outlook is closed… and even if you do, the time Outlook takes to start up will remind you to go back to your work.
Reward yourself by going to your Inbox when you finish a reasonable chunk of work… or when you finish a particular piece of work
Even if email is a distraction, a lot of real work gets done using it.
I go back to my Inbox roughly around once every one or two hours. This give me my email-fix as well as giving me the opportunity to respond to anything important that may have come up while I was doing other work.
Try these 4 quick tips today. They won’t solve all your email problems but they will put you more in control. You should find you’re getting more work done, feeling less stressed and still getting your emails answered.
Microsoft introduced the Clutter feature for Office 365. In this post, I share how Clutter was designed to declutter your Inbox… my own experience… and what you can use instead.
What is Clutter
Clutter was introduced for Office 365 users at the end of 2014. Microsoft says that Clutter was designed to help you focus on your most important messages in your Inbox.
It uses machine learning to identify lower priority messages and move them out if the Inbox to a new Clutter folder.
How to use Clutter (if you have Office 365)
By default, Clutter is turned off. You need to go to Outlook Web Access (OWA) to turn Clutter on (or off).
I find that Clutter does a pretty good job of identifying which emails are newsletter etc and moving them away to the Clutter folder. My Inbox has less emails and they are mainly the ones that I need to work on.
To be honest, I don’t read (or need to read) most of the emails in the Clutter folder.
However… the problem is that Clutter also gets it wrong!
I have found that it occasionally moves out emails that need my attention… and sometimes those emails need timely responses.
As an example, a few weeks ago I had to get my credit card reissued because it had been used fraudulently. The card in question has several important monthly online payments linked to it… payments that were essential for our business.
The payments for these (obviously) could not be processed because the card had changed. Unfortunately, some of the emails related to the card failing ended up in the Clutter folder.
It was only by coincidence that I looked in the Clutter folder for something else and discovered the payment warnings.
So…if you decide to use Clutter, I recommend checking the clutter folder once a day for any important emails.
Otherwise you can turn it off and try the following
Getting the Benefits of Clutter (without using Clutter)
I think the goal of Clutter is still worth achieving i.e. getting lower priority emails out of your Inbox and to a separate folder which you can read at a time of your choosing…
… and to be honest you probably will find that you don’t choose to read those emails very often. I know I don’t.
You can achieve this by creating a folder (called say Newsletters) and then using Rules to move the relevant emails to the folders automatically.
You can find instructions on using Outlook Rules to Declutter your Inbox here.
The problem with this as that it takes a lot of work to maintain rules.
The automated way: Use the Newsletters feature that is built into QuickFile for Outlook.
Both the Pro and Ultimate versions of QuickFile have a feature that aims to do what Clutter does but leave control in your hands.
If you’re one of the thousands of user of QuickFile for Outlook, this is all your need to do.
Right Click over the email and click Newsletter.
The email will automatically be moved to the Newsletters folder (created by QuickFile inside your Inbox). All future emails for the same newsletter will automatically be moved there.
Now your Inbox will stay clear of these emails but your important emails will still make it through.
Note: QuickFile for Outlook works can be used with any type of email account in Outlook including POP3 and Office 365.
If you’re not a user yet, you can download a trial copy of QuickFile for Outlook from here.
This post continues with the theme of Getting and Staying in Control over Your Email and your Inbox. I am going to show you a simple way you can setup your Inbox to show you only what you need to work on this week… with today’s action emails at the top.
This system does NOT require anything extra. All you need is Outlook to get started.
While a lot of productivity gurus advise that we should NOT use our Inboxes as a To Do list, most of us still do. Why?
Because it still is the place where most of our To-Dos arrive. It’s easier to leave them there than to transfer them somewhere else. However …
The Problem with working from your Inbox is…
The emails do not arrive in the order in which you need to work on them.
Having them all in the Inbox at the same time can be overwhelming because you’re presented with too much information … you see everything that you need to work on… without any way of knowing what you need to work on first.
You can solve the problem using ONE folder and 2 New Habits
Assumption: I am assuming that your Inbox only has emails that you still need to work on. Emails that you have finished with have either been deleted or filed out of the Inbox (last week’s post compares advantages of filing emails by folders or tags in Outlook).
Here’s what you can do to have your Inbox show you what you need to work on this week, with the emails that you need to work on today at the very top.
