[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.

notification

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.

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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.

retention

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!

Email Merge with personalised To and (related) CC/BCC fields in Outlook

By standss · Comments ( 3 ) Thursday, October 29th, 2015

Is it possible to do an email merge with a personalized email address in the To field and one or more RELATED email addresses in the CC or BCC fields. In this post we look at why and how you can achieve this with Microsoft Outlook?

Why?

This is very useful when you need to send a copy of the same email to two or more people in the same company.

For example:

  •  You may want to send reminders for a particular event to attendees but all CC their  assistants.
  •  You may send copies of statements to your clients and CC a copy to their accounts  manager.
  • If you are running a newsletter for a school, you want to send an email to one parent and CC the other parent on it too.

In all these examples the To and CC field are related to each other i.e. there could be a different CC email address for each person you are emailing.

Before I show you how to do this in Outlook, you may be wondering…

Why not just send each person a separate copy of the same email?

The main reasons for this is that you want all recipients to be aware that the others have also received the email. They can now also do Reply-to-All on the email your sent to start a conversation if they need to.

Setup Your List

The first thing you need to do is to setup a list which contains the email address you want to use in the To field and also the email address(es) for the CC field.

For this example, I am assuming that your list is in Microsoft Excel similar to the one that I have shown below:

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Note:

  • The To field (in this case the Customer Name) can only contain ONE email address.
  • The CC field can contain multiple email addresses separated by comas or semi-colons as shown for Jane Doe above.

Merge and Send the Emails

Now it’s time to send out the emails. While there is no built-in way in Outlook to do this, you can easily do this if you are using the Outlook add-in Email Merge Pro for Outlook.

Start Outlook

Click the Email Merge Wizard button. The Wizard will guide you to creating your email and to choosing the Excel file as your data source.

When you come to the following screen, click the Select field’s hyperlink.

blog 1

Click CC/BCC and then select the field that your CC email address is in.

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Click OK to return to the Wizard.

Follow the rests of the steps of the Wizard to send out the email.

Email Merge will create a separate email for each person, with the correct file attached to each one.

Our customers have used Email Merge to increase sales and to provide better support to their customers. Please share your own ideas in the comments below.

Related articles:

You can use this with our earlier article on setup your spreadsheet to email merge a different attachment to each person in Outlook.

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Email Merge a different file to each person in Outlook.

By standss · Comments ( 0 ) Monday, October 12th, 2015

A reader asked… How can I do an email merge in Outlook and send each person a customized attachment (PDF)?

In this post I discuss why you may want to do this and the easiest way to get it done.

Why?

Existing Outlook users are using this feature to provide their customers a more personalized service in several ways.

An accounting firm generates PDFs of customized tax reminders for their clients and then uses Email Merge to distribute the correct report to each customer

  1. Another professional services firm creates personalized invoices in PDF format and then uses Email Merge to send them out.
  2. An investment company sends out recommendations to their clients using this technique.

I am sure that you can come up with your own ways to use this to better serve your own customers.

Setup your list

The first thing you need to do is setup a list which contains the email addresses of the people you wish to contact, and the names of the file that will be sent to them. In this example I am assuming that you will do this using Excel.

Simply add a field (column) to the excel sheet which has the full name (with path) of the file that you wish to send as shown below.

test 3

(You can use Excel formulas to make up the file name if they follow some kind of rule)

Merge and Send the Emails

Now it’s time to send out the emails. While there is no built-in way in Outlook to do this, you can easily do this if you are using the Outlook add-in Email Merge Pro for Outlook.

Start Outlook

Click the Email Merge Wizard button. The Wizard will guide you to creating your email and to choosing the Excel file as your data source.

When you come to the following screen, click the Select field’s hyperlink.

test 2

Click Attachments and tick the name of the field that contains the file name.

test 1

Click OK to return to the Wizard.

Follow the rests of the steps of the Wizard to send out the email.

Email Merge will create a separate email for each person, with the correct file attached to each one.

Our customers have used Email Merge to increase sales and to provide better support to their customers. Please share your own ideas in the comments below.

Not a user of Email Merge PRO for Outlook yet?

Download a fully-functional version today

Are your prospects DELETING your sales emails during the morning purge!

By standss · Comments ( 0 ) Wednesday, August 19th, 2015

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?

