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Send Group Mail Merge
Send personalized emails to your labeled contact group and report results
Use this Agent instantly or customize it - no programming needed
- Approval emailApproval email
Your manager's labeled email names the group and contains the approved subject and body.
- Contact groupContact group
Your chosen group provides its member count, first names, and email addresses.
- Send settingsSend settings
Your setup lists authorized managers, the required first-name placeholder, and the group size limit.
Your email service holds the approval email, sends individual messages, and delivers the manager's report.
Your contact manager holds the named group and each member's name and email addresses.
- Manager emailManager email
Your manager sees sent addresses, skip reasons, failures, or the issue that stopped the send.
- Completed labelCompleted label
Your approval email carries the completed label after the manager receives a reply.
- Manager emailManager email
Your manager sees sent addresses, skip reasons, failures, or the issue that stopped the send.
- Completed labelCompleted label
Your approval email carries the completed label after the manager receives a reply.
- Individual emailsIndividual emails
Each eligible contact gets a separate email with their first name in the approved body.
- Manager emailManager email
Your manager sees sent addresses, skip reasons, failures, or the issue that stopped the send.
- Completed labelCompleted label
Your approval email carries the completed label after the manager receives a reply.
This Agent starts when a manager labels an email with final copy and a group. It checks the group's contacts and sends personalized emails to usable addresses. Then it emails the manager a send and skip report.
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GmailUsed as:
- Email service
Gmail holds the approval email, sends individual messages, and delivers the manager's report.
Microsoft OutlookUsed as:
- Contact manager
Microsoft Outlook holds the named group and each member's name and email addresses.
- Email service
Microsoft Outlook holds the approval email, sends individual messages, and delivers the manager's report.
ZoomUsed as:
- Contact manager
Zoom holds the named group and each member's name and email addresses.
- Email service
Zoom holds the approval email, sends individual messages, and delivers the manager's report.
BrevoUsed as:
- Contact manager
Brevo holds the named group and each member's name and email addresses.
Google ContactsUsed as:
- Contact manager
Google Contacts holds the named group and each member's name and email addresses.
KajabiUsed as:
- Contact manager
Kajabi holds the named group and each member's name and email addresses.
systeme.ioUsed as:
- Contact manager
systeme.io holds the named group and each member's name and email addresses.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 holds the approval email, sends individual messages, and delivers the manager's report.
SendGridUsed as:
- Contact manager
SendGrid holds the named group and each member's name and email addresses.
Zoho MailUsed as:
- Email service
Zoho Mail holds the approval email, sends individual messages, and delivers the manager's report.
AWeberUsed as:
- Contact manager
AWeber holds the named group and each member's name and email addresses.
GetResponseUsed as:
- Contact manager
GetResponse holds the named group and each member's name and email addresses.
Made for your industry
Send Group Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaign emails to each contact by name.
Show all Agents for the Advertising and Marketing industry - Real Estate
Send approved property updates to a saved client group.
Show all Agents for the Real Estate industry - Professional Associations
Send approved member updates to a labeled contact group.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved donor messages individually and report skipped contacts.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send approved event messages to attendees by name.
Show all Agents for the Event Management industry
Made for your role
Send Group Mail Merge is made for people in these roles.
- Campaign Coordinator
Send approved campaign copy to each usable contact address.
Show all Agents for the Campaign Coordinator role - Marketing Coordinator
Send approved group emails by name and report each skipped contact.
Show all Agents for the Marketing Coordinator role - Marketing Manager
Approve a group send and receive a report of sends and skips.
Show all Agents for the Marketing Manager role - Email Marketing Specialist
Send personalized emails from approved copy to a contact group.
Show all Agents for the Email Marketing Specialist role - Membership Manager
Send approved member emails and receive a send and skip report.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send approved outreach to a saved group without duplicate addresses.
Show all Agents for the Outreach Coordinator role - Fundraiser
Send approved donor emails individually and see who was skipped.
Show all Agents for the Fundraiser role - Customer Communications Coordinator
Send approved customer updates by name and track failed sends.
Show all Agents for the Customer Communications Coordinator role
Made for your department
Send Group Mail Merge is made for people in these departments.
- Marketing
Send approved campaign emails to a named contact group.
Show all Agents for the Marketing department - Communications
Send approved updates to each contact and report delivery errors.
Show all Agents for the Communications department - Membership
Send approved member messages by name and report skips.
Show all Agents for the Membership department - Outreach
Send approved messages to usable contacts in a saved group.
Show all Agents for the Outreach department - Fundraising
Send approved donor appeals and explain skipped addresses.
Show all Agents for the Fundraising department
How Send Group Mail Merge works
5 steps, in order, on every run.
-
Read the labeled emailRead the group name and final message from the labeled email. Leave requests from unauthorized senders for the mailbox owner to review.
-
Check the contact groupFind the named group and check its member count. Stop and tell the manager if the group is missing, empty, incomplete, or over your set limit.
-
Prepare the recipient listKeep one usable address per contact with a first name, and remove repeats. Record why any contact was skipped.
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Send personalized emailsFill the first-name placeholder in the manager's message and send each eligible contact a separate email. Record any sending errors.
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Report the resultsEmail the manager the sent addresses, skips, and send failures. Mark the approval email complete after the report goes out.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
12 tools
- Choose the mailbox, its ready-for-mail-merge and completed labels, and the manager email addresses allowed to approve a send.
- Tell managers to label an approval email only after its Group, Subject, and Body lines are final; the body must use {{first_name}} for personalization.
- Set the maximum number of contacts allowed in one approved send and maintain each labeled contact group as the intended recipient list.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Group Mail Merge:
The manager provides a Group line, Subject, and Body, then adds your chosen ready label. The body needs {{first_name}}.
You get a skip reason for contacts without a first name or usable primary address. Duplicate or malformed addresses also appear in the report.
Yes. You choose the maximum group size in setup. If the group exceeds it, the Agent sends nothing and tells the manager what to fix.
The Agent continues with other eligible contacts and lists that address as failed in the manager's report.
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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