12 steps for Mail Merge Setup

Mpact Magic

Step 1

• Open Your MS Outlook program and put it an offline mode.

• Go to Main Menu >> File >> Work Offline

Step 2• Open MS Word. Click on Mailings Tab >>

Start Mail Merge >> Select Email Messages Option

Step 4• Copy and paste the document content

in the document which you had created in Step 3

Step 5• Select the database file (CSV file). In our

case, select CSV file which is being exported from Places Scout

Step 6• Click OK when you see this dialog box

confirming the data fields structure. Make sure Field delimited is set as “comma (,) sign” and Record delimiter as (enter)

Step 6• Click OK when you see this dialog box

confirming the data fields structure. Make sure Field delimited is set as “comma (,) sign” and Record delimiter as (enter)

Step 7• Click on Insert merge field and insert fields as

necessary in the provided letter template.

Step 8• Click on Insert merge field and insert fields as

necessary in the provided letter template.

Step 9• Click on Highlight Merge Fields and Preview

Results button pressed so that you can check email letters before sending it out.

Step 10• Click on Finish & Merge >> Send E-mail

Messages

Step 11• Merge to E-mail.– Select Email, Add subject Line and keep HTML mail

format.

Step 12• Go to your MS Outlook >> Outbox

(remember your Outlook is in Offline mode so emails won’t go out yet)

• Format each email as how you need.• Make Outlook Online – File >> Work Offline

remove the tick• Click on Send / Receive – All emails will be

sent.