In this example, we need 3 Office software and 1 add-in to do mass mailings:
- Excel, we use Excel to create a .csv file, which include a header row with field name.
- Outlook, in this example, we use outlook to send emails.
- OneNote, we use OneNote to create a page as mail template.
- Gem for OneNote, it will merge mail with .csv file and OneNote template page, and do mass mailings through Outlook.
Create a .CSV File in Excel
The first step, we create a "Contacts.csv" file in Excel.
The .csv file must include 2 things:
- Header row with field names.
The field names must same as OneNote template page field name. Gem will replace value according the field name.
- Email Address Column.
Every row ( record ) must include an email address. Gem will send to this email address after merge mail.
The second step, we create a template page for merge mail in OneNote.
The template page can do these:
The page title will be used for mail subject.
You can insert some general fields (from Gem for OneNote) into page title.
The General Fields include:
<<Date>>, <<DateTime>>, <<UTCDateTime>>, <<TimeZone>>.
The page content will be used for mail body.
You can insert all general fields into page content.
You also can insert all fields from .CSV file into page content.
- In "Gem for OneNote", click "Cooperation" tab -> "Outlook" group -> "Mass" feature.
- In pop up mass Email window, in "From" list box, choose an Outlook account as sender.
- In "CSV File" box, click "Folder" icon to select "Contacts.csv" from desktop.
- In "Count", input 6, it mean that merge 6 mails after click "Mass Send" button.
Index: the first index for merge mails from .csv file.
5. You can click "Preview" button to preview the merge mail in Outlook before send.
6. After click "Mass Send" button, it will start merge mails with row of .csv file from index, and just generate "Count" number of mails, and put them into Outlook's "Outbox" folder.