Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Send approved outreach batches and show exactly which rows need review.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved outreach once per recipient and flag rows needing fixes.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved outreach to a saved group without duplicate addresses.
Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.
Send approved outreach to eligible contacts and report skips.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Send personalized outreach to eligible contacts in saved groups.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
Send approved outreach and return a result for every contact.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.
Send approved outreach emails and identify contacts needing review.
Your campaign tracker shows which mail merge emails went out and which recipients need your attention.