Agents help Membership Managers keep member updates and follow-ups moving.
Send approved member emails and see who was skipped or failed.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved member lists and mark excluded or failed rows.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved member emails and report which records need fixing.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Send approved member emails and show which addresses were skipped.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Send approved member emails and return the updated contact list.
Your mail merge goes out from the mailbox you choose, and your recipient spreadsheet comes back with results beside every row.
Collect member registrations in a counted CSV after signup closes.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.