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Reviewing emails before sending when using Mail merge

Copper Contributor
Posts: 12
Country: Denmark

Reviewing emails before sending when using Mail merge

We often have 3-10 people to our sales presentations and when we want to send 'thank you for attending' emails we have difficulty customizing our standard email template. presently we have a generic email template and then add a paragraph that is specificaly related to the meeting. How can we add this when we use mail merge? or is there an easier way to send an email to 10 people ?

 

Thanks.

Bronze Contributor
Posts: 1,393
Country: USA

Re: Reviewing emails before sending when using Mail merge

If I understand your question, just edit the basic template and make edits.  Then save it with a new name and use that for the mail merge.

John Purdy
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Copper Contributor
Posts: 12
Country: Denmark

Re: Reviewing emails before sending when using Mail merge

it is just much easier doing it in Outlook because then the basic template always keeps the same and it is easier to format.