User Question: Hi, is it possible to merge personalized links using Email Merge Pro, so if the email says “Please click here” I can link to a different link for each person?
Solution: Yes (Very Easily) by simply following the instructions below:
Create a contact (and attachment list) using Excel
You will need to create a list in Excel. This will be a list of the people that you want to send the email to, along with the address (URL) of the web page you want to send person to.
Start a new spreadsheet in Microsoft Excel.
Select “Blank workbook”
The first row of the spreadsheet should have the names of the fields as shown.
You must have a field with the email address.
Create a field/column in which you can enter the web page address (URL) that you want to send to that person. In the example above I have called that column Links.
You can add additional columns/fields to the spreadsheet if you want.
Save the spreadsheet and close Excel.
Click on EmailMerge in the Outlook Ribbon
Click on “Create a new Merge”
You can choose whether to start your email merge process with a Blank email (see Step 2) or select an Email template (pre-set email) you created.
Select “Start with Blank email’ and Click Next.
You will edit this email later.
Select Excel file from the list and then click the button shown in the image to choose the Excel file that you created for your list earlier.
Select the sheet from the screen and click Next.
Click on Add Item as shown in the screen shot below:
A small Screen will appear as shown in the picture below:
Click Update and Click Next.
Ensure that you tick the “Goto Email to Edit” Button and Click Next
On this screen:
- Type out your email and select “Insert m-Field” where needed (see above for example)
Once done Click Send to go back to EmailMerge.
You can preview your emails on this screen. The preview shows who the email is going to, the personalized Links.
Once your email is ready, Click Next.
Here you can configure some sending options and choose the Email Account to send the emails from
Select whether you want the email to be sent out immediately or sent out later (saved in the drafts folder).
Click Finish to let the wizard complete.
And that’s it…. thousands of users use EmailMerge for Outlook everyday to send out their sales and marketing emails. If you are not a user yet, you can download a fully functional 30 day trial version to test it for yourself.