- AI-Agent
- Ready to Run
Send Mail Merge Emails
Personalize group emails and report sends, skips, and failures
Use this Agent instantly or customize it - no programming needed
- Ready label noticeReady label notice
Your ready label identifies the campaign request email that starts a run.
- Campaign request emailCampaign request email
Your request names the contact group and contains the final subject and message template.
- Campaign contact groupCampaign contact group
Your chosen group supplies each member's name, email addresses, and organization.
- Suppression groupSuppression group
Your suppression group identifies contacts who must not receive the campaign.
- Campaign settingsCampaign settings
Your settings name allowed requesters, the ready label, and supported template fields.
Your requests arrive in mail merge mailbox, which sends each personalized email and the results reply.
Your contact group holds the campaign group and suppression group, including each member's contact details.
- Correction replyCorrection reply
Your reply names the request, group, or access issue to fix before any campaign email goes out.
- Correction replyCorrection reply
Your reply names the request, group, or access issue to fix before any campaign email goes out.
- Personalized emailsPersonalized emails
Each eligible contact gets a separate email filled with only their own details.
- Per-contact reportPer-contact report
Your reply lists every member's send ID or the reason they were skipped or failed.
This Agent reads campaign requests you mark approved and ready. It checks the named group and opt-outs before sending personalized emails. You get a report for every group member.
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GmailUsed as:
- Mail merge mailbox
Your requests arrive in Gmail, which sends each personalized email and the results reply.
Microsoft OutlookUsed as:
- Mail merge mailbox
Your requests arrive in Microsoft Outlook, which sends each personalized email and the results reply.
LeadConnectorUsed as:
- Contact group
LeadConnector holds the campaign group and suppression group, including each member's contact details.
monday.comUsed as:
- Contact group
monday.com holds the campaign group and suppression group, including each member's contact details.
ZoomUsed as:
- Contact group
Zoom holds the campaign group and suppression group, including each member's contact details.
- Mail merge mailbox
Your requests arrive in Zoom, which sends each personalized email and the results reply.
BrevoUsed as:
- Contact group
Brevo holds the campaign group and suppression group, including each member's contact details.
Google ContactsUsed as:
- Contact group
Google Contacts holds the campaign group and suppression group, including each member's contact details.
Constant ContactUsed as:
- Contact group
Constant Contact holds the campaign group and suppression group, including each member's contact details.
Microsoft Office 365Used as:
- Mail merge mailbox
Your requests arrive in Microsoft Office 365, which sends each personalized email and the results reply.
ClickSend SMSUsed as:
- Contact group
ClickSend SMS holds the campaign group and suppression group, including each member's contact details.
SendGridUsed as:
- Contact group
SendGrid holds the campaign group and suppression group, including each member's contact details.
Zoho MailUsed as:
- Mail merge mailbox
Your requests arrive in Zoho Mail, which sends each personalized email and the results reply.
MailjetUsed as:
- Contact group
Mailjet holds the campaign group and suppression group, including each member's contact details.
MarketoUsed as:
- Contact group
Marketo holds the campaign group and suppression group, including each member's contact details.
Made for your industry
Send Mail Merge Emails is made for businesses in these industries.
- Advertising and Marketing
Send approved client campaigns to eligible contacts in saved groups.
Show all Agents for the Advertising and Marketing industry - Retail
Send personalized promotions to eligible shoppers in a contact group.
Show all Agents for the Retail industry - Real Estate
Send approved listing emails to eligible contacts in a saved group.
Show all Agents for the Real Estate industry - Professional Associations
Send personalized member emails and report anyone skipped.
Show all Agents for the Professional Associations industry - Nonprofit Organizations
Send approved supporter emails with each contact's details filled in.
Show all Agents for the Nonprofit Organizations industry - Event Management
Personalize event emails for each eligible contact in a group.
Show all Agents for the Event Management industry
Made for your role
Send Mail Merge Emails is made for people in these roles.
- Campaign Manager
Report each campaign's sends and skips by contact.
Show all Agents for the Campaign Manager role - Campaign Coordinator
Send each approved campaign to eligible group members.
Show all Agents for the Campaign Coordinator role - Marketing Operations Coordinator
Check contact details and suppressions before campaign emails go out.
Show all Agents for the Marketing Operations Coordinator role - Marketing Coordinator
Send approved campaigns to contact groups and account for skips.
Show all Agents for the Marketing Coordinator role - Marketing Manager
Report which contacts were sent a campaign and which were skipped.
Show all Agents for the Marketing Manager role - Email Marketing Specialist
Personalize approved email campaigns and log each send result.
Show all Agents for the Email Marketing Specialist role - Event Coordinator
Send personalized event updates to eligible contact groups.
Show all Agents for the Event Coordinator role - Membership Manager
Send personalized member campaigns and report skipped contacts.
Show all Agents for the Membership Manager role - Outreach Coordinator
Send personalized outreach to eligible contacts in saved groups.
Show all Agents for the Outreach Coordinator role - Communications Coordinator
Send approved group messages with each contact's details filled in.
Show all Agents for the Communications Coordinator role - Demand Generation Manager
Send approved lead campaigns to eligible contacts in saved groups.
Show all Agents for the Demand Generation Manager role - Fundraiser
Send approved donor emails to eligible contacts in a saved group.
Show all Agents for the Fundraiser role
Made for your department
Send Mail Merge Emails is made for people in these departments.
- Marketing
Send approved email campaigns and report each contact's result.
Show all Agents for the Marketing department - Communications
Send approved updates to contact groups with personal details filled in.
Show all Agents for the Communications department - Events
Send personalized event messages to eligible contacts in a group.
Show all Agents for the Events department - Membership
Send personalized member emails and flag contacts who were skipped.
Show all Agents for the Membership department - Outreach
Send approved group outreach and record each contact's result.
Show all Agents for the Outreach department - Fundraising
Send approved donor campaigns to eligible contact groups.
Show all Agents for the Fundraising department
How Send Mail Merge Emails works
5 steps, in order, on every run.
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Check the approved requestRead the labeled email and verify its sender, group name, and final message. Reply with needed corrections before sending any campaign emails.
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Check the contact groupFind the named group and your opt-out group. Ask the requester to fix missing groups or incomplete lists before sending.
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Prepare personalized emailsChoose one usable address per member and fill the approved template. Skip opt-outs, unusable addresses, duplicates, or missing required details.
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Send eligible emailsSend a separate message to each eligible contact from your mailbox. Record the message ID or sending error for that contact.
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Report every resultReply to the requester with a result for every group member. Include each address, send ID, or reason for skipping or failure.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or LeadConnector.
14 tools
- Connect the campaign mailbox and contact book, and choose the mailbox label that means a campaign request is approved and ready to send.
- Name the requesters allowed to use that label, and require each request email to contain the exact contact group name, final subject, and final body template.
- Choose a contact group for people who must never receive these campaigns, and keep it current with opt-outs.
- Allow only the contact fields first name and organization as template placeholders; decide which are required for each campaign in its approved template.
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 Emails:
You choose the approved-and-ready mailbox label and which requesters may use it. Each request needs the exact group name, subject, and final message.
You choose an opt-out group and keep it current. The Agent also skips contacts with unusable or duplicate addresses or missing details required by your template.
You provide the final subject and body in the request. You can use first name and organization as placeholders; choose which values your template requires.
You get a failed result for that contact, and the Agent continues with other eligible contacts. The report shows the error; a send ID means the mailbox accepted the message, not that it was delivered.
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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