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
    

The Insert HTML feature allows you to Insert HTML into your emails.

• Open Microsoft Outlook and Go to your Inbox
• Create a new e-mail
• Click on the body of the e-mail and place the cursor at the location you want to insert the m-Field
• Select Insert HTML from the drop down on the EmailMerge toolbar ribbon





You will see the screen below:




• Insert HTML at current cursor location/Replace Entire email body with the HTML
• Click on load HTML from File
• Select the file location




• Select the file name
• Click Open




• Click Insert




• If you agree click YES and the HTML will be inserted at the last known cursor position in the body of the email.