Find in site
Office OneNote Gem Add-Ins
  • Home
  • Addins
    • AddIns Internal (Windows10,8,7) >
      • Bridge for EndNote and OneNote
      • Gem for OneNote >
        • OneNote Gem - Excel Editor
        • Translate Gem for OneNote
      • Mind Map for OneNote
      • OneNote Gem - Favorites >
        • OneNote Gem - Keyword Tags
        • OneNote Mind Map
    • Web and Link AddIns (Windows) >
      • Anchor to OneNote >
        • Anchor to OneNote for Acrobat >
          • Anchor to OneNote for Adobe Acrobat Reader
          • Anchor to OneNote for Adobe Acrobat Reader DC
        • Anchor to OneNote for Chrome
        • Anchor to OneNote for Firefox
        • Anchor to OneNote for Access
        • Anchor to OneNote for Excel
        • Anchor to OneNote for Opera
        • Anchor to OneNote for PowerPoint
        • Anchor to OneNote for Outlook
        • Anchor to OneNote for Project
        • Anchor to OneNote for Publisher
        • Anchor to OneNote for Visio
        • Anchor to OneNote for Word
      • Anchor to OneNote for PDF
      • Bring to OneNote >
        • Bring to OneNote for Acrobat
        • Bring to OneNote for Firefox
        • Bring to OneNote for Thunderbird
        • Bring to OneNote for Chrome >
          • Install Bring to OneNote for Chrome
        • Bring to OneNote for Opera
        • Bring to OneNote for Internet Explorer
        • Bring to OneNote for Safari
        • Bring to OneNote for Windows Explorer
        • Bring to OneNote for Word
        • Bring to OneNote for Excel
        • Bring to OneNote for PowerPoint
        • Bring to OneNote for Visio
        • Register Bring to OneNote
      • Bring to Mac OneNote
      • Favorite to OneNote >
        • Favorite to OneNote for Chrome >
          • Install Favorite to OneNote for Chrome
        • Favorite to OneNote for Firefox
        • Favorite to OneNote for Internet Explorer
        • Favorite to OneNote for Opera
        • Favorite to OneNote for Windows Explorer
        • Image to OneNote
      • Row to OneNote >
        • Row to OneNote for Access
        • Row to OneNote for Excel
        • Row to OneNote for Project
    • Mind Map AddIns (Windows10,8,7) >
      • Mind Map for OneNote
      • OneMind for Office OneNote
      • OneNote Gem - Favorites
      • Pons for MindManager and OneNote
      • Pons for Visio and OneNote
    • AddOns External (Windows10,8,7) >
      • Auto OneNote
      • OneNote Batch >
        • OneNote Batch Command Lines
        • Google Keep Importer
        • Register OneNote Batch
      • OneNote Reminder
      • OneNote Search Bar
      • Fix One
    • Markdown AddIns (Windows) >
      • One Markdown
      • Gem for OneNote
    • Mac OneNote AddIns (MACOS) >
      • Gem Menu for Mac OneNote
      • OneMind for Mac OneNote
      • Bring to Mac OneNote >
        • Bring to OneNote for Mac Safari
        • Bring to OneNote for Mac Chrome
        • Bring to OneNote for Mac Firefox
    • UWP OneNote AddIns (Windows 10) >
      • Gem Menu for OneNote UWP
      • OneMind for OneNote UWP
      • OneReader
    • Cross-Platform AddIns >
      • OneMind for OneNote >
        • OneMind for Mac OneNote
        • OneMind for Windows Office OneNote 2016, 2013, 2010
        • OneMind for Windows OneNote
      • CiteBoard for OneNote
  • Download
  • Buy
  • Documents
    • Document
    • FAQs
    • Markdown
    • Formula for OneNote Table
    • Mind Map AddIns
    • Evernote Documents
    • OneNote Download
    • Release
  • Support
  • Templates
    • OneNote Templates
    • Gem Menu Templates
  • ⭐ WordNote

Addin for Mac OneNote



Read More

How to use Mail Merge from a .csv file to do Mass Mailings in OneNote?

4/19/2016

0 Comments

 
Gem for OneNote v32 begin to support use mail merge from a .csv file to do mass mailings in OneNote.

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:
  1. Header row with field names. 
    The field names must same as OneNote template page field name. Gem will replace value according the field name.
  2. Email Address Column.
    Every row ( record ) must include an email address. Gem will send to this email address after merge mail.
Create a .CSV File in Excel
Create a .CSV File in Excel
Create a Template Page in OneNote

The second step, we create a template page for merge mail in OneNote.
The template page can do these:

Page Title
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>>.

Page Content
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.
Create a Template Page in OneNote
Create a Template Page in OneNote
Mass Merge Mails and Send using Gem for OneNote
  1. In "Gem for OneNote", click "Cooperation" tab -> "Outlook" group -> "Mass" feature.
  2. In pop up mass Email window, in "From" list box, choose an Outlook account as sender.
  3. In "CSV File" box, click "Folder" icon to select "Contacts.csv" from desktop.
  4. 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.
​
Mass Merge Mails and Send using Gem for OneNote
Mass Merge Mails and Send using Gem for OneNote
Preview the Merge Mail

    5. You can click "Preview" button to preview the merge mail in Outlook before send.
Preview the Merge Mail
Preview the Merge Mail
Mass Send Emails in Outlook

   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.
Mass Send Emails in Outlook
Mass Send Emails in Outlook
0 Comments



Leave a Reply.

    RSS Feed

    Table of Contents

    Document Table of Contents
    ​OneNote FAQs

    Categories

    All
    Anchor To Onenote
    Auto OneNote
    Bring To Onenote
    Bring To Onenote Tips
    Browser Addons
    CiteBoard
    Favorite To Onenote
    Fix One
    Mac Gem Menu
    Mind Map For OneNote
    Notegem Monitor
    Office Tips
    One Markdown
    OneMind
    Onenote
    Onenote Batch
    Onenote Batch Tip
    Onenote Favorites
    Onenote Favorites Help
    Onenote Gem
    Onenote Gem Tips
    OneNote Reminder
    Pons For MindManager
    Pons For Visio
    Row To Onenote
    Search Bar
    Send To Onenote
    UWP Gem Menu

Command Line 
OneNote Tag Tree
Mind Map Tool

MindMap Add-Ins Comparison
One Markdown Syntax
OneNote Table Formula
OneNote Gantt

Repair OneNote
Add-Ins Documents
OneNote FAQs
OneNote Download
Release


View and Commert PDF in OneNote

MOBILE SITE
Copyright © 2011-2020 Digital GemSoft Ltd. OneNoteGem.com All Rights Reserved.