This video shows you how to use your local database to personalize your email messages.

  1. Click Connect to My Database and then click Connect to Local Database. Make sure you have downloaded and installed the required Microsoft component mentioned above the Connect to Local Database link.
  2. Create a database profile so you are able to connect again in the future. To do this, select your database from the dropdown and then click Create Profile.
  3. Choose a profile name.
  4. Click Browse to select the file containing your data.
  5. Click Build/Test Query to pick the data in the file that you want to extract.
  6. Under Columns select each piece of data that you want to extract. Then click Save Query.
  7. Click Save Profile.
  8. Find the profile you just saved and click Connect to connect to your database. This will take you to a new Send Email page that shows a green connection confirmation at the top.
  9. Click Compose New Message. Above the message editor, a green message shows you how you can personalize your message with information extracted from your database.
  10. Copy one of the examples by selecting it, right clicking and then left clicking on the Copy option.
  11. Right click in the editor and then left click on Paste. Once sent, the extracted fields will appear as personalized information in the email.
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