Authenticate with your Microsoft 365 account when prompted.Click the "Test Email" button in the plugin to send a test email to yourself.You can also format the email as you wish, including adding signatures, images, etc.īefore sending out the mail merge, it's always a good idea to test it beforehand: For instance: Invoice for Flat " and any other custom content. Write your email subject and body, making sure to include your custom fields using the dropdown menu provided by the plugin. With your data and attachments prepared, it's time to write your email: Click on "Open" to add the files to the mail merge campaign.Select all the files using Ctrl+A or by selecting them with the mouse.Click on "Add Files" and navigate to the folder containing the files you want to attach.The plugin will look for the "Attachments" column in your spreadsheet and prompt you to upload the necessary files.Select the spreadsheet file you prepared earlier.In this case, we are using a prepared spreadsheet. Choose whether you'd like to use a spreadsheet or send a mail merge to people in your address book.Click on the Secure Mail Merge icon in the "New Email" window.With the plugin installed, you can start setting up your mail merge: The plugin is now installed and will appear when you click on "New Email." Using the Plugin to Send Your Mail Merge Switch over to Outlook, and follow these steps to install the Secure Mail Merge plugin: You can add multiple files to a single email by separating them with a semicolon, as shown in the example:
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