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Sol Inventum
Приєднався 26 січ 2020
Sol Inventum creates software as a service products for businesses.
How to send a many-to-one mail merge with Outlook
Watch as I send a simple many-to-one mail merge using a free plugin for Outlook called SecureMailMerge from start to finish in less than five minutes.
Install SecureMailMerge via AppSource at www.securemailmerge.com
Install SecureMailMerge via AppSource at www.securemailmerge.com
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How to Use Microsoft 365 Team with Template Manager 365 to Share Email Templates
Переглядів 2475 місяців тому
In this tutorial, we will guide you through the process of using Microsoft 365 Team to effectively share email templates via Template Manager 365. Starting in the Office admin portal, we'll show you how to navigate to the "Teams & Groups" page and proceed with adding a new team. Key steps include: - Locating and clicking the "Add a team" button within your office admin portal. - Understanding h...
Managing email templates in Outlook with a free plugin
Переглядів 840Рік тому
In this video I'll take you through how to save email as templates for future re-use with TemplateManager365 - a free plugin for Outlook.
How to save an email as a Outlook Quick Step for reusing later
Переглядів 2,7 тис.Рік тому
This quick demo shows you how to create a quick step for a new email with a template body. Quick Steps are convenient shortcuts that enable you to execute multiple actions with a single command. One of these actions includes replying with a template or generating a new email using a template as a starting point. Step 1: Go to the "Home" tab and click on the "Create New" button in the "Quick Ste...
How to save an email as a template using the built in My templates add in in Outlook
Переглядів 549Рік тому
This quick demo will shows you how to use the "My templates" add-in in Outlook to save templates for re-use. Step 1: Log in to your Outlook Web App account. Step 2: Click on the "New Email" button to create a new email. Step 3: Click on the "My templates" add-in in the ribbon menu. This is installed by default, if not you can add it by clicking on the "Get Add-Ins" button. Step 4: Customize the...
How to save an email as a Outlook Quick Part for reusing later
Переглядів 778Рік тому
This quick demo shows how you save an email template to the Quick Parts gallery for re-use at a later time. Step 1: Create a new email or reply to an existing one. Step 2: Customize the email with the desired content you wish to save as AutoText. Step 3: Select the content that you want to save as AutoText. Step 4: On the "Insert" tab, click on the "Quick Parts" button, and choose "AutoText" fr...
How to save an email as a Outlook template for reusing later
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This quick demo shows how to save an email template as a offline template file that you can reuse in future by just double-clicking on the template. Step 1: Launch Outlook and navigate to the "Home" tab. Step 2: Compose a new email by clicking the "New Email" button. Step 3: Customize the email with the desired content, including the subject line, body text, and any relevant attachments. Step 4...
Using an alias email address to send a mail merge in Outlook
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If you've setup your Microsoft 365 account to send as an alias you can use that feature to send mail merges too by using a free plugin called SecureMailMerge. In this video I will demonstrate how to change from your primary email address to your email alias and send emails to a list of people. 00:01 Introduction 00:12 Email alias in Microsoft 365 00:31 Setting up a spreadsheet 00:46 Using Outlo...
Advanced mail merge in Outlook for Microsoft Office 365
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There is a better way to do a mail merge than the classic way of combining Word, Excel and Outlook. In this video I'll show you a free plugin called SecureMailMerge that lets you add attachments, even individual ones, add CC or BCC recipients and even send mail merges to contacts in your address book.
How to send individual attachments in an Outlook mail merge
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Adding a personal document (e.g. an invoice or report) to a mail merge that you send to a list of people is not supported with the traditional Microsoft Office mail merge. Using a free plugin called SecureMailMerge I show you how to accomplish this directly from Outlook in 5 minutes. 00:00 Introduction 00:12 Spreadsheet Preparation 00:46 CC and BCC Columns 01:06 Plugin Installation 01:32 Spread...
