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Mail Merge Toolkit

Mail Merge Toolkit

Overview

What is Mail Merge Toolkit?

Mail Merge Toolkit is an add-in for Microsoft Office that expands the mail merging capabilities in Microsoft Outlook, Microsoft Word, and Microsoft Publisher. According to the vendor, this versatile tool caters to small to large companies and is utilized by marketing professionals, sales teams, human...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Mail Merge Toolkit?

Mail Merge Toolkit is an add-in for Microsoft Office that expands the mail merging capabilities in Microsoft Outlook, Microsoft Word, and Microsoft Publisher. According to the vendor, this versatile tool caters to small to large companies and is utilized by marketing professionals, sales teams, human resources departments, customer support teams, and educational institutions. With a range of unique features, Mail Merge Toolkit enables users to personalize mass mailings and streamline their communication processes.

Key Features

Personalize email subject: Customize the subject line of email messages by inserting data fields, allowing for more engaging and personalized mass mailings.

Mail Merge with attachments: Attach files to email messages during the mail merge process using the "Mail Merge Toolkit" option in Microsoft Word's Step-by-Step Wizard.

Send personal attachments in mass email: Include unique attachments for each recipient by specifying the file path in a separate column in the data source.

Send personalized PDF files: Opt to send personalized PDF files instead of HTML messages, with the ability to add custom text in the message body.

Mail Merge with password-protected PDF and DOCX Attachments: Enhance data security by sending personalized documents with password protection, either with a single password or individual passwords.

Change Sender's Email Address: Modify the sender's email address before sending messages, useful for users with multiple Outlook accounts or those with Send As or Send on Behalf permissions.

Multiple recipients per email, add CC, BCC fields: Specify multiple recipients separated by semicolons in the data source or directly in the TO field, and add CC and BCC recipients as needed.

Do a Mail Merge by a SharePoint List: Utilize a SharePoint List as a data source for mail merging without additional installations or exporting to Excel.

Choose the email format you need: Select the most suitable format, including PDF, DOCX, HTML, Plain text, and RTF, when sending messages to multiple recipients.

Data security and privacy: Perform all operations locally within the user's environment, ensuring the privacy and security of mail lists, message content, and attachments without transferring any data to third-party servers.

Mail Merge Toolkit Features

  • Supported: Email Tracking
  • Supported: Email Management
  • Supported: Third Party Integrations

Mail Merge Toolkit Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows
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