Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Check campaign lists before sending and report each row's result.
Your campaign emails go out through Gmail after the owner approves the draft. You get a report of every send, skip, and failure.
Record each approved campaign send and flag rows with missing details.
Your campaign tracker shows which mail merge emails went out and which recipients need your attention.
Check contact rows before sending and report list errors for repair.
Your mail merge goes out from your mailbox, and you get a clear report of confirmed emails and contacts that need attention.
Reconcile campaign delivery with sales lead records.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Post a daily digest of campaign review tasks and owners.
Your launch team sees reviews due soon, what is blocked, and who needs to act next, together in chat before the launch window.
Show campaign asset reviews due after launch handoff.
See which open asset reviews are due after your launch handoff in a morning chat message, with dates and links ready for planning.
Flag review deadlines that move past the campaign handoff.
See launch risks on your review cards when a changed deadline falls after the handoff on your calendar.
Keep the launch team's review summary current each workday.
Your launch team gets a fresh briefing every workday. The shared document points to reviews due today, overdue, or blocked.
Refresh launch board flags when the asset handoff date moves.
See which open asset reviews run past your launch handoff, with risk flags updated on your campaign board when the date moves.
Flag review gaps on campaign boards and notify asset owners.
Your board highlights ready assets missing reviewers, and their owners get a direct link to make the assignment before review stalls.
Record each contact's SMS result and surface failed deliveries.
Your team can queue personalized texts for a scheduled send and see which numbers need follow-up afterward.
Flag campaign tasks that reach review without a reviewer.
Your campaign owners see a blocker on the task when an asset reaches Ready for review without a named reviewer.