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Trying to mail merge an email to a mailing list and can't get it working via address book but okay if CSV file.

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  • Last reply by Toad-Hall

DarrenPTaylor
DarrenPTaylor
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I've downloaded the recommended Mail Merge add-on and I can get the mail merge variables to appear in my emails if I choose a .CSV file to mail merge with.

If I select 'Address Book' for the mail merge it doesn't send the email to all the recipients or show my variable data. I've tried so many variations and I'm just not getting anywhere. Any ideas?

Do I put the recipient 'mailing list' in bcc and then select file>mail merge, then the address book that the mailing list is within?

Would greatly appreciate some help...

Thanks

I've downloaded the recommended Mail Merge add-on and I can get the mail merge variables to appear in my emails if I choose a .CSV file to mail merge with. If I select 'Address Book' for the mail merge it doesn't send the email to all the recipients or show my variable data. I've tried so many variations and I'm just not getting anywhere. Any ideas? Do I put the recipient 'mailing list' in bcc and then select file>mail merge, then the address book that the mailing list is within? Would greatly appreciate some help... Thanks

All Replies (1)

Toad-Hall
Toad-Hall
  • Top 25 Contributor
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Open the template email. In Contacts Sidebar select the address book select the mailing list name click on 'Addto TO' Mailing List name will appear in TO field. (mail merge sends all emails as individual emails not one email to all, so you only use TO)

In the content where you want name, use the following for first and last names. {{FirstName}} {{LastName}} these will pick up whatever you have got entered in those fields for the contact in the Mailing List. If nothing appears then it is because either you mispelt the fields eg: {{LastName}} OR there is nothing entered in those fields for the contact.

I use the 'Send Later' option, this will put them into the Outbox so I can check they are accurate prior to sending.