Contents


1. Getting Started
   

2. System Requirements
   

3. Configuring Settings
   

• EmailMerge Setting
  

• Advanced
  

• Merge Tracking
  

• SalesForce
  

4. EmailMerge Toolbars
   

5. EmailMerge Wizard
   

   • Which Email do you want to Send to Your List?
     

   • Locate your Contact Source
     

   • Where are your Contacts?
     

   • Who do you want to send this e-mail to?
     

   • Confirm Your Mailing List
     

   • What if some Contact information is missing?
     

   • Preview Your Emails
     

   • When and how do you want to send your emails?
     

   • Create and Send Emails
     

6. EmailMerge Scheduler
   

7. Do Not Send list
   

8. Template Manager
   

9. Insert HTML
   

10. Send Emails to Draft
    

11. Load Contacts From An External Source
    

12. BCC to SalesForce
    

Where can you find your BCC to Salesforce email address?

EmailCaddie lets you add a copy of the emails you sent out into Salesforce. This is useful whenever you need to have a copy of the correspondence(s) you send out for future references. You can find your Salesforce BCC address from the following:

• Login to your Salesforce login
• Find your name in the upper right corner
• Click on this, and find My Settings




• After you’ve clicked, click on Email on the far left side of the menu



• Click on the Email button and it will expand



• Once you click on this, your unique BCC email address will displayed




• Just copy and paste this email address into the following screen for EmailMerge





If the following instructions or the information in this knowledgebase did not help, please contact our support team at support@standss.com.