![]() ![]() Then it will create another email for the next recipient (with their first name inserted) and on and on. Your software will then insert the relevant info into each mail merge field for each email message, mailing labels, or any other merge document.Īnd the software gets that info from your data file, often a spreadsheet (but sometimes a database or customer relationship management platform).įor instance, if you have a column in your Google Sheet data file called FName, anywhere your merge software sees the field in your email message it will insert the recipient’s first name. Your mail merge template is an email or document that uses specific merge tags or merge fields as placeholders for where your data will go. There are two documents that are essential to running a merge: A template file and a data source. ![]() Using mail merge also saves a ton of time over manually customizing anything, from emails to documents once you use it, you’ll wonder why you ever tried to do the process by hand. (After all, personalization and relevancy are essential for email success.) With mail merge, you can send personalized messages that are proven to get better engagement than generic mass emails. Mail merge is far better than CCing (or BCCing) a bunch of people on an email. Instead of typing a letter for each recipient, you can use a form letter to make quick, unique, personalized letters for each person.Įssentially, if there’s a document you need to personalize at scale, mail merges can take care of that for you. Note: A form letter is a template file used to create mass letters.
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