Merge to Draft

In this mode add-on creates drafts only and does not send any emails. Resulting drafts are in your Gmail Drafts folder. There are two main use cases for this mode.

REQUIREMENT: Before you can start a merge job in Merge to Draft mode you must configure recipients column and draft ids column in the output configuration editor. Add-on will use email addresses from the recipients columns and will set draft ids into the draft ids column.

TEST MERGE CONFIGURATION

First use case is to test your merge configuration. When you have added new merge fields or you have changed output configuration use this mode to generate drafts and see results without sending any emails. Once you are happy with the outcome you can switch to Merge to Send mode or use the two-phase merge approach described below to send out personalized emails.

TWO-PHASE MERGE

AnyMerge Mail add-on can be configured to do complex merge tasks from simple text merge to more time consuming tasks like merging QR codes and adding multiple attachments. More complex the merge setup is more time add-on spends processing each row and you can easily end up with processing times over one minute for a single row.

In such scenarios where you have very complex mappings and you would like to process hundreds of rows use two-phase merge approach. In the first phase use Merge to Draft mode and add-on will create drafts only. This part might take several hours to complete. Just make sure your workstation will not go to sleep and let the add-on crunch the data. Once the job is done you will have a couple of hundreds of drafts sitting in your drafts folder.

Once is the right time to send the drafts switch to Draft to Send mode. Add-on will use drafts ids stored in a column and will send them immediately.

While creating drafts is slow and time consuming process sending already created drafts is much faster. Take advantage of two-phase merge when you need to send many emails with complex mappings.


TIP: Run the add-on in parallel to speed up processing of rows.