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Send Excel Mail Merge
Email newly eligible recipients from revised Excel workbooks
Use this Agent instantly or customize it - no programming needed
- Workbook update emailWorkbook update email
Your coordinator's email identifies the campaign and carries the latest workbook.
- Recipient workbookRecipient workbook
Your the approved Excel workbook lists the current recipients, eligibility, and merge details.
- Approved campaign settingsApproved campaign settings
Your approved settings choose the sender, message, recipient columns, and send limit.
- Prior campaign emailsPrior campaign emails
Your sent emails show which addresses the campaign already emailed.
Your campaign mailbox holds workbook updates and sent mail, and sends emails and reports.
- Send reportSend report
Your reply lists sends with message IDs, skips, row issues, and stopped sends.
- Send reportSend report
Your reply lists sends with message IDs, skips, row issues, and stopped sends.
- Send reportSend report
Your reply lists sends with message IDs, skips, row issues, and stopped sends.
- Recipient emailsRecipient emails
Your mailbox accepts personalized emails for new eligible addresses and returns their message IDs.
- Send reportSend report
Your reply lists sends with message IDs, skips, row issues, and stopped sends.
This Agent waits for your updated Excel workbook in the campaign inbox. It checks eligibility and prior sends. It emails new recipients and replies with skips and rows to fix.
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GmailUsed as:
- Campaign mailbox
Gmail holds workbook updates and sent mail, and sends emails and reports.
Microsoft OutlookUsed as:
- Campaign mailbox
Microsoft Outlook holds workbook updates and sent mail, and sends emails and reports.
ZoomUsed as:
- Campaign mailbox
Zoom holds workbook updates and sent mail, and sends emails and reports.
Microsoft Office 365Used as:
- Campaign mailbox
Microsoft Office 365 holds workbook updates and sent mail, and sends emails and reports.
Zoho MailUsed as:
- Campaign mailbox
Zoho Mail holds workbook updates and sent mail, and sends emails and reports.
Made for your industry
Send Excel Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns to new contacts on revised lists.
Show all Agents for the Advertising and Marketing industry - Professional Associations
Send approved member campaigns from updated contact lists.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved appeals to new supporters and flag list errors.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send event invitations to new contacts on revised guest lists.
Show all Agents for the Event Management industry - Political Organizations
Email newly eligible supporters and skip those already contacted.
Show all Agents for the Political Organizations industry
Made for your role
Send Excel Mail Merge is made for people in these roles.
- Campaign Manager
Send approved campaign emails to new contacts without repeats.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send new eligible contacts from each workbook and report rows to fix.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Check revised recipient lists against prior campaign sends.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send approved messages to new contacts on revised campaign lists.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Email new eligible contacts and skip addresses already sent.
Show all Agents for the Email Marketing Specialist role - Membership Manager
Send approved member emails to new contacts on updated lists.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach to new contacts and flag duplicate rows.
Show all Agents for the Outreach Coordinator role - Communications Coordinator
Send approved updates to new recipients from revised lists.
Show all Agents for the Communications Coordinator role - Fundraiser
Send approved appeals to new supporters and skip prior sends.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer emails to new contacts and skip prior sends.
Show all Agents for the Customer Communications Coordinator role - Event Marketer
Send event emails to newly added contacts and report list errors.
Show all Agents for the Event Marketer role
Made for your department
Send Excel Mail Merge is made for people in these departments.
- Marketing
Send approved campaigns to new contacts on revised lists.
Show all Agents for the Marketing department - Communications
Send approved messages from updated lists and flag rows to fix.
Show all Agents for the Communications department - Events
Send event invitations to new contacts on updated guest lists.
Show all Agents for the Events department - Membership
Send approved member messages to newly added recipients.
Show all Agents for the Membership department - Outreach
Email new eligible contacts and skip those already contacted.
Show all Agents for the Outreach department - Fundraising
Send donor appeals to new supporters without repeat emails.
Show all Agents for the Fundraising department
How Send Excel Mail Merge works
5 steps, in order, on every run.
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Read the Campaign WorkbookRead the labeled email and open its Excel attachment. Reply with the issue if the sender or file fails your setup.
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Review Recipient RowsCheck eligibility and do-not-email status. Flag missing details or conflicting duplicate rows by row number.
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Check Earlier SendsSearch sent mail for this campaign across workbook revisions. Skip addresses with prior sends; stop and report if the search fails.
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Send New MessagesPersonalize the template and send within your chosen limit. Recheck sent mail first; flag uncertain sends for review.
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Report the ResultsReply with sent addresses and message IDs. Name skipped recipients and rows needing fixes.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
5 tools
- Choose the campaign mailbox, an intake label for workbook updates, and the campaign coordinator's email address.
- For each campaign, approve a stable campaign ID, subject, message template, sender, and the workbook columns that fill its placeholders.
- Specify the workbook sheet and columns for recipient email, eligibility, and do-not-email status; require every update to be an attached .xlsx or .xls file sent by an authorized campaign coordinator.
- Use the campaign ID in every recipient email's subject so sent mail can be checked across workbook revisions; keep earlier campaign sends in this mailbox.
- Set the maximum sends per run and the rule for duplicate addresses in a workbook: send one row only when its details agree, and report conflicts.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Excel Mail Merge:
Yes. You can send an .xlsx or .xls attachment from the coordinator's address. Choose the sheet and required columns when you set up the campaign.
You choose a stable campaign ID for the subject. The Agent checks that campaign's sent mail before emailing an address again.
Matching details can produce one email. If the rows disagree, the coordinator gets their row numbers to fix before either message goes out.
You choose the send limit. The Agent stops further sends and tells the coordinator which rows remain; uncertain sends stay for review.
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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