How to send a mail merge with Outlook 365 on Windows, Web and Mac with a free plugin
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Using the free SecureMailMerge plugin you can easily send mail merge campaigns from with Outlook. It works for all platforms that Office 365 is available for including Mac and even the Web version. Compared to other software your spreadsheet doesn't get sent anywhere. All your emails are generated on your computer right from within Outlook. Perfect if you're working with any kind of sensitive d...
Innovote: Mobile voting for startup events and competitions
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Innovote is simple mobile web software for hosting startup, pitch and innovation competitions. Support jury voting, expert feedback and audience participation. In this short video you will see how to run audience voting for your event, letting your audience participate in your pitch competitions and give feedback, but also how to run your jury sessions with our digital voting solution. Everythi...
I'm trying to use this at the same time using Yesware in outlook, but anytime i use SEcureMailMerge, the emails are not tracked via Yesware even though i have Yesware add-in installed and checked to track emails. any ideas?
This is a great product. Is it possible to prevent templates from being deleted from a group, except by the 'Owner'?
Hi, not currently, but I'll put it on our list!
Hi there, this product is really good so far! Thanks for your hard work. Question: Is it possible to have pictures populated into the body of the email? Ideally, this would include different pictures for different recipients. I tried adding the file name and format type to an excel sheet cell to be populated in the body of the email, but it only appeared as the file name/format, rather than the actual picture. What do you think?
As an update, SecureMailMerge support indicated a direct image cannot be added at this time, but a many-to-one mail merge would be a good way to build a table from the mail merge template.
im using ms office home & business 2019, and my outlook ribbon dont have get add-ins.
Unfortunately you need a Outlook version that support the modern Office Add-Ins system.
very helpful
Thank you for the videos, but I'm having an issue, the 'add files' button isn't working: my files have the same titles as the spreadsheet and i keep trying to upload them, but its stuck on "the following files are still missing" I tried starting over multiple time but I'm still facing the same issue, any recommendations?
You have to make sure your spreadsheet contains the filename and the extension. If you only have the filename it won't find the file in the folder you select. If that doesn't solve, reach out to help@securemailmerge.com
Hey guys great video! I have a question, does this add-in support dynamic content? Something like variables? Forexample when I send a temolate to someone it autammatically adds their name?
Hi Boris, TemplateManager365 supports the mail merge tags like those used with www.securemailmerge.com but not by itself unfortunately.
Justo lo que buscaba, muchas gracias.
In you video, comparing it to my newly installed 365 app, for Outlook, I don't see the pop out arrow in the right side of a new email. I also don't see the menu icon for Campaign Manager. I have added Secure Mail Merge. I also get an error when trying to switch to the "new" outlook. Do I need to switch to the "new" Outlook to solve these issues?
Hi, Microsoft has been changing the UI a bit - refer to the official help guide here which we can update faster than the video: www.securemailmerge.com/help
hello how far its safe to user this tool as its not a part of Microsoft
Hi, well depends on what you mean by safe. It's designed to run only on your computer, so from a data privacy perspective none of your mail merge data ever leaves your computer and the plugin communicates directly with Microsoft's servers. It's secure in that it was approved by Microsoft for the AppSource, they do a general security check and make sure privacy and such are in order. Other than that you can also check our IT security documentation at: www.securemailmerge.com/help/it-security
I can't seem to find the add-in on either the web or application version of the outlook? Where else do I find the SecureMailMerge?
Hi, you can visit www.securemailmerge.com/store which will take you directly to the store.
Into WEbmail we don't have New Message, any idea?
Are you using Outlook for Webmail? There should be button top left and it might read "New" > "Mail".
Hello thank you for saving my life this is life changing
🙏 glad it helped!
so good this video. thank you. love from malaysia. liked and suscribed
Awesome! Thank you!
This isn´t working in the new outlook,. In the list no choose as "New message"...what to do ?
Hi, top left should be "New" button, clicking on that opens a drop down and there you choose "Mail".
Excellent video! Thank you!!!
Glad it helped!