Step 1: Prepare your email template
Open the Mailbutler Sidebar:
👉 Gmail
👉 Outlook
Go to Account & Preferences → Templates.
Create Message Templates, optionally with the help of the AI-powered Smart Assistant, which can be accessed directly from the Templates section.
Add placeholders for recipient details, such as names, companies, and other contact information, so each recipient receives a personalized email.
Step 2: Add your contacts
Add your contacts to Mailbutler by connecting your contacts manager, CRM, or by importing contacts from a CSV file.
💡 Good to know: If you're using a CSV file, you can import your contacts directly in the compose window when setting up a Mail Merge.
Step 3: Send personalized emails
Use Mail Merge to send an individualized version of your email to each recipient.
Each recipient receives a personalized email based on the placeholders used in your message.
Step 4: Deliver emails at the right time
Use Smart Timing to deliver emails at the optimal date and time for each recipient, helping increase the chances of engagement.
Step 5: Review recipient engagement
Track opens and clicks to understand how recipients engage with your emails.
With Per-Recipient Tracking, you can view engagement for each recipient individually and identify who is most interested in your message.