Sending Targeted Emails Using DiscoverOrg. The benefits of mail merge. With Ian Seniff Senior Account Manager DiscoverOrg. What is a Mail Merge? .
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The benefits of mail merge
Pull your List from DiscoverOrg. Include all the columns needed for your merge fields then click “Ok”
Write your email in Word keeping in mind where you will be putting your merge fields. Type the merge field names in CAPS to make sure you see them.
Select Mailings from the tabs at the top
Select Start Mail Merge and select E-mail Messages from the drop-down menu
Click Select Recipients and then select Use Existing list… from the drop-down. This will prompt you to upload a document from your computer. Use the Excel spreadsheet you downloaded from DiscoverOrg.
Once the EXL is uploaded, begin to insert your merge fields where you indicated with CAPS in Step Two. Continue doing this until you are finished filling in your merge fields.
Once you are finished adding merge fields your E-mail should look like this.
Preview your results!
If the preview is free of error just click Finish & Merge, enter your subject line and send your Emails!