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Mail Merge Toolkit   - User Guide and FAQ

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How to use Mail Merge Toolkit

  1. The To field must contain name of the data source field with recipient e-mail addresses. Choose the appropriate field in the drop-down menu. In our example, the name of the data source field with recipient e-mail addresses is "email".

  2. Enter the text to be contained in each message subject in the Subject field. Note that you can insert changeable data fields. For example, the field may contain a string like Dear Mr./Mrs. Smith! To do that, enter the greeting and place the cursor into the position where the name is to appear, then click the button near the input string. You will see the dialogue box where you are to choose the data field with recipient names. In the position where the cursor is, the keyword FIELD and the data field name in quotes. Such expressions will be replaced with data field values when sending a message. In our example the expression FIELD"Firstname" will be replaced with the value of the Firstname data field which contains first or second names of message recipients.

  3. If necessary, you can enter the path to the file (or several files) to be attached to each message into the Attach file field.

  4. Choose the desired message format in the Format field.

  5. In the Send entries section, you are to specify entries in the recipient list messages are to be sent to.

  6. The checkbox Save copies of messages in Sent Items folder specifies whether to save sent items to Sent Items folder. (only for messages from Mail Merge Toolkit)


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