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Add variables to your mail merge
To add variables to your mail merge, click the Insert Variables button at the bottom of your mail merge draft. Choose variables from your Streak contact fields, pipeline columns, or CSV import.
Preview variables in your mail merge
See what the personalized message looks like for each recipient by scrolling over recipients in the list on the right side of your mail merge.
Click the icon next to a recipient’s name to send yourself a preview of the exact message that person will receive. You’ll be able to see exactly how it will appear for them in your own inbox before sending the mail merge.