The Ultimate Guide to Email Marketing using Microsoft Outlook in 2024

By: Standss Contributor , Oct 11th, 2022

Email marketing is a great way to inform customers on your mailing list about your products, services, announcements, and other services.

Email marketing plays an essential role in your overall marketing strategy with brand awareness, lead generation, and building meaningful customer relationships.

Microsoft Outlook is the one of the most used email clients by businesses and with over 4.2 billion people, email is the king of marketing channels.

If you’re not interested in using email marketing tools like ConvertKit or MailChimp, you’ll be glad to learn that you can transform Microsoft Outlook into a powerful and robust marketing tool using an Outlook add-in called EmailMerge.

In this article, we’ll show you how you can transform Microsoft Outlook into a powerful email marketing platform.

1. Get EmailMerge for Outlook

Sending large emails to a number of contacts can become an overwhelming task if you don’t have the right tools at your disposal. You should use EmailMerge for Outlook because of its powerful features that allow you to do mass email marketing, segment your lists and schedule your merges as well.

EmailMerge has everything you need to do email marketing within Outlook. With EmailMerge you can extend the mail merging capabilities in Microsoft Outlook by allowing you to personalize mass mailing easily and efficiently by providing a unique set of features.

2. Manage your Lists using List Manager

Email segmentation ensures that the right email goes to the right people. With email segmentation or list segmentation, you can break down your email recipients into smaller, targeted groups.

In EmailMerge you can segment your Outlook contacts or Excel mailing lists quickly and easily. One of the biggest benefits of email segmentation is personalization- if you get your segments right your recipients will receive relevant information they want to see.


Segmenting your lists:

  • Increase open rates
  • Increase click-through rates
  • Increase conversion rates
  • Lower Opt-out or unsubscribe rate

With a simple yet robust email marketing software like EmailMerge you can start targeting your audience with list segmentation strategies based on personal interests, geographic data, and email engagement behavior.

3. Personalize your Emails

Personalized emails get more opens, more clicks, and more business.

The two main ways you can personalize your email are through list segmentation and through the merge fields.

We already talked about list segmentation, let’s talk about you can customize your emails using merge fields.

You can easily personalize your emails by your sender’s first or last name you can mail merge with personalized email subjects and send out unique attachments to each recipient using EmailMerge.

The best thing about EmailMerge is that it is built and optimized for Microsoft Outlook. Your email campaigns are sent from your personal account, so they don’t land in spam filters.

As you can see, I have personalized my email by:

  • Customizing the subject line
  • Including the recipient’s first name
  • Including the recipient’s company name
  • Including a personal note
  • Inserting an unsubscribe link (discussed below)

4. Ensure Compliance with Anti- SPAM Legislations

In EmailMerge you can easily insert an unsubscribe link to the mail merges you send to ensure compliance with laws like the CAN-SPAM Act, Canada’s CASL (Canadian Anti-Spam Legislation) and GDPR (General Data Protection Legislation).

It is a legal requirement to include an unsubscribe link in your email as you should give people the freedom to opt-out from your mailing list when they want to.

5. Schedule your Marketing Emails

The scheduling feature in EmailMerge allows you to pause, reschedule or cancel merges easily and quickly.

The scheduler runs in the background processing your merges and you can use Outlook and your Outbox for normal emails.

The scheduler can also automatically shut down your computer once your merges are complete. So, if you have to run a big merge at the end of the day or in the middle of the night you can rest assured that your computer will shut down by itself after the merges are complete.

However, keep in mind that other applications should be closed and only Outlook should be running.

6. Track your Campaign Performance (Opens and Clicks)

Receive an email notification whenever someone opens or clicks on a merge you have sent out.

Get instant notification as to who opened or clicked on the email, when, where and how (what device they used).

Tracking is included in EmailMerge Pro edition and EmailMerge Pro + Salesforce Edition.

Key Takeaways

EmailMerge for Outlook provides a great way for you to get started with email campaigns directly within Microsoft Outlook without having to invest in an expensive email marketing application.

The biggest benefit of using EmailMerge is that you write your emails directly in the environment you know, hence, you don’t have to learn how to use a complex email marketing tool.

If you want to get started with email marketing using only Microsoft Outlook, EmailMerge is the right tool for you.

EmailMerge for Outlook

Image Credit:

Image by marymarkevich on Freepik

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