Personalized Email helps improve Open Rates and Conversion

By standss · Comments ( 0 ) Thursday, October 2nd, 2014

I read an interesting case study today about how a company called CloudEndure achieved 58% open rate and high quality leads by sending personalized emails to prospective leads. I would recommend that you read this article as it is a perfect example of How to generate quality leads and why personalized email marketing works.

The way that we gather insight about our leads may vary from business too business but in today’s post, we will look at a simple solution that will allow you to send out personalized emails to improve your open rates and conversions.

But first let’s understand why sending personalized emails is better?

Emails sent the wrong way are MUCH more likely to be blocked by the many levels of junk email filters that we all have (even if we don’t always know they’re there).

Junk/SPAM Mail Filters have different levels of sophistication but they all follow a few basic rules including:

  • An email with a lot of recipients is more likely to be spam than an email addressed to only my valid email address and…
  • An email that is NOT addressed to me directly is more likely to be SPAM than one that is addressed to my email address.

Many Outlook users don’t realize the multiple levels of junk email filters stopping both junk and often real emails from getting to our Inboxes.

  • Level 1 – Internet Service Provider: Most ISPs now have Junk Mail Filters setup on their servers. These filters do their work even before the email gets to our computers i.e. they remove the email to a Junk Folder that can only be accessed via the Internet.
  • Level 2 – Anti Spam Software: Many users have additional anti-spam software on their computers that automatically remove and quarantine suspected spam emails.
  • Level 3 – Outlook’s built-in Junk Email Filter: Finally Outlook has its own Junk Mail filter which moves suspected junk emails to Outlook’s own Junk E-mail folder.

If you’re still sending out your Sales and Marketing Emails from Outlook by putting them all in the To, CC and BCC fields of one email then guess what… your email is most likely lost in a Junk Email Folder somewhere… it is NOT reaching the Reader.

Very few users bother checking the various Junk Mail folders… if your email is getting blocked then chances are it’s going to stay blocked.

THE SOLUTION:

Email Merge! You can use Outlook to create and send out personalized copies of the same email to many people.

Outlook has some basic mail merge functionality built into it (it uses Word to do the merge) but this does have some limitations including:

  • being harder to use
  • not being able to customize the Subject line and
  • not being able to send out your emails in smaller lots (which again impacts deliverability).

The easiest way to do this is using our own EmailMerge for Outlook addin. Our addin installs inside Microsoft Outlook and then provides a step-by-step Wizard that will guide you through your first email merge.

Watch a short demo video to see Email Merge in action or download a trial version to test it yourself.

Hope you find this tip useful with your own email marketing campaigns.

Do you know of other ways to improve open rates and conversion?

Share it with our readers our leaving a comment below.

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Reasons why you should avoid using BCC for emails + Alternative Solution

By standss · Comments ( 6 ) Tuesday, September 16th, 2014

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?

  • Your sales/marketing emails will probably get caught in SPAM filters: Stuffing the TO/CC/BCC field with email addresses makes your email look like spam and it might be caught by the SPAM filters, which means your recipients might never receive your email about an important announcement/sale/event etc.
  • Your sales/marketing email might not get read even if it gets past the spam filter (because it looks too much like a sales email to the recipient)
  • If you used BCC to keep a recipient hidden from others, imagine what would happen if the hidden recipient did a reply-to-all! Suddenly the other recipients would be aware that you had been using BCC and depending on the nature of the email conversation, this may be viewed as dishonest or sneaky.

What to do instead of using the BCC field?

Send Personalized Individual emails (Marketing or Sales emails)

Your emails have a better chance of reaching the recipients inbox if it is personalized and addressed to that person.

You can either send the same email to the recipients one at a time (compose a new email and copy paste the content) which would be time consuming… or

You can use an easy mail merge tool like Email Merge for Outlook to send out personalized individual copies of the email to each recipient. Each recipient will get a personalized copy of the email which is addressed only to him/her.

Forward Emails (when you need to hide a recipient from the others)

If you need to send someone a copy of an email without others knowing about it, don’t BCC them on it. Instead send the email out to the “disclosed” list of recipients. Then forward a copy of the Sent email to the “hidden” recipient. Now if the hidden recipient reply’s to the email, the reply will only come to you.

Avoid accidental Reply-To-Alls yourself

If you or others in your organization are dealing with confidential information that you are BCCed on, you might want to also look at Send Guard for Outlook to avoid doing an accident Reply-to-all yourself!

