File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Catch missing merge details and report the contacts skipped during sends.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Check merge fields and send approved campaign emails.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send each ready campaign asset and question to its named reviewer.
Your named reviewer gets the asset and question in chat when your campaign task is ready for review.
Route ready campaign cards to the assigned reviewer with the current file.
Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.