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.