Once your Excel file is ready, as described in Preparing Your Campaign Excel File, then you are ready for the next step in your campaign, to generate your personalized emails:
Before clicking the Generate Emails button, think about your Drafts folder. All of the individual copies to your recipients will be held in your Drafts folder, so it’s important to prepare it by keeping it neat and tidy.
Once you click the Generate Emails button, the add-in connects to your account and begins to roll through your Excel file and make substitutions in your campaign email.
You can keep tabs on how far along it is by examining the progress bar below the button as shown in the above image.
Depending on how many people are in your campaign, this process could take some time. If you need to use Outlook while the generation process is underway, either open a new instance of desktop Outlook (or open a new tab in Outlook on the web, etc.).
During this generation process, note that invalid email addresses in the To column are silently skipped.
After the process completes, the individual emails are all in your Drafts folder. At this point you can review individual emails to make sure that everything is as you like it, making changes to any emails as you see fit.
Of course, if you don’t like the way any of them came out, then you can start over by deleting them all and start the generation process over again – just be sure to not delete the original campaign email, which you’ll be able to recognize by the To address, which has the format “[email protected]” as the recipient.
See Also:
Next: Start Sending Your Personalized Emails