File signed agreements, route approval requests, check reviewers. Every one is ready to run, and you can adjust it in plain language.
Check merge fields before sending and record each contact's status.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Check merge fields before sending and keep a per-recipient log.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Check recipient rows before sending and record every outcome.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Check recipient rows, send approved emails, and log each result.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
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.
Link changed copy to its earlier approval and hold the handoff for review.
Keep revised copy from moving forward on an old approval, with a fresh review ready for your marketing operations coordinator.
Prepare a linked review and hold the changed card for your decision.
Your campaign review process keeps changed copy or dates on hold until the coordinator can review a request linked to the earlier decision.