Sending customized e-mails to a huge listing of receivers making use of Overview can be very lengthy ( and also annoying!) .

You either need to by hand tailor your e-mail message for every recipient or send out an impersonal e-mail to all receivers at the same time.

Neither is excellent.

Fortunately, there is a 3rd alternative!– Overview’s mail combine attribute allows you send out individualized e-mails to a huge call listing with very little initiative.

In this message, I’ll stroll you with just how to do mail combine in Overview detailed.

How to Do Mail Merge in Overview– Table of Contents

What is mail combine in Overview?

Mail combine is a function of Overview that enables you to develop and also send out individualized e-mails to a huge listing of receivers.

It jobs by connecting an Excel spread sheet consisting of call information to an Overview e-mail message. In the e-mail message, you simply need to place adjustable areas like name, firm, address, and so on, to individualize your e-mail for every recipient.

Based on the combine areas you include, Overview will certainly draw the details from your Excel spread sheet and also instantly produce specific e-mails for every call.

As an outcome, the messages show up customized with each recipient’s information combined right into the e-mail body and also subject line.

For companies, mail combine is the very best means to include an individual touch when emailing clients, staff members, clients, or various other big listings.

Now that you recognize the fundamentals, allow’s check out just how to establish a mail combine in Overview.

Just how to do a mail combine in Overview?– Detailed process

Step 1 – Prepare your email document
Step 2 – Setup your Mailing list in MS Word
Step 3 – Link the mailing list with your email document
Step 4 – Insert mail merge fields to personalize email message
Step 5 – Finish & preview your mail merge
Step 6 – Send your mail merge message

Step 1– Prepare your e-mail document

The initial step to doing a mail combine in Overview is to compose your e-mail message.

For this, you’ll require to open up the ‘ Microsoft Word’ and also pick ‘ Space Paper’ to develop your mail combine e-mail paper.

Word Blank Document

Currently, most likely to the Mailing tab>>> > Start Mail Merge >> > > E-mail messages.

Word Start Mail Merge

Currently, kind your e-mail message with suitable placeholders where you intend to place combine areas in words paper.

Word Mail Merge

After creating your e-mail message, we will certainly require to establish the newsletter in an Excel spread sheet data.

Action 2– Establish your newsletter in MS Excel

In order to send out individualized e-mails making use of mail combine in Overview, you’ll require to develop an Excel spread sheet with your recipient information.

So, open Microsoft Excel and also pick ‘ Space Workbook’ .

blank excel

Afterwards, get in the headers for your receivers like their Given name, Surname, Business name, the sector they operate in, and so on, and also include your information under corresponding headers.

Create Mailing List in Excel

Following, most likely to the ‘ Data’ food selection and also click the ‘ Conserve As’ switch to conserve your recipient listing spread sheet.

Save Recipient List in Excel

As soon as you have actually produced your newsletter in MS Excel, it’s time to connect this spread sheet with your Microsoft Word e-mail message paper.

To execute mail combine in Overview, you’ll need to connect your newsletter and also e-mail paper.

To do this, click the ‘ Select Recipients’ from the ‘ Mailings’ tab, and also click the ‘ Utilize an Existing Checklist’ alternative.

Link mailing list

Select the newsletter data we produced throughout step #2 and also click ‘OK’.

Link Mailing List 2

Action 4– Insert mail combine areas to individualize the e-mail message

Now, insert combine areas right into the e-mail design template by clicking ‘ Insert Merge Area’ and also picking the matching Excel column headers.

For instance, change {Call} with your “Given name” column, {Email} with “Email Address” and so forth.

insert merge fields in email

This will map the information areas in between your Overview message and also Excel spread sheet.

Merge fields in an email

Action 5– Complete & & sneak peek your mail merge

Finally, it’s nearly time to send your e-mail to all receivers making use of mail combine in Overview.

First, we require to complete the mail combine and also sneak peek the outcomes prior to in fact sending out e-mails to your receivers.

Most likely to Microsoft Word and also click the ‘ Sneak peek Outcomes’ under the ‘ Mailings’ tab.

Preview Results

Afterwards, pick the Following or Previous document switch to make certain the names and also addresses in the body of your letter look right.

email preview

If you’re pleased with the outcomes, complete your mail combine and also begin sending your e-mails to the recipient listing.

For this, click the ‘ Complete & & Combine’ and also pick ‘ Send out Email Messages’ alternative.

finish mail merge

Currently, you’ll see a dialog box where you require to pick the column header consisting of the e-mail addresses of your receivers in the ‘ To’ area.

select email address

Following, include a subject line in the ‘ Subject line’ box.

add subject line in email

As soon as you’ve entered your Topic line, click the ‘ OK’ switch to complete the procedure.

Action 6– Send your mail combine message

It’s ultimately time to strike the ‘Send out’ switch to send those mail combine e-mails to your receivers.

For this, you require to open up ‘Overview’, most likely to the ‘Outbox’ folder, and also click the ‘ Send/Recieve All Folders’ switch.

send receive all folders

Upon clicking that switch, your joined e-mails will be sent out to every individual on your recipient listing.

