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🤖 Automatic Background Processing & Scheduling

Mail Merge allows you to put your campaigns on autopilot. You can configure the system to watch for new spreadsheet rows or send specific emails at pre-defined dates and times.

🕒 Periodic Background Processing​

Background processing allows Mail Merge to run even when your browser is closed. Once enabled, the system runs every hour to check your spreadsheet for new data.

How to Enable Background Processing​

You can activate this feature in two ways:

  1. From the Campaign List: Click the "Activate/Pause Periodic Processing" button next to your specific campaign.
  2. During Creation/Edit: In the Basic Tab of your campaign settings, check the box labeled "Enable Continuous & Scheduled Processing."

How it Works​

  • New Row Detection: Every hour, the system scans your attached Google Sheet.
  • Auto-Process: If it finds a row without a status (where "Campaign Merge Status" is empty), it will automatically personalize and send the email.
  • Quota Management: Background runs respect your daily Google sending limits.

📅 Schedule Specific Emails (Row-Level)​

If you want specific rows to be sent at different times (e.g., a "Happy Birthday" email or a follow-up), you can use the Scheduled Date feature.

1. Initialize the Column​

The "Scheduled Date" column is automatically created by Mail Merge after your first test run or successful campaign launch.

2. Format the Column (Required)​

To ensure the system recognizes your input, you must format the column as a Date/Time object:

  1. Highlight the Scheduled Date column in Google Sheets.
  2. Go to Format > Number > Date and Time.

3. Set Your Times​

Enter the desired delivery date and time for each recipient in the row.

  • Trigger Logic: When the background process runs (every hour), it compares the current time to your "Scheduled Date" value.
  • Execution: If the scheduled date is in the past and the row hasn't been sent yet, the email will be dispatched.

Note: Emails are not sent at the exact minute specified. They are sent during the next hourly background "sweep" after your scheduled time has passed.

🧪 Testing your Schedule​

You can verify that your scheduling logic is working without waiting an hour:

  1. Go to Fetch Run Config.
  2. Select Debug Mode.
  3. Enter the row number where you have set a "Scheduled Date."
  4. The Debug log will show you if the system recognizes the date.It will skip the row if the date time mentioned is in the future .
  5. If you use Debug Mode along with Test Mode and the scheduled Date has passed it will send you an Email and will not update the status column.

💡 Best Practices​

  • Timezones: The "Scheduled Date" is calculated based on your Spreadsheet's Timezone. Ensure this is set correctly in File > Settings in your Google Sheet.
  • Batching: If you add 1,000 rows at once, the background process will work through them in batches during its hourly runs to stay within performance limits.