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Use Microsoft ® Outlook ® to Create Personalized Invitations and Greetings - In 5 Minutes or Less!

Send Your First Email Blast Using EmailMerge for Outlook’s Easy-to-Use Wizard

You only need to know how to click ONE Button. EmailMerge is very easy to use and will take you step-by-step through anything else that you need to do.

Below are some easy steps on how to EmailMerge. Click on the little arrow beside the EmailMerge button on the Toolbar/Ribbon in the Inbox:

EmailMerge Ribbon Outlook 0365/2019/2016/2013/2010
EmailMerge Ribbon Menu Outlook 2007
Step 1:

Which Email do you want to Send to Your List?

You can choose whether to start your EmailMerge process with a Blank email or select an Email template (pre-set email) you created.

which email do you want to send to your list

Select your email and Click Next

Step 2:

Locate your Contact Source

EmailMerge provides you with 7 choices from where you can select your contacts from both inside Outlook and external files.

choose where your contact infor is stored

Select your contact source and Click Next

Step 3:

Where are your Contacts?

This step allows you to select specific Folders/Lists/Sheets/Tables from where you want to load the contacts from. Depending on your choice in the previous step, the below screen will change.

choose contact folder(s)

Select your contacts Folders/Lists/Sheets/Tables and Click Next

Step 4:

Select your Contacts

Select (tick) the people to whom you want to send this email.

select people

Click Next

Step 5:

Confirm Your Mailing List

EmailMerge will display a list of all contacts you had selected to be added to your current sending list. You can verify and confirm your list here.

View list of recipients

Click Next

Step 6:

What if some Contact information is missing?

Here you can define rules for how to EmailMerge as Outlook handles missing contact fields.

replace fields

Click Next

Step 7:

Preview Your Emails

You can create/edit and preview your merged emails before proceeding with the merge

preview emailmerge email

Once your email is ready, Click Next

Step 8:

When and how do you want to send your emails?

Here you can configure some sending options

configure sending options

Click Next

Step 9:

Create and Send Emails

Here you can choose the Email Account to sent the emails from, select where the merged emails should be filed and/or save all your merged emails to the Drafts folder for further verification before sending emails

choose how you like to send email

Click Finish

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