Send a one-time Email Campaign with Mail Merge

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

Table of Contents

• Getting Started
• How to send a one-time email campaign

Getting Started

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

How to send a one-time email campaign

1.    Open the triConvey Companion Site Web App.

2.    Select Reports from the left menu and then select Client – Full List. 

3.    Filter clients by when their matters were created from the Date Opened From and Date Opened To drop-down menus. 

4.    Click on View Report to generate an up-to-date report. 

5.    Select the floppy disk icon above the report. 

6.    Select CSV (comma delimited). 

Tip:  This will download the report as a Microsoft Excel spreadsheet to your computer.

7.    Follow the Microsoft mail merge instructions and use the downloaded spreadsheet as the mailing list.