Head over to your "Sent Items" folder in Outlook to see all the emails sent by the plugin.Īnd that's it! You've now successfully sent a mail merge with individual attachments using Microsoft Outlook 365 and the Secure Mail Merge plugin.Monitor the progress as the emails are sent and the attachments are added.Click on "Start Sending Campaign" in the plugin.Check your inbox to verify that the first row of your spreadsheet is used to populate the email, and the attachments are properly included.įinally, when you're satisfied with your test email, you can proceed to send the mails:.Authenticate with your Microsoft 365 account when prompted.Click the "Test Email" button in the plugin to send a test email to yourself.You can also format the email as you wish, including adding signatures, images, etc.īefore sending out the mail merge, it's always a good idea to test it beforehand: For instance: Invoice for Flat " and any other custom content.Write your email subject and body, making sure to include your custom fields using the dropdown menu provided by the plugin. With your data and attachments prepared, it's time to write your email: Choose the options you want, and then select OK. Click on "Open" to add the files to the mail merge campaign.Select all the files using Ctrl+A or by selecting them with the mouse.Click on "Add Files" and navigate to the folder containing the files you want to attach.The plugin will look for the "Attachments" column in your spreadsheet and prompt you to upload the necessary files.Select the spreadsheet file you prepared earlier.In this case, we are using a prepared spreadsheet. Choose whether you'd like to use a spreadsheet or send a mail merge to people in your address book.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |