- AI-Agent
- Ready to Run
Send Campaign Mail Merges
Email eligible segment contacts through your work mailbox
Use this Agent instantly or customize it - no programming needed
- Approved campaignApproved campaign
Your campaign sets the send window, approved copy, audience, owner, and required merge fields.
- Current timeCurrent time
Your campaign's time zone determines whether this check falls inside its send window.
- Current segment contactsCurrent segment contacts
Your segment provides each contact's email address and values for the approved copy.
- List subscriptionsList subscriptions
Your approved list shows which contacts still have an active subscription.
- Exclusion tagsExclusion tags
Your exclusion tags identify contacts you do not want to email.
- Earlier send resultsEarlier send results
Your sent messages and campaign log show which addresses already have a send result.
Your campaign board holds approved campaigns and each contact's send result.
Your contact manager supplies current segment contacts, subscriptions, and exclusion tags.
Your email mailbox shows earlier sends and sends personalized emails and the owner's report.
- Campaign send logCampaign send log
Your campaign log lists submitted, skipped, failed, and uncertain addresses with reasons and times.
- Campaign send logCampaign send log
Your campaign log lists submitted, skipped, failed, and uncertain addresses with reasons and times.
- Owner emailOwner email
Your campaign owner gets counts, recipient results, and exceptions by email.
- Personalized emailsPersonalized emails
Your eligible contacts get individual emails using the approved subject, body, and merge values.
- Campaign send logCampaign send log
Your campaign log lists submitted, skipped, failed, and uncertain addresses with reasons and times.
- Owner emailOwner email
Your campaign owner gets counts, recipient results, and exceptions by email.
This Agent waits for your approved campaign's send window. It checks the latest segment and exclusions, then sends personalized emails through your work mailbox. You get a recipient-level send log with skips and errors.
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GmailUsed as:
- Campaign board
Gmail holds approved campaigns and each contact's send result.
- Email mailbox
Gmail shows earlier sends and sends personalized emails and the owner's report.
Microsoft OutlookUsed as:
- Campaign board
Microsoft Outlook holds approved campaigns and each contact's send result.
- Email mailbox
Microsoft Outlook shows earlier sends and sends personalized emails and the owner's report.
monday.comUsed as:
- Campaign board
monday.com holds approved campaigns and each contact's send result.
- Contact manager
monday.com supplies current segment contacts, subscriptions, and exclusion tags.
ZoomUsed as:
- Campaign board
Zoom holds approved campaigns and each contact's send result.
- Contact manager
Zoom supplies current segment contacts, subscriptions, and exclusion tags.
- Email mailbox
Zoom shows earlier sends and sends personalized emails and the owner's report.
Constant ContactUsed as:
- Contact manager
Constant Contact supplies current segment contacts, subscriptions, and exclusion tags.
Microsoft Office 365Used as:
- Campaign board
Microsoft Office 365 holds approved campaigns and each contact's send result.
- Email mailbox
Microsoft Office 365 shows earlier sends and sends personalized emails and the owner's report.
SendGridUsed as:
- Contact manager
SendGrid supplies current segment contacts, subscriptions, and exclusion tags.
Zoho MailUsed as:
- Campaign board
Zoho Mail holds approved campaigns and each contact's send result.
- Email mailbox
Zoho Mail shows earlier sends and sends personalized emails and the owner's report.
AWeberUsed as:
- Contact manager
AWeber supplies current segment contacts, subscriptions, and exclusion tags.
GetResponseUsed as:
- Contact manager
GetResponse supplies current segment contacts, subscriptions, and exclusion tags.
EmailOctopusUsed as:
- Contact manager
EmailOctopus supplies current segment contacts, subscriptions, and exclusion tags.
MailjetUsed as:
- Contact manager
Mailjet supplies current segment contacts, subscriptions, and exclusion tags.
OmnisendUsed as:
- Contact manager
Omnisend supplies current segment contacts, subscriptions, and exclusion tags.
SenderUsed as:
- Contact manager
Sender supplies current segment contacts, subscriptions, and exclusion tags.
Made for your industry
Send Campaign Mail Merges is made for businesses in these industries.
- Advertising and Marketing
Send approved client outreach to current contact lists and log each result.
Show all Agents for the Advertising and Marketing industry - Real Estate
Send approved property outreach to eligible prospects and log skips.
Show all Agents for the Real Estate industry - Professional Associations
Send approved member outreach and show who was skipped.
Show all Agents for the Professional Associations industry - Public Relations
Send approved media outreach and log every attempted recipient.
Show all Agents for the Public Relations industry - Nonprofit Organizations
Send approved supporter emails to current lists and report exclusions.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved event invitations to eligible contacts and flag exceptions.
Show all Agents for the Event Management industry
Made for your role
Send Campaign Mail Merges is made for people in these roles.
- Campaign Manager
Send approved mail merges and provide a recipient-level report.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send approved campaign emails and flag contacts needing correction.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Recheck list status before each send and log recipient results.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send approved outreach and show which contacts were excluded.
Show all Agents for the Marketing Coordinator role - Real Estate Agent
Send personalized property emails to eligible leads and report skips.
Show all Agents for the Real Estate Agent role - Marketing Manager
Send approved campaigns and provide counts and send errors.
Show all Agents for the Marketing Manager role - Email Marketing Specialist
Send personalized campaigns to eligible contacts and log skips.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send approved event invitations and log addresses needing attention.
Show all Agents for the Event Coordinator role - Communications Specialist
Send approved outreach and list contacts requiring follow-up.
Show all Agents for the Communications Specialist role - Membership Manager
Send approved member outreach and flag unsubscribed contacts.
Show all Agents for the Membership Manager role - Public Relations Specialist
Send approved media emails and report which contacts were skipped.
Show all Agents for the Public Relations Specialist role - Demand Generation Manager
Send approved prospect outreach and report skipped contacts.
Show all Agents for the Demand Generation Manager role
Made for your department
Send Campaign Mail Merges is made for people in these departments.
- Marketing
Send approved campaigns to current segments and log every recipient result.
Show all Agents for the Marketing department - Communications
Send approved audience outreach and flag addresses needing attention.
Show all Agents for the Communications department - Events
Send approved invitations and show which contacts were skipped.
Show all Agents for the Events department - Membership
Send approved member campaigns and report unsubscribed contacts.
Show all Agents for the Membership department
How Send Campaign Mail Merges works
5 steps, in order, on every run.
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Find campaigns ready to sendRead approved campaigns when their send windows open. Record missing copy or audience details and hold sending.
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Refresh the contact segmentPull the latest segment and check subscriptions and exclusion tags. Skip contacts without required merge details.
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Check for earlier sendsSearch Sent Items for the campaign and recipient address. Skip addresses with a prior campaign message.
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Send personalized emailsFill the approved subject and message for eligible contacts. Send through your work mailbox at your chosen pace.
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Log and report resultsRecord submitted sends, skips, failures, and uncertain sends on the campaign. Email the owner the recipient log and exceptions.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or monday.com.
14 tools
- Choose the campaign board and columns for approval, send window and time zone, owner email, contact segment ID, approved list ID, exclusion tag IDs, subject, body, and required merge fields.
- Connect the contact account and choose the approved subscription list and exclusion tags for outreach.
- Connect the sending mailbox, set the campaign identifier to include in each message, and choose the send pace and maximum messages per run.
- Schedule a check every 15 minutes during campaign sending hours.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Campaign Mail Merges:
Yes. You choose the campaign board and approved copy. You also select the contact segment, subscription list, and exclusion tags.
The Agent skips that contact and records the reason on your campaign. The owner sees the exception in the send report.
No. Uncertain sends go in the log for the campaign owner to check in Sent Items. The Agent does not retry them automatically.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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