- AI-Agent
- Ready to Run
Send Mail Merge
Email eligible segment contacts and report who needs attention
Use this Agent instantly or customize it - no programming needed
- approved mail merge requestapproved mail merge request
Your approved request names the owner and segment and supplies the subject and message.
- segment contactssegment contacts
Your selected segment supplies contacts, merge values, and email suppression status.
- sending rulessending rules
Your setup sets approved owners, required merge fields, a recipient limit, and suppression rules.
- mailbox sending addressmailbox sending address
Your mailbox supplies its sending address for the approved sender check.
Your campaign request form sends each approved request with its selected segment and message.
Your contact manager supplies the selected contacts, their merge details, and email suppression status.
Your campaign mailbox provides its sending address and sends individual emails and the owner's tally.
- request correctionrequest correction
Your campaign owner receives the exact issue before any contact email goes out.
- request correctionrequest correction
Your campaign owner receives the exact issue before any contact email goes out.
- personalized recipient emailspersonalized recipient emails
Your mailbox accepts a separate personalized message for each eligible contact.
- send tally and correction listsend tally and correction list
Your campaign owner sees send counts and reasons for each skipped or failed contact.
This Agent starts when you approve a mail merge in your campaign form. It checks the selected segment and sends personalized emails from your campaign mailbox. You get a tally of sends and contacts needing attention.
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GmailUsed as:
- Campaign request form
Gmail sends each approved request with its selected segment and message.
- Campaign mailbox
Gmail provides its sending address and sends individual emails and the owner's tally.
Google FormsUsed as:
- Campaign request form
Google Forms sends each approved request with its selected segment and message.
Microsoft OutlookUsed as:
- Campaign request form
Microsoft Outlook sends each approved request with its selected segment and message.
- Campaign mailbox
Microsoft Outlook provides its sending address and sends individual emails and the owner's tally.
LeadConnectorUsed as:
- Contact manager
LeadConnector supplies the selected contacts, their merge details, and email suppression status.
TypeformUsed as:
- Campaign request form
Typeform sends each approved request with its selected segment and message.
AirtableUsed as:
- Campaign request form
Airtable sends each approved request with its selected segment and message.
monday.comUsed as:
- Campaign request form
monday.com sends each approved request with its selected segment and message.
- Contact manager
monday.com supplies the selected contacts, their merge details, and email suppression status.
Gravity FormsUsed as:
- Campaign request form
Gravity Forms sends each approved request with its selected segment and message.
Squarespace FormsUsed as:
- Campaign request form
Squarespace Forms sends each approved request with its selected segment and message.
ZoomUsed as:
- Contact manager
Zoom supplies the selected contacts, their merge details, and email suppression status.
- Campaign mailbox
Zoom provides its sending address and sends individual emails and the owner's tally.
BrevoUsed as:
- Contact manager
Brevo supplies the selected contacts, their merge details, and email suppression status.
FlodeskUsed as:
- Contact manager
Flodesk supplies the selected contacts, their merge details, and email suppression status.
TallyUsed as:
- Campaign request form
Tally sends each approved request with its selected segment and message.
KlaviyoUsed as:
- Contact manager
Klaviyo supplies the selected contacts, their merge details, and email suppression status.
Constant ContactUsed as:
- Contact manager
Constant Contact supplies the selected contacts, their merge details, and email suppression status.
Cognito FormsUsed as:
- Campaign request form
Cognito Forms sends each approved request with its selected segment and message.
systeme.ioUsed as:
- Contact manager
systeme.io supplies the selected contacts, their merge details, and email suppression status.
Microsoft Office 365Used as:
- Campaign request form
Microsoft Office 365 sends each approved request with its selected segment and message.
- Campaign mailbox
Microsoft Office 365 provides its sending address and sends individual emails and the owner's tally.
ClickSend SMSUsed as:
- Contact manager
ClickSend SMS supplies the selected contacts, their merge details, and email suppression status.
Fillout FormsUsed as:
- Campaign request form
Fillout Forms sends each approved request with its selected segment and message.
WufooUsed as:
- Campaign request form
Wufoo sends each approved request with its selected segment and message.
SendGridUsed as:
- Contact manager
SendGrid supplies the selected contacts, their merge details, and email suppression status.
Zoho FormsUsed as:
- Campaign request form
Zoho Forms sends each approved request with its selected segment and message.
Zoho MailUsed as:
- Campaign request form
Zoho Mail sends each approved request with its selected segment and message.
- Campaign mailbox
Zoho Mail provides its sending address and sends individual emails and the owner's tally.
Formidable FormsUsed as:
- Campaign request form
Formidable Forms sends each approved request with its selected segment and message.
Ninja FormsUsed as:
- Campaign request form
Ninja Forms sends each approved request with its selected segment and message.
