Merged mail

Merged emails

Merged mails in Pimero is an easy way to address a lot of people with a personalized email without being obliged to write a lot of emails!

Create a list of recipients from your Pimero contacts and write just one message. Insert placeholders for personal data like name or address

into your text. Pimero will replace the placeholders with the person's personal data from your Pimero contacts and send your message

to every contact of your list.

You only have to do two things: Create a list of your recipients and write a text with inserted placeholders.

Both things are quite simple and you will be supported by Pimero!

Create a list of recipients

Go to the "Mail Merge" tab in the mail editor and click on "New Recipient List".

A new dialog opens.

In the list on the left side all your Pimero Contacts are listed, the list on the right side contains the contacts in your current list.

Choose contacts from the left side and add them to your list by clicking in the button ">" in the middle. You can also drag them with the mouse.

Use the Quick Find field to search for specific contacts.

Enter an name for your new list and click on save.

If you want to edit an existing list, click on "Edit Recipient List" in the main menu of the email editor.

There you can also delete an existing list.

Add a recipient list to your mail

To add a recipient list to your message click on the button "To:" and switch to the radio button "Contact Lists".

Choose your list an click on "OK".

Now you list will be inserted into the textfield for the recipients, framed by brackets [ ].

The text fields for CC and BCC will be disabled. These fields are not supported when you create a merged mail.

If you decide to write a non-merged message instead just click on "To:" and add a contact from the list of the single contacts.

CC and BCC will be enabled again.

Insert placeholders into your text

Click on "Insert Merge Field" to get a list of all available fields. These are the common data fields of your Pimero contacts.

Choose a merge field from the list and click on "Insert" to insert it at the current position. Alternatively just do a double click on it.

In your text the field is represented by {MERGEFILED fieldname}:

You can remove a merge field simply by deleting it from the text.. Please note that only entire fields can be recognized by Pimero. Therefore please don't edit the text between

the braces { }.

Of course you can format your text just like a single individual mail. Go to the "Email" tab in the main menu of the email editor and enhance your text as you like it.

Preview your result

Once you have finished your text, but also every time you like, you can watch a preview by clicking on "Show Preview".

The preview window opens. Please note that a preview is only possible if you already have inserted a list as recipient.

In the preview window you can scroll through your recipients and watch every contact's individual preview.

This way you can recognize missing contact data. If a field you are using in the text is missing for a contact of your list,

the corresponding position in the preview text is empty.

So if you recognize missing fields got to the contact area of Pimero and add the missing information to your contacts before

sending the message.

Furthermore you have the possibility to send a single test email, for example if you want to obtain your co-workers opinion of your message

before sending it to all of your customers.

Click on "Sent Testmail and enter a valid email address.

Note: The current contact in the preview windows is used for the testmail. The email address of that person is replaced by the address

you have entered, so be sure to enter an address you can retrieve!

Once you are happy with your preview you can send the message. Go to the "Email" tab in the main menu of the editor and click on "Send".

Please don't forget the subject!

Pimero will create and send a personalized individual email to each contact of your recipient list!