How do I use Categories to do Email-Merge?

EmailMerge can work with a group of contacts that are in separate categories.

To use categories with EmailMerge:
1. Do a normal Email-Merge
2. In the Choose Contacts step of the wizard (Where you select your actual contacts), select a category from the drop down list of all your categories that have contacts.
3. Click Select. This will select all your contacts in the category selected.

To Place contacts into categories using EmailMerge:

EmailMerge Version 3.x
1. Do a normal email merge
2. Select the source to load your contacts
3. On the Select Contacts step of the Wizard, click on the link Select/Unselect multiple contacts based on category and other fields
4. From the Field Drop-Down, select Category
5. Select EQUALS
6. Type a name for your new category in the space provided
7. Click Select
8. Complete the remaining steps of the EmailMerge Wizard

EmailMerge Version 2.x
1. Do a normal email merge
2. In Choose Contacts step of the wizard, select all contacts that you wish to place into a category.
3. Click Next. Select the option to save your category.
4. Type a name for your new category
5. Click Next, Click Next, Click Finish

This will save your new category that you can use in future using the steps mentioned above.
 
EmailMerge Version 1.x
1. Do a normal email merge
2. In step 3 of the wizard, select all contacts that you wish to place into a category.
3. Click Next. On Step 4 of the wizard: Select Yes option
4. Type a name for your new category
5. Click Next, Click Next
6. On Step 6, select No New Emails: Just Save Category Changes
7. Click Finish

This will save your new category that you can use in future using the steps mentioned above.

For further information on the wizard please refer to the help file for EmailMerge where it is explained in more detail.

To view the help file:

EMailMerge Version 2.x
1. Go to your Inbox
2. Go to Addins4Outlook Menu
3. Click EmailMerge -> Help.

This will open the help file for you.

EmailMerge Version 1.x
1. Go to your Inbox
2. Go to Help Menu
3. Click EmailMerge Help.

This will open the help file for you.

Add Feedback