The benefits of mail merge SENDING TARGETED EMAILS USING DISCOVERORG With Ian Seniff Senior Account Manager DiscoverOrg.

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Presentation transcript:

The benefits of mail merge SENDING TARGETED S USING DISCOVERORG With Ian Seniff Senior Account Manager DiscoverOrg

 A mail merge is when you create a set of documents that are essentially the same but where each document contains unique elements. For example, in an that is sent to prospects, your company logo and the text about the product will appear in each , and the address and greeting line will be different in each .  A mail merge allows you to send numerous personalized s in a very short period of time. WHAT IS A MAIL MERGE?

 Saves time while maintaining quality.  s that appear Professional and Friendly  s that do not portray mass mailings, which are usually interpreted as Junk Mail and are ignored by most people.  Each person on your list receives a customized that includes their name, address, company, title, date, and any other related information pulled from DiscoverOrg.  Increase the sincerity of your s. MAIL MERGE BENEFITS

STEP ONE Pull your List from DiscoverOrg. Include all the columns needed for your merge fields then click “Ok”

STEP TWO Write your in Word keeping in mind where you will be putting your merge fields. Type the merge field names in CAPS to make sure you see them.

STEP THREE Select Mailings from the tabs at the top STEP FOUR Select Start Mail Merge and select Messages from the drop-down menu

STEP FIVE Click Select Recipients and then select Use Existing list… from the drop-down. This will prompt you to upload a document from your computer. Use the Excel spreadsheet you downloaded from DiscoverOrg. STEP SIX Once the EXL is uploaded, begin to insert your merge fields where you indicated with CAPS in Step Two. Continue doing this until you are finished filling in your merge fields.

STEP SIX CONTINUED Once you are finished adding merge fields your should look like this.

STEP SEVEN Preview your results!

STEP EIGHT If the preview is free of error just click Finish & Merge, enter your subject line and send your s!

QUESTIONS?