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Send Bulk Emails with Microsoft Word Mail Merge

Send bulk emails with Microsoft native tool.

Applies to

Warning
This feature is available in module Marketing (Basic).

eWay-CRM can help you to create a recipient list that can be used for sending personal emails with the help of Microsoft Word Mail Merge functionality.

  1. Click New on the eWay-CRM ribbon and select the Marketing Campaign.
  2. Add New Marketing Campaign

     

  3. In the new window specify the Name of the campaign and select a Type (Microsoft Word Mail Merge). Click Save.
  4. Microsoft Word Mail Merge

     

  5. To create a list of recipients, click the Create Marketing List button.
  6. Edit Marketing List

     

  7. Select a target group, create filter and click Apply. You may use the filter editor to choose just the data you want. To learn more click here.
  8. Filter Marketing List

     

  9. The list of recipients will appear. Click Add.
  10.  

  11. Click Send Bulk Email.
  12. Send Bulk Mail

     

  13. A new Microsoft Word document will open up and you will be able to create the email message. You can use the Insert Merge Field to add recipient’s unique information.
  14. Insert Merge Field

     

  15. You can use the button Preview Results using the corresponding button on the ribbon.
  16. Preview Results

     

  17. Once ready, click Finish & Merge > Send Email Messages.
  18. Send Email Messages

     

  19. Specify the Subject line and other settings if needed (e.g. in Mail format, you can set that file will be sent as an attachment) and hit the OK button.
  20. Set Subject Line

     

  21. Now, emails are created in the number of all recipients in the marketing list. These email are in Outbox and are sending one by one. If Outlook is closed, the sending is stopped.
Tip on more successful sending
If the number of emails you send is bigger than 500, you may want to specify the number of emails to be sent at once and the interval between mailings.
Tip for more information
To learn more about Microsoft Word Mail Merge functionality, check out the support article for MS Word 2003 and for MS Word 2007 and higher.

If you want to:

  • create professional personalized emails,
  • send attachments,
  • collect feedback and track responses,
  • send emails even if your Outlook is closed,
  • link your campaign with Google Analytics,
  • track unsubscribe reasons,
  • set up delayed sending,

check out the instructions here.

Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table