If your external data source is not formatted as a CSV file, you can try opening it with Microsoft Excel and then export it as a Windows CSV file. If the CSV file includes a header line (naming each column), then please mark the checkbox called "Use the first line of the file to compose the field names of the other lines". The Source Import Wizard will start: when you are asked to select the source type, simply select to import from a CSV file, click on "Next" and then browse your local disk folders and select the CSV file to be imported. Start a new mail merge session by clicking on the "Start Session" button of the Easy Mail Merge - Outlook toolbar: Let's say the CSV file contains 600 lines (belonging to 600 customers) and 6 columns per line: Customer Name, Email Address, Company Name, Purchased Product, Number of Licenses, Postal Address. If you can't find such a function on the application interface, contact your application service provider to assist you on exporting the records to a Windows CSV file. If you keep your customer records within a e-commerce web service or as a part of a bigger CRM (or else) web solution, then it's likely that you can directly export the records from your database to a CSV file. Of course, you don't want to waste several hours or days to manually make & send the personalised email for each customer: Easy Mail Merge can do the work for you in minutes.īefore starting a new session of Easy Mail Merge, you need to have the source (as a CSV file or as Outlook Contacts) from which you will import the customers' details. If you wish to take advantage of it, simply go to our site at and click on the ordering page, then select product XYZ and enter the following discount coupon number: ABCD000-0. For a limited time, we offer you a special discount for upgrading to the latest version of product XYZ. You are receiving this email because you are a registered customer of product XYZ. James Smith purchased product XYZ, you want to send him an email with the discount coupon of XYZ: Sample scenario: you have a product line consisting of 6 products and you want to send an email to all your customers for upgrading to the latest versions of your products, with different discount coupon codes depending on the product they purchased.įor example, if Mr. ![]() Home > Outlook Email Software > Easy Mail Merge > Mail Merge ExampleĮasy Mail Merge for Outlook Using mail merge to personalise & send a discounted offer by email ![]() Mail Merge Example: Personalizing a Discounted Offer
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