Fix common mail-merge errors

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See it in action

0:45 · With captions

Elite Mail Suite · Video walkthroughEnglish narration & captions

Read the video transcript

Create a campaign named Partner briefings. Check the sender and business details, then continue.

Add first-name and company fields with fallback text. Write the message, add a three-day follow-up, and continue to recipients.

Select Maya and Jon, then continue. Review the two recipients and the follow-up timing together.

Run preflight and read each result. This example needs sender setup before it can be launched.

Return to Campaigns to find the saved draft. Complete the flagged checks before approving a live send.

Prepare personalized emails

1. 01

   Prepare a clean source

   Use Contacts/Lists, CSV, or a Google Sheets source offered by the recipient import dialog. A Sheets import needs headers, an email column, a valid range, and read-only authorization.

2. 02

   Check the fields

   Match the import headers to the fields used in your message. Use a fallback such as {{first_name|there}} or {{company|your team}}.

3. 03

   Preview representative rows

   Inspect at least one complete record and one record with missing optional fields. Check subject, body, links, and punctuation.

4. 04

   Review delivery scope

   Use a campaign for separate emails with recipient-level tracking. Confirm the final audience and suppression checks before launch.

IN YOUR WORKSPACE

What it looks like

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Enlarge screenshot

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The actual campaign message editor uses supported personalization fields.

1. 1
   Setup steps

   Move through setup, message, recipients, and review.

2. 2
   Personalization

   Use supported merge fields and fallback text in the subject and body.

3. 3
   Continue

   Preview the audience and message before approving a launch.