File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Send approved member emails and flag addresses needing correction.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved member outreach and flag duplicate recipients.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send member notices from current rows and flag contacts to fix.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send member outreach and show which addresses were skipped.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.