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Use Microsoft® Outlook
® to Create Personalized
Invitations and Greetings - In 5 Minutes or Less!
EmailMerge
Pro for Outlook allows you to accomplish this daunting task with a few
simple clicks of the mouse. Once you have installed EmailMerge Pro for Outlook, all
you need to do is ...
Step 1: Create Your E-mail
Use Outlook to create a New E-mail. When the new e-mail is
opened, you will see a toolbar for EmailMerge Pro as below:
Type the email message that you want to send to
various contacts.
Insert "m-Fields" in your email where you want names etc to
appear. "m-Fields" are placeholders for where the Contact's real
information will be inserted by the wizard.
Step 2: Let EmailMerge Pro take your one e-mail and create
personalized copies for your list of friends.
EmailMerge will take the e-mail you created and e-mail personalized
copies to your chosen friends with a simple Wizard.
What do YOU have
to do?
Run the Email Merge Wizard.
That's it!
The steps are
shown in more detail (with pictures of the EmailMerge screens) below.
Introduction
Just Click Next on this first screen.
This first screen
tells you what EmailMerge Pro for Outlook allows you to do.
Select your Contacts Source
This step allows you to choose your contacts source.
EmailMerge provides you with 7 choices from where you can select
your contacts from.
Where are your Contacts?
Here you can select specific
Folders/Lists/Sheets/Tables from where you want to load the
contacts from. Depending on your choice in the previous step,
the screen shown below will change.
To apply advanced filter on the contacts being loaded, click
on the Filter Contacts link. You can specify your filter
criteria on the following screen that
appears: 
Who do you want to send this e-mail to? A list of all your
contacts will be shown in the list on the left. Use the screen to
quickly pick the people you want to send the e-mail to.
To select a person, simply double-click his name to move him from the
list on the left to the list on the right. You can even use
Categories to select your contacts. Once you have selected
all the people you want to send the e-mail to (their names will
be in the right-hand list), click Next 
Do you want to save this list of contacts to use again?
The Wizard can save a list of your chosen Contacts as a
category. Then the next time you want to send an e-mail to
the same list of people, you can choose the Category instead of
needing to select each contact individually. 
What if some contact information is missing?
When creating your e-mail to do the merge, you may have
inserted several fields. Now what if the contacts that you have
selected may not have the required information in these fields.
Or you may want to have some special CASE being applied while
replacing the field values. You can use this step to specify
this.
What would you like to do?
On this step, you can specify how you
want to create the e-mails? Whether you want to personalize them or not?
Whether you want to create the e-mail and save them in Outbox (ready for
sending) or save them in your Drafts folder (where you can view/edit
them later before sending).
When and how do you want to send your e-mails?
On this step, your can configure the Sending options for the merged
e-mails.
Click on the link after "When do you want to send e-mails:"
to open the Schedule Send window. Here you can specify
when you want the e-mails to be sent out.
Click on the link after "How do you want to send e-mails:"
to open the Sending Rule window.
Many ISPs place restrictions on the number of e-mails that
you can send out within a specified time period. Using the
settings on this window, you can tell Outlook to delay send your
e-mails in small batches.
Who is the sender of the e-mails?
You may have many e-mail Accounts linked to your Outlook but
you may prefer to send out the merged e-mails via a specific
Account. EmailMerge provides you with this setting ready to be
used on the last step of the Wizard.
Click Finish to let the
wizard complete.
After you have successfully completed, you will see that separate emails for each
of the recipients that you selected have been created in your Outbox or
Drafts folder. These emails contain the message that you typed in
together with the "m-Fields" being replaced by the actual details of each of the separate recipients.
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