Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
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.
Catch missing merge fields and duplicate addresses before sends.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
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.
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.
Check imported ad leads for missing contact details before sales handoff.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
Reschedule campaign texts after number or timing edits.
Your team sees a new send time or a clear hold reason after a text changes, then the carrier's delivery result when it arrives.