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Use EmailMerge for Outlook to send Personalized Emails to your Recipients

With EmailMerge you can easily create personalized emails and send them at your convenience by using an easy-to-use wizard which will take you step-by-step through the entire merge process.

EmailMerge Ribbon
Outlook 0365/2019/2016

Below are some easy steps on how to EmailMerge. Click on the EmailMerge button on the ribbon/toolbar(shown above) to reveal the EmailMerge Menu screen. Select Create a new merge option.


Step 1: Which Email do you want to Send to Your List?

You can choose whether to start your EmailMerge process with a Blank email or select an Email template (pre-set email) you created.

which email do you want to send to your list

Select your email and Click Next.

Step 2: Locate your Contact Source

EmailMerge provides you with the option to select your contacts from Outlook or either import them from external data sources.

choose where your contact infor is stored

Select your contact source and Click Next.

Step 3: Where are your Contacts?

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 following screen will change.

choose contact folder(s)

Select your contacts Folders/Lists/Sheets/Tables and Click Next.

Step 4: Select your Contacts

Select (tick) the people to whom you want to send this email to.

select people

Click Next.

Step 5: Confirm Your Mailing List

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.

View list of recipients

Click Next.

Step 6: What if some Contact information is missing?

Here you can define rules on how EmailMerge should handle missing contact fields.

replace fields

Click Next.

Step 7: Preview Your Emails

You can create/edit and preview your merged emails before proceeding with the merge

preview emailmerge email

Once your email is ready, Click Next.

Step 8: Create and Send Emails

Here you can choose the Email Account from which you want to send 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.

choose how you like to send email

Click Finish.

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