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 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. All you need to do is compose and save the email once and you can re-use it as many times as possible in your mailing.

You can use the Template Manager to:

1. Create A New Email Template
2. Edit any existing Templates
3. Remove templates

To Open Template Manager:

1. In Outlook go to your Inbox, click on the little arrow beside the EmailMerge button on the Toolbar/Ribbon.
2. Select Template Manager. The application will open the following screen

1. Create a New Email Template

1. Click Add button. A new blank email will be opened.


2. Compose your email using any Outlook function for the email message, just like when you create a regular Outlook email.


3. Insert m-Fields to the email by placing the cursor in the appropriate place, click on the Insert m-Field drop-down of the EmailMerge toolbar/ribbon (If you want to personalize the email)


4. Enter a relevant Subject for the Email (Your Subject will help you identify this template amongst others on the Template Manager screen)


5. Click Save Template on the EmailMerge toolbar/ribbon.

The template will be added to the list of templates in the Template Manager screen. The new templates will now be available for use from the EmailMerge Wizard.

2. Edit Existing Templates

1. Select the template and click Edit button


2. Make the required changes to the email


3. Click Save Template on the EmailMerge toolbar/ribbon.

3. Remove Templates

1. Select the Template you want to remove


2. Click Delete and the application will display a prompt to confirm the removal of the indicated Template


3. Select Yes to remove the template from the list.