How to Run an Email Campaign with Mail Merge

Created by Albert Jou, Modified on Thu, 6 Jun at 7:42 AM by Albert Jou

Let's Start

Open your Dashboard
Click on Mail Merge Tool option in the side bar on the left

Connecting with google

To get start just connect your Email Account

Select the Account you want to connect

Then click on "New Mail Merge" to start your campaign

After that a new page open In front of you, and here you will have everything you need to build a dynamic sequence

How to build a dynamic sequence?

Step 1

First of all you have to give your Campaign a Name

Step 2

then select the people you want to send it

You will see multiple option

Select Folder
Select individually
Upload CSV

just select what you want

Step 3

When you click on Select folder option you will see some option, then you can either select a bunch of leads

Step 4

When you click on Select Individually option, you can straight from your folders or handpick them individually

Step 5

You can also Upload a CSV File to get all the right contacts in

Step 6

Just use the handy Template to make sure your CSV is in the right format

Pop in your catchy email subject here and Start Typing Away!

Step 7

you can also Use any Template that you have previously created for maximum efficiently

How to you use template?

Click on Use Template option

Just select the Template you want to Use

Note

To create a template

Go back to the mail merge main page and click "Email Template"

Then click on create Template to craft your perfect go to message

Here is your Template

Now back to your campaign

Want some personalization?

Click on insert Placeholder

Here you can include Personalized Information like your subject's Name, Company or Email Address

Note

you can start you campaign right away

Or schedule for it to be delivered at a different time

Leaving you free to do other things without having to worry about it

Want to create an email sequence with multiple touches?

Just click Add touch and design away as far into the future as you want

After the set Number of business days

Your next touch will be sent out automatically

Step 1

Step 2

To make sure everything is tip top ?

Click on Preview, to preview your Email before hitting send

here you can see your Preview

Tip

You can also choose to Save & Exit to comeback

You can make any changes at a later time

Just click on edit

After that all procedure just Accept

Click on Start Campaign

Finally here is your campaign look like,

"Shed some tears of pride as your shinny new campaign flies of into the world"

But wait a second, you call out to your email. Come back!

Note

You can still Stop your campaign even after you have hit send

Note

The little email icon indicates whether the touch has been sent

Green means it is been sent
Black means it has not been sent

And what about those juic, juicy analytics?

You can view the open and reply rate for each campaign.

Or click View to dive deeper

After that you will able to see the Rates for Each touch