Why mail combine in Overview is not best for e-mail customization?

There are 5 key reasons that mail combine in Overview is not best for sending out individualized e-mails to a huge listing of receivers.

  • Can not include vibrant content— Mail combine just enables you to place combine areas from an information resource like an Excel spread sheet right into an e-mail design template. You can not include vibrant material in the e-mail body to individualize your e-mail material for each recipient. For the unaware, vibrant material is something that is customized to receivers’ demands.
  • Difficult to scale— Doing a mail combine in Overview is a hand-operated procedure. It functions great if you’re sending out e-mails to a little listing. However this approach isn’t useful for big target markets since you need to freshen the information resource and also restore the e-mails each time you include brand-new receivers to your listing.
  • No automobile follow-up— Mail combine just enables you to send out a solitary e-mail, there’s no other way to instantly cause follow-up e-mails. If you’re sending out outgoing sales e-mails, automated follow-up is an essential attribute, which can substantially add to lead supporting.

Regrettably, mail combine in Overview does not sustain any kind of automation of follow-up e-mails based upon individuals’ activities or hold-ups.

  • Does not have e-mail tracking— Email monitoring enables you to see specific recipient task and also maximize your projects. However once again, mail combine does not offer any kind of exposure right into that opened your e-mails or clicked certain web links past fundamental distribution alerts.

This absence of e-mail monitoring is a significant space with mail combine for keeping an eye on interaction and also refining your e-mail material, division, timing, and also extra for boosted outcomes.

  • Poor deliverability— When you send out mail combine projects from Overview, it sends your e-mail to all receivers at the same time. This typically leads to your e-mails touchdown in the spam/junk folder. Specialized devices, on the various other hand, maintain suitable time periods in between each outbound e-mail, that makes it much less most likely to be captured by spam filters.

Additionally, e-mail outreach devices additionally allow you track important deliverability metrics like open price, reply price, click price, bounce price, and so on to additional maximize your sender online reputation gradually.

Just how to send out individualized e-mails from Overview at range?

Sending individualized e-mails to a a great deal of receivers can be laborious and also lengthy in Overview.

Fortunately, there are a lot of e-mail automation devices available that can assist to send out individualized e-mails from your Overview account without much inconvenience.

Saleshandy, as an example, is a premier device with durable e-mail customization functions.

Unlike Overview, It allows you conveniently individualize your e-mails past simply given name, firm, title, and so on

For instance, the Spintax attribute in Saleshandy makes it possible for sophisticated customization by enabling you to dynamically produce several variants of message within your e-mails.

That implies as opposed to a fixed block of duplicate, you can specify various variations of sentences, paragraphs, and also expressions that will certainly be arbitrarily incorporated when the e-mail is produced.

Let’s check out several of Saleshandy’s essential functions to recognize its e-mail customization capacities in even more information.

  • Combine TagsMerge tags in Saleshandy are vibrant placeholders that assist to integrate receivers’ info such as Given name, Surname, Business Call, and so on from a CSV data. These tags can make your e-mails extra personalized, which enhances interaction and also supplies greater open prices.
  • SpintaxSpintax enables you to develop several variations of your e-mail by purposefully putting variants in words, sentences, or paragraphs.
  • Email Ramp-Up— Sending Out e-mails to a huge listing of receivers at one time might cause spam filters. To prevent this, Saleshandy’s email ramp-up progressively enhances the variety of outbound e-mails, stopping overload and also spam folder placement.
  • A-Z Variations Testing— The A-Z Variants allows you develop 26 various variations of your e-mail to examination which email material executes ideal. You can send out these various variations to tiny teams of individuals initially, keep an eye on the ones that execute the very best, and also utilize the very best variation for every person.
  • Automobile Follow-Ups— Saleshandy features an auto follow-up attribute that allows you send out several computerized follow-up e-mails based upon pre-defined problems. This automation can substantially enhance your reaction prices.
  • Sender RotationSender Rotation instantly revolves several e-mail accounts in your e-mail series to ensure that your e-mails have a greater possibility of getting to the Key inbox of your receivers.
  • Sequence Score— The Sequence Score attribute aids you review just how well your e-mail series are most likely to execute based upon the e-mail account configuration, series configuration, and also e-mail duplicate, and also also recommends means to boost your rating.
  • Unified Inbox — With Unified Inbox, you can see all replies from leads in one place. By doing this, you will not miss out on any kind of reactions from possible clients.

Below are the actions you require to comply with to send out individualized e-mails to a huge listing of receivers from your Overview account.

Action 1– Register on Saleshandy

First points initially, you require to register on Saleshandy to develop your account.

Go to the Saleshandy internet site, click the Sign Up for Free switch, and also fill in your information.


Once you develop your account, you’ll obtain a verification confirmation e-mail. Ensure you validate your account by clicking the web link offered in the confirmation e-mail.

Action 2– Link your Overview e-mail account( s)

Once you have actually produced your Saleshandy account, you require to attach your Overview e-mail account to Saleshandy.

