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 scheduled notices to eligible contacts and report skipped rows.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Email the proposed appeal to the organizer for copy review.
Get a Giving Tuesday social media post based on your brief. Review the copy in your inbox and the unpublished draft in your scheduler.
Send approved customer messages without filling each email by hand.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.
Send approved announcements as individual emails.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved audience messages from the shared mailbox once per address.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.