Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Check campaign list rows and record each personalized email result.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need 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.
Apply saved UTM values to new destinations and update the campaign tracker.
Your campaign owners get a ready-to-use tracking link by email whenever you add a destination page to the tracker.