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.

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Presentation transcript:

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 Messages Option

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

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

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)

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)

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

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

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

Step 10 Click on Finish & Merge >> Send Messages

Step 11 Merge to . – Select , Add subject Line and keep HTML mail format.

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