Electronic Marketing - CSV File For Creating Emails

Following on from using the Electronic Marketing Marketing - Create CSV File for creating Emails option. Select the Output and Filename. This is where the CSV will be saved to.

In Word:

Create the new document, that you would like to send to your customers.

From here create your mail merge document, edit recipients. Open the CSV file and check the information in the columns Given Name, Surname and Name columns are correct with the information you would like to use. 

Click Mailings / Start Mail Merge / Email Messages

Click Select Recipients / Use Existing List - select the CSV Exported from Infusion. 

Put the mouse cursor where you would like the names to go on the document.

Click Address Block – choose how you would like the name shown (we used the highlighted one in testing). Then click Match Fields.

In Match Fields this chooses the columns from your CSV file, so depending on which combination of fields you are going to use e.g. First Name, Surname or Name field/s you will need to adjust the lines using the dropdown arrow on the end of each box.

If you would like it to not choose the box, click the drop-down arrow and scroll all the way to the bottom and click (not matched).

Click ok to exit the Match Fields box and then ok to finish in Address Block.

Click Finish & Merge using the options available.  

This will send using your Mail Account if you have Outlook, and a record of the sent items in your Sent Items.