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12 steps for Mail Merge Setup

12 steps for Mail Merge Setup. Mpact Magic. Step 1. Open Your MS Outlook program and put it an offline mode. Go to Main Menu >> File >> Work Offline. Step 2. Open MS Word. Click on Mailings Tab >> Start Mail Merge >> Select Email Messages Option. Step 4.

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12 steps for Mail Merge Setup

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  1. 12 steps for Mail Merge Setup Mpact Magic

  2. Step 1 • Open Your MS Outlook program and put it an offline mode. • Go to Main Menu >> File >> Work Offline

  3. Step 2 • Open MS Word. Click on Mailings Tab >> Start Mail Merge >> Select Email Messages Option

  4. Step 4 • Copy and paste the document content in the document which you had created in Step 3

  5. Step 5 • Select the database file (CSV file). In our case, select CSV file which is being exported from Places Scout

  6. Step 6 • Click OK when you see this dialog box confirming the data fields structure. Make sure Field delimited is set as “comma (,) sign” and Record delimiter as (enter)

  7. Step 6 • Click OK when you see this dialog box confirming the data fields structure. Make sure Field delimited is set as “comma (,) sign” and Record delimiter as (enter)

  8. Step 7 • Click on Insert merge field and insert fields as necessary in the provided letter template.

  9. Step 8 • Click on Insert merge field and insert fields as necessary in the provided letter template.

  10. Step 9 • Click on Highlight Merge Fields and Preview Results button pressed so that you can check email letters before sending it out.

  11. Step 10 • Click on Finish & Merge >> Send E-mail Messages

  12. Step 11 • Merge to E-mail. • Select Email, Add subject Line and keep HTML mail format.

  13. Step 12 • Go to your MS Outlook >> Outbox (remember your Outlook is in Offline mode so emails won’t go out yet) • Format each email as how you need. • Make Outlook Online – File >> Work Offline remove the tick • Click on Send / Receive – All emails will be sent.

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