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
    

Sending Option

EmailMerge allows you to configure some Sending options.

All your merged emails will now be sent using the selected Account.

On the first step of the wizard, you get to decide between 3 Options on what needs to be done to the personalized emails which were created using Email Merge:

1. Send via Scheduler

Once you have selected this option it will add your merge to the EmailMerge Scheduler. The next screen will pop up giving you the message below:

Once you click OK it will take you to the next screen

On this screen you have the option to Pause,Resume,Delete the schedule merge OR you can select other option from the Settings option as shown on the next screen

On this window, you can specify when do you want to schedule this merge. Select the option:

As soon as possible- schedule to send the merge as soon as possible.

Schedule for: - You can select date and time and schedule the merge to send at that specific date and time that you have selected

Limit - This option will allow you to select the number of emails you want to send out and you can also select the minutes.For example 2 emails every 5 minutes as shown on the screen above

File sent emails to: - Select which folder you would like to file your sent emails to

Send using account: - The drop-down list in this option contains all the e-mail Accounts that are linked to your Outlook. You only have to select the appropriate Account from this drop-down list.

EmailMerge is also designed to allow you to send emails on behalf of another person in your company or organization (This option is only available to Microsoft Exchange users)

Click "Save" button to apply the option selected or"Cancel" to return to the previous screen

2. Send via Outbox

Using this option, all your merged emails will be placed in the Outbox at once and then be sent out. If you have configured any sending options in the next step of the wizard, your merged emails will be sent out accordingly from the Outbox.

Once an email is sent, it will be moved to the folder which you have specified below.

3. Save to Drafts

Instead of sending out emails directly, EmailMerge can create personalized emails and then save them to the Drafts folder. You can then:

1. Check all or selected emails to ensure that the personalized emails are to your expectations
2. Modify any of the emails with additional information.
3. Finally, you can select all the emails you want to send from the Drafts folder and have EmailMerge send them out for you in one step (you do not need to send them out one at a time)

For Instructions on how to save emails to your Drafts folder
and sending them later once you have verified click here

You may have many E-mail Accounts linked to your Microsoft Outlook but you may prefer to send out the merged e-mails via a specific Account. EmailMerge lets you choose the sending account on the last step of the Wizard.

The drop-down list in the Send from: option contains all the e-mail Accounts that are linked to your Outlook. You only have to select the appropriate Account from this drop-down list.

EmailMerge is also designed to allow you to send emails on behalf of another person in your company or organization (This option is only available to Microsoft Exchange users)

To Send an Email Merge on Behalf of another Person:

1. Click on the Drop-Down list
2. Click "Send on Behalf of (Microsoft Outlook Users only)"
3. Enter the name of the Account or the Email Address that you want to use.

Click on the link after "Send When:" to open the Schedule Send window described below.

Schedule Send

On this window, you can specify when do you want to start sending the e-mails. Select the option:

1. "Now" - starts sending the e-mails as soon as the Wizard finishes.
2. "Later" - starts sending of the e-mails at the specified date and time.

Click "OK" button to apply the option selected or "Cancel" to return to the Wizard

Click on the link after "Send in batches:" to open the Sending Rule window described below.

Sending Rule

Many ISPs place restrictions on the number of e-mails that you can send out within a specified time period. Using the settings on this window, you can tell Microsoft® Outlook ® to delay send your e-mails in small batches. Select your appropriate option and click "OK" to apply the Sending Rule or "Cancel" to return to the Wizard.

Click on the link after "Save emails to:" to open the Where do you want to file the emails after they are sent? window described below.

Where do you want to file the emails after they are sent?

By default, all your sent emails are saved in the Outlook Sent Items folder, however you can also save the merged emails in a different folder, For example a special Newsletter, Events, or Project Folder. This is easy using Email Merge for Outlook, here’s how you can save your sent emails to a different folder:

1. Click on “Sent Items”.
2. Select a different folder that you want to save your sent emails to and click OK

Merge Tracking:

1. Select Track Opens and Clicks using EmailCaddie.com to track your merge campaigns. (Available ONLY in PRO VERSION)
2. Add New Merge OR
3. Add to existing merge and select existing merge from the drop down
4. Click Finish