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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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Sending targeted emails using discoverorg
Sending Targeted Emails Using DiscoverOrg

The benefits of mail merge

  • With Ian Seniff

  • Senior Account Manager

  • DiscoverOrg

What is a mail merge
What is a Mail Merge?

  • A mail merge is when you create a set of documents that are essentially the same but where each document contains unique elements. For example, in an Email that is sent to prospects, your company logo and the text about the product will appear in each Email, and the address and greeting line will be different in each Email.

  • A mail merge allows you to send numerous personalized Emails in a very short period of time.

Mail merge benefits
Mail Merge Benefits

  • Saves time while maintaining quality.

  • Emails that appear Professional and Friendly

  • Emails that do not portray mass mailings, which are usually interpreted as Junk Mail and are ignored by most people.

  • Each person on your list receives a customized Email that includes their name, address, company, title, date, and any other related information pulled from DiscoverOrg.

  • Increase the sincerity of your Emails.

Step one
Step One

Pull your List from DiscoverOrg. Include all the columns needed for your merge fields then click “Ok”

Step two
Step Two

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.

Step three
Step Three

Select Mailings from the tabs at the top


Select Start Mail Merge and select E-mail Messages from the drop-down menu

Step five
Step Five

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.

Step SIX

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.

Step six continued
Step Six Continued

Once you are finished adding merge fields your E-mail should look like this.

Step seven
Step Seven

Preview your results!

Step eight
Step Eight

If the preview is free of error just click Finish & Merge, enter your subject line and send your Emails!