Setting up the One Folder System
- Create a folder under the Inbox called Later
- Drag and drop the emails that you don’t need to work on this week into this folder.
- Flag (using the follow up flag in Outlook) the emails that you want to work on today.
- Sort your Inbox by the flag/follow-up column so that flagged items will now appear at the top.
Why do I keep all emails for the week (instead of the day) in the Inbox?
Because I can get a quick overview of what I need to work on in the near future by simply glancing at the Inbox…plus it makes the system easier to use if I only need to look at unurgent emails once a week.
Habit #1: Daily Review
You will need to do the following each time you get new emails in your Inbox.
Either delete or file emails that no longer need your attention. Once you complete this your Inbox will only have emails that still need your attention.
Move emails that you will not be working on this week into the Later folder.
Flag any emails that you will be working on today (and unflag any emails that you have changed your mind about).
Habit #2: Weekly Review
At the start of every week, go to your Later folder and move any emails that you plan to work on this week back into your Inbox.
That’s you new Clean Inbox but…
Probably the biggest problem with this system is the need to manually move emails back into your Inbox.
It is easy to forget about the emails that have been moved to the Later folder and as a result miss out on opportunities (and annoy customers) because of tasks being left undone.
You can solve this problem with a simple bit of automation that eliminates Habit #2
eeminders for Outlook addin installs inside Microsoft Outlook and adds a button to the Outlook ribbon for you. Now when you process the emails in your Inbox, you can tell it when you plan to work on an email.
The email will be moved out of the Inbox to the eeminders folder…. and then automatically (magically) returned to the Inbox at the date and time of your choosing.
Don’t worry. Your emails are safely inside your Outlook. You can go to the eeminders folder at any time if you need to “reschedule” an email.
(If you are also looking for a folder based solution for email filing, then we recommend QuickFile Pro for Outlook which has eeminders intergrated in it. Make sure you select the Pro version)
This simple system (ONE FOLDER and 2 HABITS) will unclutter your Inbox and help you get the right things done by removing (currently) unimportant emails that may distract you.
Instead of hundreds of emails, your Inbox will now show you only what you need to work on this week, with the most important emails at the top.
This system does NOT require anything extra. All you need is Outlook.
The only downside is that it requires some discipline in moving emails back to the Inbox again on a weekly basis.
As a result we have also recommended eeminders for Outlook, an addin that can automatically move emails our of your Inbox and then back again on the dates that you plan to work on them.
Eeminders is very reasonably priced and most users will find that it pays for itself within a month at the most.
In this post I look at the two main ways of organizing emails… Folders and Tags. We will look at the advantages and disadvantages of each one so that you can decide which one works best for you.
We will also look at a couple of Outlook addins that you can use for each style of email management if you don’t want to do it all manually.
But before that…
What do we need from any email organization system?
Irrespective of the way we organize our emails, this is what we need.
1. We want to easily see which emails still need our attention.
2. We want to file away emails that we have finished with but need to refer to in the future. Ideally sent and received emails for a project/client etc should be in the same place so you can see them all together.
3. We want to quickly find and retrieve any one filed email or a group of filed emails.
4. We want to do all this without wasting our day shuffling emails around.
Organizing emails either in Folders or with Tags can meet 3 of the above requirements and you can use the addins that we mention below to do it to meet the last requirement.
Let’s look at each of the two methods now…
Method #1: Emails and Folders
The first way of filing that most people use in Outlook is Folders i.e. create folders inside Outlook and then file emails into these folders.
This method works well for most users because most of us are used to folders in the physical world. As a result, this paradigm is easy to understand.
Furthermore, Outlook was designed with folders in mind. It is easy to create folders quickly inside Outlook and then drag and drop emails into them.
Tip: If you have a system of paper folders in the physical world, we recommend that you create a similar folder structure inside Outlook. Having the same structure in both places makes is extremely easy to find emails when you need them.
The problem with folders is that is can be time consuming and error prone to move emails. It is easy to accidentally drop an email into the wrong folder… or to forget to file emails from the Sent Emails folder… and it can be cumbersome to locate folders once you have a lot of folders. Unless…
Automating Folder Filing in Outlook
QuickFile adds a few buttons inside Outlook for you. It recommends folders based on your previous actions. You will be able to file up to 90% of your emails to the correct folder at the click of one button.
It also prompts you (with a recommendation) when you send out emails so that sent emails are automatically filed in the correct folder.
