Transcript Sending Targeted Emails

SENDING TARGETED EMAILS USING
DISCOVERORG
With Ian Seniff
Senior Account Manager
DiscoverOrg
The benefits
of mail merge
WHAT IS A MAIL MERGE?
 A mail merge is when you create a set of documents that are
essentially the same but where each document contains
unique elements. For example, in an Email that is sent to
prospects, your company logo and the text about the product
will appear in each Email, and the address and greeting line
will be dif ferent in each Email.
 A mail merge allows you to send numerous personalized
Emails in a very short period of time.
MAIL MERGE BENEFITS
 Saves time while maintaining quality.
 Emails that appear Professional and Friendly
 Emails that do not portray mass mailings, which are usually
interpreted as Junk Mail and are ignored by most people .
 Each person on your list receives a customized Email that
includes their name, address, company, title, date, and any
other related information pulled from DiscoverOrg.
 Increase the sincerity of your Emails.
STEP ONE
Pull your List from DiscoverOrg. Include all the columns needed for your
merge fields then click “Ok”
STEP TWO
Write your email in Word keeping in mind where you will be putting your
merge fields. Type the merge field names in CAPS to make sure you see them.
STEP THREE
Select Mailings from the tabs at the top
STEP FOUR
Select Start Mail Merge and
select E-mail Messages
from the drop-down menu
STEP FIVE
Click Select Recipients and
then select Use Existing list…
from the drop-down. This will
prompt you to upload a
document from your
computer. Use the Excel
spreadsheet you downloaded
from DiscoverOrg.
STEP SIX
Once the EXL is uploaded,
begin to insert your merge
fields where you indicated
with CAPS in Step Two.
Continue doing this until you
are finished filling in your
merge fields.
STEP SIX CONTINUED
Once you are finished adding merge fields your E-mail should look like this.
STEP SEVEN
Preview your results!
STEP EIGHT
If the preview is free of error just click Finish & Merge, enter your subject line
and send your Emails!
QUESTIONS?
[email protected]