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
    

Once you have downloaded and installed the addon, go to the Settings screen.

1. Open Outlook.


2. Click on the Standss Outlook Addins tab on the ribbon.


3. Click on More in EmailMerge group and then click Settings to open the Settings screen.


4. Make any changes that you need on the various tabs of the Settings screen.


5. Click OK to save settings.
   
   

EmailMerge Setting Tab

Advanced Tab

The screen below shows how you will be able to Reload Default Templates if you lose your default templates in EmailMerge

1. Open Outlook.


2. Click on the Standss Outlook Addins tab on the ribbon.


3. Click on More in EmailMerge group and then click Settings to open the Settings screen.


4. Click on Reload Default Templates


5. Click OK to save settings.
   
   

Merge Tracking Tab:

If you are using EmailMerge with EmailCaddie(EmailTracking) then you can go to the EmailMerge Settings screen:

1. Select Merge Tracking Tab


2. Choose your preferred Setting


3. Click OK to save settings.
   
   

SalesForce Tab:

If you are using EmailMerge with SalesForce:

1. Go to Standss Setting screen
2. Select Salesforce Tab

Click here to know more about Salesforce