There is a handy Search feature so that you can quickly locate any folder simply by typing a few characters from the folder name.
Users have reported to getting back up to 2 hours each week that was previously lost to email.
Method #2: Tagging Emails
Tagging basically involved tagging (or marking) an email with one or more keywords. The tagged emails can then be moved out of the Inbox to an archive folder.
You can think of tags as being similar to folders… without actually needing to create folders… or you can think of tags as keywords.
You may already have used tags to organize photos (or to organize emails inside Gmail where tags are called labels).
The great thing is that each email can have multiple tags (no more worrying about which folder the email goes into)… and you can easily see all emails with a particular tag when you need to.
Outlook’s built-in search can then be used to find the emails that you have tagged with specific keywords.
The problem with Tags however is that there is no built-in way to do it easily inside Outlook. It is difficult to tag emails and difficult to find them easily later… until now.
Automating Tagging in Outlook
Email Tags for Outlook is a powerful addin that works inside Outlook. It saves time and ensures that emails are tagged correctly by recommending tags (A list of tags is also automatically maintained).
It can automatically move your tagged emails out of your Inbox to an archive folder so that your Inbox only shows you what you still need to work on.
Email Tags can also tag outgoing emails so that they are automatically organized with your received emails.
Best of all it has a powerful search feature to locate your tagged emails later.
How to choose what works best for YOU!
It depends on that nature of your work!
If you are already used to Tags then tagging emails should work well for you, particularly when used with Email Tags for Outlook.
Other people may find Folders easier because it mirrors the concept of folders in the paper world that we have all grown used to.
In our experience Folders work particularly well for people who work with well-defined projects.
We already have thousands of Lawyers, Engineers, Architects etc. using QuickFile for Outlook to save hours of billable time each month that was previously lost managing Outlook email folders.
We hope this post helps you make the right choice to have a more organized and productive Outlook.
It’s easy to send out emails with mistakes even after proof reading them. The reason is that we tend to skim while proof reading and we see the words we think we have written…. instead of the actual words there. The solution… get Outlook to read the emails back to you (preferably with your headphones on).
Here’s what you need to do:
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 (the list is in alphabetical order)
- Click Add and then 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 button that you added to the ribbon earlier.
Outlook will now read your email out to you.
My favourite error that this helped me catch… I had written “I look forward to jeering from you”… instead of “I look forward to hearing from you”… the j and h keys are right next to each other on the keyboard!
Hope this tip helps you avoid similar errors.
You greatly increase the chances that your sales email will be deleted (without being read) if you send it in time for the morning purge. In this post we explain what the morning purge is… and what you can do to avoid it.
What is the morning purge?
Recent statistics show that the first thing that people do when they wake up is check their smart phones (after the alarm on the same smart phone wakes them up). Some jump straight to Facebook but many people that you are writing to take the first few minutes to prioritize their emails.
Does this sound familiar?
You wake up. You look at the big list of emails that has landed in your Inbox while you were sleeping.
You’re not awake enough to start working on the big stuff yet but you can get organized for when you get into the office.
So you skim through your emails and delete out the stuff that is not too important. You want a more manageable workload when you get into the office.
You DELETE! You PURGE! … and you’re not alone.
Millions of people do the exact same thing every morning.
Is your email really important enough to survive the morning purge?
If you’re responding to something that someone specifically asked for then your email is probably going to survive but…
If you’re sending out more cold-calling like sales and marketing emails while people are sleeping (or after they have left work) then chances are they’re being deleted without being read.
What you need to do to get your sales and marketing emails past the morning purge?
If sales and marketing is part of your job description then you NEED to get those cold-call-like emails opened and read.
The secret to surviving the morning purge is simple.
Make sure that your email gets delivered to your customers and prospects AFTER the morning purge.
This means that the best time to send your emails are after they have left home and some time while they are in the office.
But be careful… because there is another purge session that emails go through immediately after lunch… so don’t send your emails during lunch time either.
Want to know more tips like this?
Are you happy with the response rates to your sales and marketing emails? You can greatly improve the number of responses if you stop giving your readers too many choices.
What are response rates?
The response rate you get is the percentage of people who actually respond to your emails. Obviously the higher your response rate, the more people are actually reading your emails and doing what you want.
What is a Call to Action?
It must be very clear to recipients what they need to do after they read your email.
Why are you sending out your email? What do you want recipients to do? Do you want them to call you? Do you want them to email you? Do you want them to click on a link? Do you want them to reply?
