Email Merge with Customized Subject Lines

By: standss , Sep 3rd, 2019

User Question: I am wondering if the Email Merge Pro for Outlook software allows for me to customize the subject line of the mail merge emails.

Answer: Yes (Very Easily). You can personalize the Subject, the Body and even add different attachments for each person.

Before we start (for those not familiar with mail merging)…

What is Email Merge?

Email Merge is a tool that is used by many businesses for sales and marketing emails. It helps you send information in a way that makes customers feel like that the email was written specifically for them (even though you are sending the same email to many people).

The advantage of doing this from inside Outlook is that the person knows that the email has come from you and not from a bulk-online-emailer.

Email Merge is the process of sending the same email to many people BUT… It is NOT the same as sending one email with many addresses stuffed in the To, CC and BCC fields on Outlook.

Instead each person receives their own personalised copy of the email, with only their email address in the To field. With the right tool, you can even customize the Subject, Body and attachments in the email for each recipient.

Email Merge for Outlook is an Outlook addon that installs inside Outlook. You use an easy step-by-step Wizard to send out personalized emails to as many contacts as you want. You can use contact lists from inside Outlook, Excel files, Access database or Salesforce.

Step-By-Step

You will need to download and install Email Merge Pro for Outlook in order to follow the steps below.

Click the EmailMerge button on the Outlook Ribbon. Click Create New Merge to start the EmailMerge Wizard.

Email Merge Ribbon

Follow the steps on the Wizard to select a contact source (you can use Outlook, Excel, CSV files, Access databases or Salesforce) and who you want to send the email to. The Wizard is extremely easy to use.

Continue through the Wizard until your reach the following screen:

Email Merge Preview Screen

Select Goto Email to Edit (as shown) and click Next. You will be taken to the email which you can now customize with any content you want.

Email Merge M-Filed Demo

Click on the Subject field (at the location where you want to insert an m-field). The m-Field is a tag or placeholder, which will be personalized with the recipient’s details later.

Click Insert m-Field on the Email Merge Pro section of the Outlook ribbon and select the field that you want to add. The field will automatically add to the Subject field as shown.

You can add additional fields to the Subject and the Body of the email.

Click Resume EmailMerge on the Email Merge Pro section of the Outlook ribbon to go back to the Wizard.

Follow the remaining steps of the Wizard to send out your email.

EmailMerge for Outlook is already used by thousands of businesses around the world to communicate with the customers and suppliers. Download a free trial by clicking on the image below.

SendGuard for Outlook

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