To do this, visit to your Saleshandy, most likely to the ‘ Setups’ area, open up the ‘Em trouble Accounts’ tab, and also click the ‘ Include Email Account’ switch from the top-right edge.

connect email account

On the following display, enter your Overview e-mail account qualifications and also struck the ‘ Include Email Account’ switch.

As soon as done, your Overview e-mail account will certainly be efficiently linked to Saleshandy.

Incidentally, you can attach limitless e-mail accounts (Overview, Gmail, others) to Saleshandy to utilize in your e-mail series making use of sender turning.

Action 3– Confirm your e-mail domain

After attaching your Overview e-mail account, you require to validate your e-mail domain name.

Doing so is necessary since it will certainly assist you to develop an excellent sender online reputation and also attain high e-mail deliverability, which will certainly maintain your e-mails from touchdown in your leads’ spam folders.

The bright side is that you can conveniently validate your e-mail domain name. All you need to do is established SPF (Sender Plan Structure), DKIM (DomainKeys Recognized Mail), and also DMARC (Domain-based Message Verification, Coverage & & Correspondence) documents.

Action 4– Submit your leads list

Once you have actually validated your e-mail domain name, it’s time for you to begin submitting your leads.

In Saleshandy, you can include your leads individually as well as additionally submit them wholesale.

To submit your leads wholesale, you require to open up the ‘ Potential customers’ area and also click the ‘ Import Via CSV’ switch as revealed listed below.

add prospects in saleshandy

On the following display, you require to click the ‘ Pick Data’ switch, situate your CSV data, and also struck the ‘ Following’ button.

sequence in saleshandy

Currently, adhere to the guidelines showed on your display and also coating submitting your leads listing.

Action 5– Compose your e-mail copy

After including your leads, you can ultimately craft your e-mail duplicate.

Most likely to the ‘ Series’ area in your Saleshandy control panel and also faucet on the ‘ Develop Series’ switch from the top-right edge.

sequence in saleshandy

Following, click the ‘ Include Action’ and also it will certainly present a pop-up home window.

add sequence step

Below, you can begin creating your e-mail subject line and also body message to be sent out to your leads later on.

Once you have actually composed your e-mail message, click the ‘ Conserve’ switch.

save email draft

Action 6– Include follow-up e-mail steps

Unlike Overview, Saleshandy allows you send out automobile follow-up e-mails based upon pre-defined requirements.

Go back to the ‘ Series’ area and also click the ‘ Include Action’ showed listed below the preliminary e-mail action that you simply produced in the previous action.

add follow up email

Please keep in mind that you can include several follow-up e-mails in your series to boost your general project efficiency.

Action 7– Release your e-mail campaign

Once whatever is established, you can ultimately introduce your e-mail project utilizing your Overview e-mail account.

Simply head back to the ‘ Series’ area and also toggle the ‘ Turn on Series’ button as displayed in the screenshot listed below.

activate sequence

Upon turning on the series, Saleshandy will certainly begin sending out e-mails to every call separately and also with a suitable time period in between each outbound e-mail to preserve excellent deliverability.


And there you have it– a detailed overview on just how to do a mail combine in Overview to send out individualized e-mails.

As you have actually simply discovered, mail combine makes it rather effective to send out individualized e-mails to a huge listing of receivers. However as we explained, the mail combine attribute in Overview has its reasonable share of disadvantages.

So, if your objective is to send out individualized chilly e-mails with automobile follow-up, it’s much better to utilize a specialized e-mail outreach device like Saleshandy. It simply makes chilly e-mail outreach a lot extra effective and also reliable.

Just offer it a shot if you have not currently and also take your chilly e-mail video game to the following degree!


1) Just how to send out e-mails to several receivers in mail combine Overview?

To send out e-mails to several receivers making use of Mail Merge in Overview, you’ll require to develop a call listing in an Excel spread sheet, gain access to the Mail Merge attribute in Overview, compose your e-mail message, insert combine areas, and also send your e-mail messages.

2) The number of e-mails can send by mail combine Overview send out at the same time?

Free Overview e-mail account has a day-to-day sending out limitation of 300 e-mails daily, while the Microsoft 365 accounts have 10,000 e-mails daily.

3) Just how to mail combine from Excel to Overview?

To mail combine from Excel to Overview, you require to adhere to these actions:

  • In Excel, develop a sheet with columns for all the information you intend to combine like given name, surname, e-mail, and so on. This will certainly be your information resource.
  • In Overview, most likely to Mailings > > Begin Mail Merge > > Step-by-Step Mail Merge Wizard.
  • Select Letters as the paper kind and also click Following.
  • Select “Utilize an existing listing” and also search to pick the Excel sheet you produced. Click Following.
  • If triggered, pick the worksheet with your information. Click Following.
  • Insert combine areas from Excel right into your e-mail body by clicking Even more Products > > Insert Merge Area > > [Field Name].
  • Click Alongside undergo the wizard, sneak peek the combine outcomes, and also finish the combine.
  • When all set, click Complete & & Combine > Send Out Email Messages.

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