Mail merge
From Wikanual
Contents |
Purpose
You can easily send email to people out of your address book or to past recipients in INTERDUBS.
If you like to send out a mailing to a broader audience then you can do this as well.
Create a reel / login
You need to set up a reel or login that you would like to send to those people.
Select the mass mailing function
As a rep user you go to
your reels
and click on the
details
button. You will find the
mailing
function in the top menu.
As a non-rep admin you select
edit login
and select the mail merge icon. All subsequent steps are the same.
Mail merge file
Your mass mailing will be driven by a text file. It is very simple and can be easily created via many programs like Word, Excel etc. We are also more than happy to help you with this initial step.
INTERDUBS support two modes of emails:
email only
If you create a text file with one email per line then INTERDUBS use this as the control for the mailing process.
An example of such a text file would be:
[email protected] [email protected] [email protected]
This file would create 3 emails. One for each line.
first name and email
If you like to greet every mail recipient by their first name then you can do this as well. In order to do this add the first name before the email address. Like in this example:
Andy [email protected] Andreas [email protected] support team [email protected]
Make sure to set the check box
[ ] First name precedes each email address
before you upload the file.
Test run
INTERDUBS will go through the file next and see which addresses and first names it would find. You can see at this point if the mailing file worked as you intended it etc.
If you like to proceed then click on
proceed to the next step ...
otherwise click simply on
cancel this mailing ...
and upload a different file.
The email text
The next and final step is the actual email text itself.
Depending on the previous setting you can now enter a place holder
FIRSTNAME
where you like to see the first name of your contact from the text file.
Mailing
The next screen will show you the mailing in progress. The mails that will get generated will be queued in the INTERDUBS mail system. If you like to see when the last email has been sent then you could add yourself as the last email in the text file.
Not mailing everything at once ensures optimal delivery. This only one of many things that INTERDUBS to make sure that your email reaches its recipients.
Preparing mailing file in Excel
If you have an email list in Microsoft Excel then you can create a mailing file with these steps:
Clean up unwanted columns
Remove columns that contain other information than the email or first name. If you have a column with the first name make sure it is the first one.
Save As text file
Use the
Save As ...
function to create the text file. Make sure to select the
Format: Tab Delimited Text (.txt)
before you save the mailing list to a new file.
This is all there is to it. We are happy to assist you with step.
