Place your cursor somewhere in the document, before the first bookmark you just created. Repeat this, using the same name, in every place where you want the response to the Ask field to appear in the document. In the merge document, press Ctrl+F9 and then type a name to create a bookmark. The only thing you'll have to type is the meeting date, and you'll type it just once. Your data source doesn't store the meeting dates, and the meeting date appears more than once in the invitation.īy placing bookmarks in your document and including an Ask field, you can run the same merge for each meeting. As soon as you do this, you'll be asked to pick the account from which the mailing should be performed and confirm accepting the needed permissions.For example, you're sending out the same invitation for a quarterly meeting. Select this checkbox to save all the sent messages in the Sent Items folder in your Outlook.Ĭlick Send or Schedule to start the campaign. Or select Immediately to start mailing right after clicking the Send button. In this case, the button will change from Send to Schedule. You can set a date and time for the campaign to schedule it. If two or more files are going to be sent to the same recipient, enter the files names into the corresponding cell separating them from each other with a comma or a semicolon. Make sure the files names are listed in the attachments column of your mailing list. Select the folder where attachments intended for the recipients are stored.You can either select a template or paste your HTML-based message. Here you define the message body of the emails. Here are some important notes about the mailing list and detailed information on the process of importing. If needed, enter the email address for reply messages.Ĭlick this icon to import the mailing list. Type in the text your addressees will see in the Subject line of the email received. It will be displayed only in the Shared Email Templates UI. Then click the New Campaign button at the bottom of the add-in pane:Įnter a name for your campaign. To start creating a mail merge campaign, click Mail Merge: Some macros are not supported in templates for mail merge campaigns. Most probably, your message for the campaign will include merge fields-specific parts of email messages that are set up as variables with the help of the ~%MergeField macro.Ī mailing list is an Excel table that contains email addresses for the campaign and data for the merge fields. For the email message, you have three options: a simple template, a mail merge template, and your own HTML text. To create a mail merge campaign, you need to prepare text for the email message and a mailing list. The campaign email messages are sent from the Microsoft account you sign in to when finishing creating a campaign. This is done this way, so our mail merge service has access to your inbox only from the moment you finish creating a campaign to the second when the campaign messages have been sent. In order to protect your security, the add-in will ask you to sign in to your Microsoft account every time you finish creating a campaign and click the Schedule or Send button. Before creating a mail merge campaign, read the following notes:
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