Email Marketing TIPS using Microsoft Office (MS Excel, MS Word, MS Outlo...

Email Marketing TIPS using Microsoft Office Solution!

How to use Ms excel and Ms word to blast messages out using
Ms Outlook email!

In
this video we are going to create a simple mail merge for e-mail using
Microsoft Word and Microsoft Excel which will merge the records in Excel with
the message text in Word and send via Microsoft Outlook.  Microsoft Excel will hold our data so the
names of the people who we are going to e-mail, along with their information,
including their e-mail address and any other specific data you want to send in
an e-mail as tailored and customized to single person, that can be replicated
to send as a mail merge in e-mail, to a large number of contacts.

The
Microsoft Word document will act as our e-mail message itself, the text within
the e-mail and in this case, I’ve saved them both to the desktop to be easily
accessible here.   We’ll start by
creating the data.  We’re going to just
use two fields in this case, the person's first name and e-mail address.  In this example, we will use a few people's
first names and their e-mail address so we can see how this would look if it
were a larger e-mail mail merge.  I will
also format the field headings, just so they stand out a little better.

Now
I save the Excel file and move into Microsoft Word.  This is where I create my e-mail
message.  I paste the text from my e-mail
message in Word and make format the message, just as I would a normal e-mail in
Microsoft Outlook. I then save the document.

In
this case, there will be multiple recipients so I can remove the first name in
my message and replace it with the merge field for “First Name”.  I also want to say, “Thank you” at the end of
the message, followed by their first name.

If
you notice at the top menu bar, there’s an option called “Mailings”.  Click here and then select, ”Start Mail
Merge”.  In the drop down menu for “Start
Mail Merge”, select, “E-mail Messages”, to start the E-mail Mail Merge.  Then we go to select the option called,
“Select Recipients” and then, “Use an Existing List”, where we will locate our
Microsoft Excel Spreadsheet that I’ve placed on the desktop, containing or list
of contact merge data.  I select the
first sheet contained in the spreadsheet. 
As you can see there is just one sheet, but if there were multiple sheets,
you could access that here.

Now
I can either use of formal greeting line and there's a number of different ways
to format this, including the use of titles and what to insert in the case
where there is no merge data for a contact. 
In this case, I like to drop in a single merge field.  It’s pretty simple to do it this way.  I just place my curse after the greeting,
where I want the person’s first name to appear and select, “Insert Merge
Field”.  I then locate and select the
field, “First_Name”.  I place my cursor
after the, “Thank you,” at the end of the message and insert the “First_Name”
field again, under the, “Insert Merge Field” drop down menu item.

The
next thing is to review the data.  I
click, “Preview Results” to review the data that has been merged to the e-mail
form, so I can see the final output results. 
If you forward through each messages, you can see that Jim is the first
name that comes up.  If I continue forward,
you can see that the next e-mail message in the merge is addressed to Bob and
the one after that is to Jenny.  You can
skip forward to the very beginning of all the merged records or to the very end
of all your records to see the results, prior to sending.

Next,
you save the document.  The final step is
to run the merge.  Under the menu,
“Finish & Merge”, you hit, “Send E-mail Messages”.

This
is what connects the merge to Microsoft Outlook.  Word now confirms that it has the right field
for the e-mail address.  We then type a
subject in the subject line field.  You
can select all of the records, the current record, or a range of records that
you would like to send.  In this case, we
will just send all.

That’s
it.  You hit “Send” and it will now merge
and send an individual e-mail message out, to each of the records in your
contact list. Word does this by accessing and sending the messages through the
Microsoft Outlook desktop application.

We
hope this is helpful and happy e-mail using Office Solution!

Best
Regards,

Subscribe
to PCViz Channel:

https://bit.ly/3l2RzTe

#Email,
#Marketing, #Microsoft, #Office, #MSExcel, #MSWord, #MSOutlook, #mailmerge, #Solution,
#microsoft, #email, #Blast, #Office, #Excel, #Word, #outlook, #Management,
#solution, #processes, #competitive, #advantage, #PCViz, #Lifestyle,
#Innovation, #technology, #goods, #storing