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Send Excel Mail Merge
Send personalized emails from signed-off Excel recipient lists
Use this Agent instantly or customize it - no programming needed
- Approved batch requestApproved batch request
Your request email provides approval, exact copy, and the files for this batch.
- Recipient rowsRecipient rows
Rows in an Excel recipient workbook hold each address and its personalization values.
- Do-not-contact listDo-not-contact list
Your attached CSV names addresses you must leave out of this batch.
- Batch settingsBatch settings
Your settings define who can request a batch and how to check each row.
Your email account receives approved requests, sends individual emails, and replies with row results.
- Batch correction replyBatch correction reply
Your coordinator gets a reply naming the batch details to fix.
- Recipient emailsRecipient emails
Your eligible recipients each get approved copy filled with their own row values.
- Row reportRow report
Your reply lists each row's status and reason, plus sent, skipped, and failed totals.
This Agent waits for your signed-off email request and Excel workbook. It checks rows against your do-not-contact list. It sends eligible messages and replies with every row's result.
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Microsoft Office 365Used as:
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Zoho MailUsed as:
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Podio receives approved requests, sends individual emails, and replies with row results.
Made for your industry
Send Excel Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaign emails from screened Excel lists.
Show all Agents for the Advertising and Marketing industry - Education
Send approved admissions emails to eligible workbook contacts.
Show all Agents for the Education industry - Professional Associations
Send approved member emails and report each skipped address.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved donor emails after screening excluded addresses.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved event invitations from screened guest lists.
Show all Agents for the Event Management industry - Political Organizations
Send approved campaign emails to allowed supporter addresses.
Show all Agents for the Political Organizations industry
Made for your role
Send Excel Mail Merge is made for people in these roles.
- Campaign Coordinator
Send approved campaign messages and track skipped recipients.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Catch missing merge fields and duplicate addresses before sends.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send approved campaign emails and report every recipient's result.
Show all Agents for the Marketing Coordinator role - Email Marketing Specialist
Screen mailing lists before sending approved personalized emails.
Show all Agents for the Email Marketing Specialist role - Membership Manager
Send approved member emails and show which addresses were skipped.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach after checking the do-not-contact list.
Show all Agents for the Outreach Coordinator role - Communications Coordinator
Send approved group emails and return a result for each contact.
Show all Agents for the Communications Coordinator role - Fundraiser
Send approved donor appeals and report excluded addresses.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer updates to permitted addresses.
Show all Agents for the Customer Communications Coordinator role - Admissions Officer
Send approved admissions emails to eligible contacts in Excel.
Show all Agents for the Admissions Officer role - Event Marketer
Send approved event invitations and flag incomplete guest rows.
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 email campaigns to screened Excel contacts.
Show all Agents for the Marketing department - Communications
Send approved announcements and report who was skipped.
Show all Agents for the Communications department - Events
Send event emails to eligible guests and report skipped rows.
Show all Agents for the Events department - Membership
Send approved member updates and account for every address.
Show all Agents for the Membership department - Outreach
Send personalized outreach to allowed contacts from Excel.
Show all Agents for the Outreach department - Fundraising
Send approved donor mailings and flag excluded addresses.
Show all Agents for the Fundraising department - Admissions
Send approved admissions emails from screened recipient lists.
Show all Agents for the Admissions department
How Send Excel Mail Merge works
5 steps, in order, on every run.
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Read the mail merge requestRead the request from your chosen mailbox. Open its Excel workbook and do-not-contact file.
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Check the batch requestConfirm the sender and signoff match your setup. Hold the batch and reply with corrections if the copy or files cannot be used.
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Screen the Excel rowsCheck each address against the do-not-contact list. Skip duplicates or incomplete rows with a reason.
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Personalize eligible emailsFill the signed-off subject and message from each eligible Excel row. Skip any row that leaves a placeholder unfilled.
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Send and report resultsSend a separate email to every eligible address. Reply to the request with sent, skipped, and failed results for every row.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
6 tools
- Choose the mailbox and the sender addresses allowed to submit an approved mail merge request.
- Set the request format: the email must state approval and contain the approved subject and message, an attached Excel recipient workbook, and an attached current do-not-contact CSV.
- Choose the workbook sheet, the email-address column, required personalization columns, and the do-not-contact CSV address column.
- Set the duplicate rule to send only once per normalized email address within a batch, and name the coordinator who receives the results.
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:
You choose the mailbox and authorized senders. Their email must state approval and include the signed-off copy plus both files.
You provide a current do-not-contact CSV with each request. The Agent skips matches and later duplicates within the batch, then reports each reason.
You get its row number and reason in the reply. The Agent skips invalid addresses or missing values and flags send failures.
Your report marks a row sent when your mailbox accepts the message for sending. Later delivery and bounces fall outside this run.
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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