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💻Mail Merge

Send personalized email based on the organization chart or contact information saved in Outlook.

Utilizing Mail Merge

This feature allows you to send the same email to multiple recipients individually, with each email personalized to include the recipient’s organization name, department, name, and job title information.

  • Launch Outlook.

  • Click the address book section located on the Outlook home menu.

  • Click on the "New Contact" icon to update your contact information.

Macro sending feature retrieves values from Outlook contact information. To ensure that the values inserted into the email are accurate, please update your contact list information in Outlook.

Outlook Contact Value
totle Macro Value

Last (G)

m_lastname: Last name of the recipient

First (M)

m_firstname: First name of the recipient

Company

m_company: Company name of the recipient

Department

m_department: Department of the recipient

Job Title

m_jobtitle: Job title of the recipient

File As

m_name: Full name of the recipient

Email

m_email: Email address of the recipient

  • Click on New Email.

  • Click on the "Mail Merge" icon.

Mail Merge feature can be used with Separate Sending feature. When you click on macro sending, separate sending feature is automatically activated.

  • When mail merge and separate sending are activated, the "Insert Macro" menu automatically appears on the right side of the macro sending icon.

  • Click on the "Insert Macro" dropdown menu, then select the macro value you want to insert into the email subject and body.

  • After inserting the macro value, click on "Send" and a macro sending confirmation popup will appear.

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