Learn how to create Message Templates with placeholders here.
Learn how to use Mail Merge here.
1. Open the Mailbutler Sidebar in your email client.
2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.
3. A new window will open. Select Integrations under Preferences in the sidebar on the left.
4. Click the plus icon.
5. Next, choose the contacts manager or CRM tool you would like to connect, or select CSV Contacts if you prefer to fetch contacts from a CSV file into Mailbutler.
6. If on-screen instructions appear, please follow them.
7. Your contacts manager is now connected to Mailbutler. Mailbutler will automatically fetch contact details to fill in your placeholders when you use Message Templates or Mail Merge.
