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Mail Merge in Coda

How to send custom emails to your contact list with the push of a button.
Justin Hales
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Mail merge Instructions

Add your own contacts to the
Messages to send
⁠
. Include the contact’s email and a CC email (optional)
Write a new message in
Message templates
⁠
. For variables, use numbered brackets like {1}, {2}, etc. See the
FORMAT formula
⁠
for more details.
Add columns in
Messages to send
⁠
for each variable unique to that person. In the example below, there are 3 variables: first name, table number, and assigned concierge.
Update the formula in the Message column to reference those variables (expand for example)
⁠
image.png
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⁠
Click the button to either create a Gmail draft or send the email directly.
If you need to reset the send, delete the text that appears in the Sent? column after you click the buttons.
Message templates
⁠
⁠

Messages to send
First Name
Last Name
To: Email
Message to send
CC email (optional)
Assigned Concierge
Table Number
Message
Create Draft
Send email
Sent?
1
Becky
George
becky.george5@zoomit.com
Dinner invitation this Friday
​
Renee Sims
1
Hi Becky, I’m excited to invite you to dinner this Friday, Mar 12, at 6:00pm. You’ll be seated at table number 1 and your assigned concierge for the evening is Renee Sims. Looking forward to seeing you there! Justin
Create draft
Send email
​
2
Alyvia
Cope
alyvia.cope6@finhigh.com
Dinner invitation this Friday
​
Andi Lane
2
Hi Alyvia, I’m excited to invite you to dinner this Friday, Mar 12, at 6:00pm. You’ll be seated at table number 2 and your assigned concierge for the evening is Andi Lane. Looking forward to seeing you there! Justin
Create draft
Send email
​
3
Clyde
Lucas
clyde.lucas5@bioholding.com
Dinner invitation this Friday
​
Addisyn Ames
3
Hi Clyde, I’m excited to invite you to dinner this Friday, Mar 12, at 6:00pm. You’ll be seated at table number 3 and your assigned concierge for the evening is Addisyn Ames. Looking forward to seeing you there! Justin
Create draft
Send email
​
4
Lana
Steiner
lana.steiner4@kinnamplus.com
Dinner invitation this Friday
​
Donald Chavez
4
Hi Lana, I’m excited to invite you to dinner this Friday, Mar 12, at 6:00pm. You’ll be seated at table number 4 and your assigned concierge for the evening is Donald Chavez. Looking forward to seeing you there! Justin
Create draft
Send email
​
5
Loren
Spears
loren.spears5@rundofase.com
Dinner invitation this Friday
​
Phoenix Baker
5
Hi Loren, I’m excited to invite you to dinner this Friday, Mar 12, at 6:00pm. You’ll be seated at table number 5 and your assigned concierge for the evening is Phoenix Baker. Looking forward to seeing you there! Justin
Create draft
Send email
​
There are no rows in this table
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