Send Guard has special filters that check emails as you respond to them and as they are sent out.

A special prompt will warn you and ask for confirmation if you reply to an email on which you have been BCCed.

This can avoid the accidental disclosure to other recipients that we referred to earlier.

I hope you find this tip useful.

If you know of other email abuses or ways to avoid email abuses, share it with us by leaving a comment below

Related Posts:

How to create NON-SPAM emails that get opened and read

When to BCC Emails in Outlook

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Add Unsubscribe Links to Emails Sent Using Email Merge

By standss · Comments ( 0 ) Sunday, September 7th, 2014

A few weeks back we received an inquiry from a customer which read:

“do you have a simple , inexpensive bulk mailer program which I can use to send schedules , newsletters etc to targeted customers including an opt out option. I want a once off purchase – not a subscription service and I definitely don’t want to SPAM my customers as this will lose me business?”

A lot of you may already know what solution we would have offered the customer… Any Guesses?

Yes… our very own Email Merge for Outlook which basically meets all the requirements.

If you are new to Email MergeDownload our 30 day trial version to try it yourself and see just how simple and cost effective it can be for your email marketing needs.

One of the most commonly asked question we have had recently is…

How to add unsubscribe links to the mass emails sent using Email Merge?

In this post I will be showing you just how to add unsubscribe links and also managing your unsubscribe list using Email Merge.

Adding Unsubscribe links to emails

With the method of unsubscribe that I will be showing you, there will be a link in each email that you sent out, when the link is clicked, a new email will be created with pre-filled content and the subscriber can send that back to you. Here is how:

  • Open Outlook
  • Start the Email Merge wizard, move through the steps in the wizard till you reach the step to edit/compose your email
  • Start typing your email
  • Once done, please your cursor where you would like to add your unsubscribe link (I personally recommend right at the moment of your email)
  • Enter a text of your choice for the subscribe link for example “To cancel your subscription please click Unsubscribe”
  • Highlight all the text that you would like to create as a hyperlink. In this example I will only highlight the word “Unsubscribe”
  • Now click the Insert tab > click Hyperlinks. This will open the following screen:

insert_hyperlink

  • On the right side under “Link to:”, select E-mail Address
  • In E-mail Address:, enter the address on which you could like to receive the unsubscribe notification.
  • In Subject:, enter “Unsubscribe from Newsletter” or something similar with the word Unsubscribe in it
  • Click OK

This will now create a hyperlink in your emails. Your newsletter subscribers can request to opt out by simply clicking on the link and sending the notification email to you.

How to Manage unsubscribe using Email Merge

You will now be required to use the Do Not Send To list feature to manage your unsubscribe requests.

To Open the Do not Send List:

In Outlook go to your Inbox, click on the little arrow beside(below) the EmailMerge button on the Toolbar/Ribbon.

Click Do not Send List. The application will open the following screen:

 

1. Add an email-address to Do not Send List:

Click Add, the application will display the following screen:

 

You can add email address(s) to the Do not Sent list using 1 of the 3 options below:

  • Manually add the new items to the list – Select this option if you would like to type-in the email addresses manually. (Enter 1 email address per line)
  • Email address (sender) of currently selected email(s) – Select this option if you want Email Merge to automatically add email addresses for the emails you have already selected in the current folder. The email address of the sender will be added to the Do not Sent List.
  • Emails in current folder with unsubscribe/bounce back words in subject

For the purpose of this example, I will select the last option as the unsubscribe email will have the keyword “Unsubscribe” in it.

You may also find that certain emails addresses on your list are no longer valid as emails you send are bounced back. EmailMerge can automatically add addresses of the above to the Do not Send List by comparing words in the Subject fields.

You can edit the list of words by clicking on Maintain Word List to add, delete or reset the Word list to default.

Now click Next and Email Merge will automatically add all email address with the keyword Unsubscribe in the subject to the Do Not Send To list.

You can repeat the above steps after each newsletter or email campaign to ensure that people who have unsubscribed are added to the list and not contacted further as this could really annoy them.

Here are a few reasons why you maybe want to try Email Merge:

  • It’s a simple tool that works directly inside Outlook
  • It’s one of the most inexpensive bulk mailer program
  • It allows you to send newsletters and even schedule the time for sending emails
  • There are no monthly subscription fee’s… just a once off purchase
  • It lets you send out personalized emails therefore reduces the chances of SPAM
  • Lastly the new “Do Not Send To List” feature even allows you to manage unsubscribes.

