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:
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 7 choices from where you can select your contacts from both inside Outlook and external files.
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 below screen will change.
Select your contacts Folders/Lists/Sheets/Tables and Click NextNext
Select (tick) the people to whom you want to send this email.
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 for how to EmailMerge as Outlook handles 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 configure some sending options
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
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