Send an email blast using mail merge

There are two methods for sending an email blast (mass email) with EvolveGo using the mail merge feature in Microsoft 365.

1. In EvolveGo, select the Reports tab from the left menu.
2. Select Client – Full List from the “Select Report” drop-down menu. 
3. Filter the clients by when their matters were created using the Date Opened From and Date Opened To drop-down menus.  
4. Click on the View Report button to generate an up-to-date report.  
5. Select the floppy disk icon above the report.
6. Select CSV (comma delimited). This will download the report as a Microsoft Excel spreadsheet to your computer.  
7. Follow the mail merge instructions provided by Microsoft and use the downloaded spreadsheet as the mailing list.

Best Practices 

Sending a mail merge is best suited for a one-time email blast. If you intend to send recurring email blasts for marketing, then we strongly recommend using our integration with Campaign Monitor.