Lessons

Mail Merge

This lesson will be available soon ;)

Scale up your email efficiency and follow up by sending customized messages to contacts in your pipeline or to a CSV email list. Each person will receive an individual message 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

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