Hope you find this tip useful

Let us know what you think of this tip or Email Merge by leaving a comment below.

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How to manage opt-outs from newsletters you send from Outlook using Email Merge

By standss · Comments ( 0 ) Wednesday, July 30th, 2014

We had a user ask us a question regarding EmailMerge for Outlook yesterday:

“How does your Email Merge Software work with unsubscribing from the mailshot?”

We replied to the user mentioning about one of the new features we added to the latest version of EmailMerge called the “Do Not Send List”.

For all existing users of EmailMerge for Outlook and also who are currently trialing it, this post highlights what the “Do not Send List” feature is and how you can use it to handle Unsubscribes.

Before we get into using the Do Not Send To list, here’s a small quote from a happy user of this feature.

“I just found the function to update the do not send list from email responses in the current folder with Unsubscribed in the subject line and the ability to change the Subject word being searched for. Awesome! I lost my unsubscribe list, but keep all my responses in one folder.”
Marge

I’d like to say a Special Thanks to Marge for the positive feedback.

What is the “Do not Send To” list?

The Do Not Send list allows you to maintain a list of email addresses to which EmailMerge will NEVER send emails (even if they are in your mailing list).

Why? Certain contacts may request to not be part of your mailings. Accidentally emailing them could result in annoyed prospects or customers… or complaints against you to spam authorities.

Adding these contacts to the Do Not Send list ensures that EmailMerge will not send emails to them.

How to Use it?

To Open the Do not Send List:

  • In Outlook go to your Inbox, click on the little arrow beside(below) the EmailMerge button on the Toolbar/Ribbon.

  • Click Do not Send List. The application will open the following screen:

1. Add an email-address to Do not Send List:

  • Click Add, the application will display the following screen:

  • You can add email address(s) to the Do not Sent list using 1 of the 3 options below:
    • Manually add the new items to the list
      Select this option if you would like to type-in the email addresses manually. (Enter 1 email address per line)
    • Email address (sender) of currently selected email(s)  Select this option if you want Email Merge to automatically add email addresses for the emails you have already selected in the current folder. The email address of the sender will be added to the Do not Sent List.
    • Emails in current folder with unsubscribe/bounce back words in subject

People can unsubscribe from receiving emails from you by having certain words in the subject of the email they sent to you. (Normally they would reply to your email and add the word Unsubscribe)

You may also find that certain emails addresses on your list are no longer valid as emails you send are bounced back. EmailMerge can automatically add addresses of the above to the Do not Send List by comparing words in the Subject fields.

You can edit the list of words by clicking on Maintain Word List to add, delete or reset the Word list to default.

2. Edit Do not Send List:

  • Select the email-address and click Edit
  • Make the necessary changes to the email-address
  • Click OK to save your changes

3. Remove an email-address from Do not Send List:

  • Select the email-address you want to remove
  • Click Delete and the application will display a prompt to confirm the removal of the indicated email address from the list.
  • Select Yes to remove the email-address from the Do not Send List.

So… are you using the Do Not Send To feature of Email Merge PRO for Outlook. Let us know your thoughts by leaving a comment below.

Not a user of Email Merge PRO for Outlook yet? Find out how you can keep customers informed using EmailMerge PRO for Outlook.

Mail Merge from Outlook to Microsoft Access

By standss · Comments ( 0 ) Monday, July 14th, 2014

Do you have lists in Microsoft Access that you need to send sales or marketing emails to? You can now email merge directly from Outlook using data stored in Microsoft Access.

Mail Merge is the process of taking one letter (or email) and then personalizing and sending it out to many people. Each person gets a separate copy of the email with only their own name on the To field. The email subject and body can also be personalized with their details.

Thousands of users have been using our best selling addin Email Merge PRO for Outlook to send out sales and marketing emails from Outlook using Outlook data or lists saved in Excel spreadsheets.

We have now updated Email Merge PRO so that you can also use data from Microsoft Access databases.

Email Merge gives you an easy step-by-step Wizard that results in individual personalized emails.

email_merge_access

If you’re an existing user of Email Merge PRO, you can download the update for free.

If you haven’t tried it yet, download a functional trial of Email Merge PRO from our website.

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