☝️ We don't have a launch date just yet, automatic followups are still currently in beta. If you don't see this option but would like to try it out, please send us a chat using the chat button in the bottom-right corner of this article ⬇️
Our Mail Merge tool allows you to send personalized emails to your pipeline contacts or an imported email list. Send a single message or schedule an automatic follow-up sequence to increase engagement.
In this article
Start a mail merge and add recipients
Add contacts from your pipelines
To send a mail merge to contacts in your pipeline:
Select the boxes that you want to include in the mail merge. Then, click the checkbox next to a box name or next to the stage name to select all of the boxes in that stage.
Click the Mail Merge icon in the pipeline toolbar - it looks like a paper airplane! Choose whether you want to create a new mail merge or add these contacts to an existing mail merge.
View the recipient's list in the right-hand mail merge panel. From here, you can:
Choose to only include starred contacts or a custom contacts column
Send yourself a preview of the mail merge for a specific contact
Jump to the email history of anybody your team has already contacted
Remove individual contacts from the list
Add contacts from a CSV
If you haven't added contacts to your pipeline yet, you can send a mail merge by uploading a .CSV file - make sure it has a dedicated column for email addresses.
Add columns for each variable you want to use, like the recipient's first name or business name.
To upload a .CSV file for a mail merge:
Open a new email compose window. You can do this in 3 places:
the Gmail compose button
the plus "+" button next to Streak Sequences in the left-hand navigation menu
the plus "+" button in the top right corner of the My sequences list
Click Streak Drip next to the CC and BCC options.
Choose Upload CSV and select a file.
Compose your mail merge
Compose a message to your recipients - each person will receive an individual email, so they'll think you sent it to them directly. Include variables for a more personalized message.
Compose the first message and add variables
Add a subject line and email body to your message, just like a regular email.
Click the More tools icon in the toolbar at the bottom of the compose window (you may see Insert Variable if you haven't zoomed in or resized your window).
Click the Insert Variable icon to open the variables menu and select your variable.
Once you've added variables, you can hover over contacts in the recipient's list to preview the message for them. Then, click the preview icon to send a version to your mailbox.
Add follow-up emails to your mail merge
Schedule follow-up emails to increase engagement if recipients don't reply to your first message. When a recipient replies, they'll be excluded from the remaining messages in the mail merge so you can respond to them personally.
Follow-up emails are sent on the same email thread.
To schedule follow-up emails in mail merge:
Click Add followup in the right-hand Drip menu
Choose how many days to wait after the first message is sent.
Specify between business days (Monday - Friday) or any day (including weekends).
Choose a time to send the follow-up message. This will schedule the message for the chosen time in your (the email sender's) timezone.
Compose your message in the email body.
Send or schedule your mail merge
When you're happy with your mail merge, you can send it immediately or schedule it to send later.
To send your mail merge now, click the Start drip now button.
To schedule a mail merge:
Click Send Later in the right-hand Drip menu.
Choose a time to send the first message in the mail merge. Pick a suggested time, choose a date on the calendar, or type in a day and time like "Monday at noon."
See all of your mail merges in the Sequences list
Find all of your mail merges, whether they're completed, currently active, or drafts, in the Sequences list in the left-hand navigation.
Click on a mail merge to see a list of recipients and how they've engaged with your messages. You can also see which emails are still scheduled for them.
In the sequences list, you can find:
All of your mail merges past and present.
Data on how many recipients received, viewed, and replied to your emails.
When the first and the most recent emails were sent
Learn more about best practices when creating a mail merge and avoid having your emails be marked as spam in the related articles.