Generating Merge codes within Outlook
Mail Merge with Microsoft Outlook can be used to create CANDDi tracked emails which improve the number of identified visitors within CANDDi. This requires a little bit of mangling of the Outlook merge codes.
Download our pre-set-up contact spreadsheet from here. This sample spreadsheet contains formulas to generate the UTM codes and CANDDi merge codes. If you wish to have multiple target links within your website then duplicate the Column D.
Within Outlook (How do I do this?) construct your mail merge as usual, selecting the contact spreadsheet you just made under ‘select recipients’, ‘use existing list’. Leave your links as plain text for now, and use merge fields (under ‘insert merge field’) to personalise your content, e.g. ‘Dear {firstname}’.
When you come to insert links to your website, highlight the text (for example ‘click here’) and select ‘insert hyperlink’. Enter your website URL for now into the Address field. Click OK to add this into the body of the email.
This should now look something like:
Display the Merge Field Values (in Outlook 2003 this is Alt + F9).
Delete your website URL, and insert the Merge Field for the URL.
The link should now look like: {HYPERLINK {MERGEFIELD URL}}
Return to normal View (in Outlook 2003 press Alt + F9 again), and repeat for each URL that you wish to enter in the email. You will need to put CANDDi tracking on every link so to track visitors in as many ways as possible. Update all hyperlinks in the document by pressing CTRL + A, followed by F9.
Your email is now ready to send. Please send one to us, so we can confirm that all is working perfectly and your visitors will be tracked and identified.
More Details Here
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Download our pre-set-up contact spreadsheet from here. This sample spreadsheet contains formulas to generate the UTM codes and CANDDi merge codes. If you wish to have multiple target links within your website then duplicate the Column D.
Within Outlook (How do I do this?) construct your mail merge as usual, selecting the contact spreadsheet you just made under ‘select recipients’, ‘use existing list’. Leave your links as plain text for now, and use merge fields (under ‘insert merge field’) to personalise your content, e.g. ‘Dear {firstname}’.
When you come to insert links to your website, highlight the text (for example ‘click here’) and select ‘insert hyperlink’. Enter your website URL for now into the Address field. Click OK to add this into the body of the email.
This should now look something like:
Display the Merge Field Values (in Outlook 2003 this is Alt + F9).
Delete your website URL, and insert the Merge Field for the URL.
The link should now look like: {HYPERLINK {MERGEFIELD URL}}
Return to normal View (in Outlook 2003 press Alt + F9 again), and repeat for each URL that you wish to enter in the email. You will need to put CANDDi tracking on every link so to track visitors in as many ways as possible. Update all hyperlinks in the document by pressing CTRL + A, followed by F9.
Your email is now ready to send. Please send one to us, so we can confirm that all is working perfectly and your visitors will be tracked and identified.
More Details Here
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 05/02/2020
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