With EmailMerge you can easily create personalized emails and send them at your convenience by using an easy-to-use wizard which will take you step-by-step through the entire merge process.
Below are some easy steps on how to EmailMerge. Click on the EmailMerge button on the ribbon/toolbar(shown above) to reveal the EmailMerge Menu screen. Select Create a new merge option.
You can choose whether to start your EmailMerge process with a Blank email or select an Email template (pre-set email) you created.
Select your email and Click Next.
EmailMerge provides you with the option to select your contacts from Outlook or either import them from external data sources.
Select your contact source and Click Next.
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 following screen will change.
Select your contacts Folders/Lists/Sheets/Tables and Click Next.
Select (tick) the people to whom you want to send this email to.
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.
Here you can define rules on how EmailMerge should handle missing contact fields.
You can create/edit and preview your merged emails before proceeding with the merge
Once your email is ready, Click Next.
Here you can choose the Email Account from which you want to send 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.
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