If possible, only ask readers to do one thing… or at least have the one main thing you want them to do extremely obvious.
Why a SINGLE call to action is better?
Research shows that when people have to choose between several options (that may all be better than doing nothing), they very often still do nothing.
We all fool ourselves by deferring action… saying that we will make a decision once we have more time. The problem however is that your unresponded email soon sinks down the Inbox and may never get responded to.
Try and have ONE VERY CLEAR CALL TO ACTION in your emails.
What are some other things you can do to improve response rates
1. Send each person a separate personally addressed email instead of stuffing many email addresses in the To, CC or BCC fields. Research shows that personally addressed emails are more like to get past SPAM folders and into Inboxes.
You can use an addin like Email Merge for Outlook to automate this instead of typing each email manually.
This makes your email look less like SPAM and more like an email from a real person.
2. Add a P.S. after your signature.
Restate the benefits of what you are selling and the call to action. Readers often scroll to the end of the email instead of reading the whole thing.
What are some other things that you do to increase response rates? Please share your ideas with other readers by leaving a comment below.
- Charity Projects
- Company News
- eeminders for Outlook
- Email Marketing
- Email Notes for Outlook
- EmailMerge for Outlook
- EmailTags for Outlook
- InsertText for Outlook
- Office 365
- Office Tip
- Outlook 2010
- outlook 2013
- Outlook 2016
- Outlook as a Business Tool
- Outlook Calendar Tip
- Outlook Contacts Tips
- Outlook Data Backup
- Outlook Email Filing & Management Tip
- Outlook Email Tips
- Outlook Installation/Setup
- Outlook Mail Merge
- Outlook Performance
- Outlook Search Tips
- Outlook Shortcuts
- project management
- QuickFile for Outlook
- Sales and Marketing with Outlook
- Send Confirm
- SendGuard for Outlook
- Sending emails
- Signature Switch for Outlook
- Smart Schedules for Outlook
- SPAM Filtering in Outlook
- Special Discount Offers
- Windows Tip
- November 2016 (2)
- October 2016 (3)
- September 2016 (4)
- August 2016 (3)
- July 2016 (5)
- June 2016 (2)
- April 2016 (1)
- March 2016 (2)
- February 2016 (1)
- January 2016 (3)
- December 2015 (3)
- November 2015 (1)
- October 2015 (2)
- September 2015 (3)
- August 2015 (2)
- July 2015 (4)
- June 2015 (3)
- May 2015 (2)
- April 2015 (3)
- March 2015 (4)
- February 2015 (3)
- January 2015 (3)
- December 2014 (1)
- November 2014 (1)
- October 2014 (3)
- September 2014 (6)
- August 2014 (8)
- July 2014 (7)
- June 2014 (7)
- May 2014 (6)
- April 2014 (2)
- March 2014 (1)
- February 2014 (1)
- January 2014 (2)
- December 2013 (4)
- November 2013 (6)
- October 2013 (7)
- September 2013 (8)
- August 2013 (11)
- July 2013 (9)
- June 2013 (9)
- May 2013 (10)
- April 2013 (9)
- March 2013 (8)
- February 2013 (7)
- January 2013 (4)
- December 2012 (4)
- November 2012 (9)
- October 2012 (3)
- September 2012 (3)
- August 2012 (5)
- July 2012 (2)
- June 2012 (5)
- May 2012 (9)
- April 2012 (7)
- March 2012 (10)
- February 2012 (7)
- January 2012 (8)
- December 2011 (3)
- November 2011 (4)
- October 2011 (6)
- September 2011 (8)
- August 2011 (11)
- July 2011 (9)
- June 2011 (2)
- May 2011 (7)
- April 2011 (7)
- March 2011 (8)
- February 2011 (8)
- January 2011 (7)
- December 2010 (6)
- November 2010 (9)
- October 2010 (8)
- September 2010 (8)
- August 2010 (14)
- July 2010 (13)
- June 2010 (15)
- May 2010 (13)
- April 2010 (15)
- March 2010 (5)
- Email Notes for Outlook Update (Sticky Notes for Emails) on
- Email Notes for Outlook Update (Sticky Notes for Emails) on
- How to have a Clean Inbox and Procrastinate too! on
- How to have a Clean Inbox and Procrastinate too! on
- How to use Outlook’s reminders to ensure that people respond to your emails on