Example mail merge

Here is an example of a mail merge:

Scenario: You are a marketing manager for a company that sells software to small businesses. You want to send a personalized email to each of your customers to promote a new feature in your software.

Data Source: You have a spreadsheet with the following information for each customer:

Customer Name Email Address Company Name Industry
John Smith [email protected] ABC Inc. Retail
Jane Doe [email protected] DEF Corp. Finance
Bob Johnson [email protected] GHI LLC Healthcare

Mail Merge Template: You create an email template with placeholders for the customer's name, email address, company name, and industry. The template looks like this:

Subject: Introducing Our New Feature!

Dear [Customer Name],

We're excited to announce the launch of our new feature, [Feature Name], designed specifically for [Industry] businesses like yours.

[Company Name] is now able to [briefly describe the feature and its benefits]. This new feature will help you [specifically how it will help them].

To learn more about [Feature Name] and how it can benefit your business, please click on the link below:

[Insert link]

Best regards, [Your Name]

Mail Merge Process: You use a mail merge software or a word processor with mail merge capabilities (such as Microsoft Word) to merge the data from your spreadsheet with the template. The software replaces the placeholders with the actual data from each customer's record.

Output: The mail merge produces a separate email for each customer, with the personalized information filled in. The emails look like this:

Email 1:

Subject: Introducing Our New Feature!

Dear John Smith,

We're excited to announce the launch of our new feature, Automated Reporting, designed specifically for Retail businesses like yours.

ABC Inc. is now able to streamline their reporting process and gain valuable insights into their business performance. This new feature will help you make data-driven decisions and optimize your operations.

To learn more about Automated Reporting and how it can benefit your business, please click on the link below:

[Insert link]

Best regards, [Your Name]

Email 2:

Subject: Introducing Our New Feature!

Dear Jane Doe,

We're excited to announce the launch of our new feature, Automated Reporting, designed specifically for Finance businesses like yours.

DEF Corp. is now able to streamline their reporting process and gain valuable insights into their business performance. This new feature will help you make data-driven decisions and optimize your operations.

To learn more about Automated Reporting and how it can benefit your business, please click on the link below:

[Insert link]

Best regards, [Your Name]

And so on, for each customer in your spreadsheet.

Benefits: The mail merge process allows you to send personalized and targeted emails to each customer, increasing the likelihood of engagement and conversion. It also saves you time and effort by automating the process of creating individualized emails.