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Scale up your email efficiency by sending customized messages to contacts in your pipeline or to a CSV email list. Each person will receive an individual message from your email address that looks like it was sent directly to them.
In this video, you’ll learn how to:
- Send a mail merge two different ways: to contacts in your pipeline or by uploading a CSV file
- Personalize your message with custom variables
- Test your message before sending it to recipients
- Incorporate pro tips and best practices
0:27 Mail merge features overview
0:47 Add recipients from your pipeline or saved view
2:19 See if you or your team have already emailed any of your recipients, remove recipients from the list
2:34 Compose your message with variables for personalization
3:04 Fix any errors with your variables
3:27 Send a test to your own inbox to preview the message
3:39 Pro tips to avoid being marked as spam
3:58 Send your mail merge now or schedule it for later
4:08 Upload a .CSV file to send to an email list
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