Mail Merge requires a Premium or Enterprise level plan.
Mail Merge is available using our legacy COM add-in within Outlook Exchange or Legacy Gmail
With Yesware's Mail Merge feature, you can use a CSV file as the source of merged data. If you are on the Enterprise plan, you can also upload a list with Salesforce.
When using a CSV file, you'll need to map columns from your CSV to the email that you're creating in Yesware.
- Create your CSV file. Whatever you name the columns on your CSV will be the names of your merge fields. "Email" must be your first CSV column.
- When creating your email from the Mail Merge window, use the column names as your merge fields, using the {!columnname} format. NOTE: this is case and space sensitive. If you are using an existing template, make sure that the columns in your CSV match the {!columnname} in the template.
- Check the preview to ensure that you've properly mapped your fields and you're ready to send your Mail Merge.