GetResponseUsed as:
- Contact manager
GetResponse supplies the selected contacts, their merge details, and email suppression status.
FormstackUsed as:
- Campaign request form
Formstack sends each approved request with its selected segment and message.
PaperformUsed as:
- Campaign request form
Paperform sends each approved request with its selected segment and message.
EmailOctopusUsed as:
- Contact manager
EmailOctopus supplies the selected contacts, their merge details, and email suppression status.
Customer.ioUsed as:
- Contact manager
Customer.io supplies the selected contacts, their merge details, and email suppression status.
MailjetUsed as:
- Contact manager
Mailjet supplies the selected contacts, their merge details, and email suppression status.
PipefyUsed as:
- Campaign request form
Pipefy sends each approved request with its selected segment and message.
OntraportUsed as:
- Campaign request form
Ontraport sends each approved request with its selected segment and message.
VideoAskUsed as:
- Campaign request form
VideoAsk sends each approved request with its selected segment and message.
OmnisendUsed as:
- Contact manager
Omnisend supplies the selected contacts, their merge details, and email suppression status.
SenderUsed as:
- Contact manager
Sender supplies the selected contacts, their merge details, and email suppression status.
Elfsight FormsUsed as:
- Campaign request form
Elfsight Forms sends each approved request with its selected segment and message.
Jotform EnterpriseUsed as:
- Campaign request form
Jotform Enterprise sends each approved request with its selected segment and message.
KintoneUsed as:
- Campaign request form
Kintone sends each approved request with its selected segment and message.
FormsiteUsed as:
- Campaign request form
Formsite sends each approved request with its selected segment and message.
Made for your industry
Send Mail Merge is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns to selected contacts and report skipped names.
Show all Agents for the Advertising and Marketing industry - Retail
Email selected shoppers a personalized campaign and report contacts missed.
Show all Agents for the Retail industry - Professional Associations
Send approved member emails to selected groups and flag missing details.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Email selected supporters from an approved campaign and report skipped contacts.
Show all Agents for the Nonprofit Organizations industry - Event Management
Send event campaign emails to selected contacts and report skipped invitees.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge is made for people in these roles.
- Campaign Manager
Send approved campaigns to selected contacts and see the final send tally.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Check segment recipients and send individual emails after campaign approval.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Catch missing merge details and report the contacts skipped during sends.
Show all Agents for the Marketing Operations Coordinator role - Marketing Manager
Send approved campaign emails and see which contacts need attention.
Show all Agents for the Marketing Manager role - Email Marketing Specialist
Send personalized campaign emails and identify contacts who need a fix.
Show all Agents for the Email Marketing Specialist role - Communications Specialist
Send approved messages to selected contacts and flag incomplete records.
Show all Agents for the Communications Specialist role - Membership Manager
Send personalized messages to selected members and see who was missed.
Show all Agents for the Membership Manager role
Made for your department
Send Mail Merge is made for people in these departments.
- Marketing
Send approved campaign emails to chosen segments and report send results.
Show all Agents for the Marketing department - Communications
Send personalized updates to selected contacts and flag skipped names.
Show all Agents for the Communications department - Events
Send approved event emails to selected contacts and report missing details.
Show all Agents for the Events department - Membership
Send member messages to selected groups and flag records needing attention.
Show all Agents for the Membership department
How Send Mail Merge works
5 steps, in order, on every run.
-
Check the approved requestConfirm the form approval, sender, and message meet your rules. Email the owner the exact issue if the request fails.
-
Read the selected segmentRead every contact in the selected segment. Stop and email the owner if the group exceeds your recipient limit.
-
Screen contacts for sendingSkip contacts with bad addresses or missing merge values. Set aside suppressed and duplicate addresses too.
-
Personalize and send emailsFill in each eligible contact's details. Send complete messages separately and flag unresolved fields or sending errors.
-
Report the send resultsEmail the owner sent and unsent counts with reasons for skips or failures. List sent addresses and message IDs.
How to Get Started
Connect the tools you already use, such as Gmail, Google Forms or Microsoft Outlook.
41 tools
- Choose the campaign request form and the email addresses allowed to approve a send.
- Set the approved sending mailbox, its per-run recipient limit, and the fields required for personalization.
- Agree that only contacts in the selected segment with usable addresses and no email suppression may receive a message.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Mail Merge:
You choose the email addresses allowed to approve sends on your campaign form. Other submissions cannot start a send.
You choose the segment and recipient limit. The Agent skips suppressed contacts, bad or duplicate addresses, and missing merge details, then names them in your tally.
You get the failed contact in your tally for review. The Agent does not count an uncertain send as sent or automatically resend it.
A sent result means your campaign mailbox accepted the message. It does not tell you whether the contact received or opened it.
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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