Send an email blast using mail merge
Modified on Fri, 27 Sep, 2024 at 11:31 AM
There are two methods for sending an email blast (mass email) with EvolveGo using the mail merge feature in Microsoft 365.
- In EvolveGo, select the Reports tab from the left menu.
- Select Client – Full List from the “Select Report” drop-down menu.
- Filter the clients by when their matters were created using the Date Opened From and Date Opened To drop-down menus.
- Click on the View Report button to generate an up-to-date report.
- Select the floppy disk icon above the report.
- Select CSV (comma delimited). This will download the report as a Microsoft Excel spreadsheet to your computer.
- 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.
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