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
    

All the features of EmailMerge are available in its toolbar/ribbon. You can find the EmailMerge toolbar/ribbon in 2 ways:

1. Primary EmailMerge toolbar/ribbon located in the Main Outlook Window
2. Secondary EmailMerge toolbar/ribbon can be found in a New Composed Email's Screen

Primary EmailMerge Toolbar

The main EmailMerge Toolbar/Ribbon can be found on the Outlook main view as shown above.

When you click on the little arrow beside/below the EmailMerge Toolbar/Ribbon, the following menu will appear:

Here's what each option does:

1. Start Email Merge Wizard– This will start the Email Merge Wizard which will guide you through the email merge process.

2. Do Not Send List- The Do Not Send list allows you to maintain a list of email addresses to which Email Merge will NEVER send emails (even if they are in your mailing list)

3. Template Manager- Allows you to maintain a list of pre-set (structured) emails which can be used to save unnecessary time wasted in creating the same email each time you do an Email Merge to your Subscribers or Mailing list.

4. More – This provide you with more option such as:

1. Settings… - This options opens the settings for EmailMerge and allows you to make changes if required.
2. Check for Updates – you can use this to check if there are any updates/upgrades available for EmailMerge.
3. Buy EmailMerge for Outlook – Helps you buy EmailMerge immediately by taking you to the appropriate order page
4. Register EmailMerge for Outlook – Helps you activate EmailMerge using your registration details provided upon purchase of EmailMerge license.
5. Contact Support – This will create a new email pre-filled with relevant information regarding your system so that we can provide you with better and faster solutions
6. Help – This option will open the help manual for EmailMerge (which you are viewing currently)
7. About EmailMerge for Outlook – Displays a screen which provides information about the version of EmailMerge you are using and whether it’s a Registered or Evaluation copy. Also allows you to Activate/Deactivate EmailMerge.

Secondary EmailMerge Toolbar

This toolbar/ribbon appears on the New Email Compose screen.

The toolbar has 3 buttons which are:

1. Insert m-Field – has a list of fields which you can insert in the Subject and Body to create personalized copies of the email. This fields will be replaced with appropriate information after the email merge process.
2. EmailMerge Wizard- This will start the Email Merge Wizard which will guide you through the email merge process.
3. Help - This option will open the help manual for EmailMerge (which you are viewing currently)

*Note: If you start the Email Merge Wizard from the main Outlook view, the EmailMerge Wizard button on this toolbar will change to Resume Wizard