01
Generate
Create documents or images from a template and structured data.
Personalized document delivery
Generate the file. Send it to the right person.
ActiveMerge matches every generated document or image with its source row, personalizes the email, and sends it through your Gmail, Outlook, or SMTP account.
One path from source data to sent file
Campaigns is the delivery layer for document automation. Each message keeps the recipient, source row, personalized copy, and attachment tied together.
02
Match
Map exactly one generated file to the source row that created it.
03
Personalize
Replace fields such as [First Name] and [Invoice Number].
04
Send and track
Queue delivery through your sender and record the result for each recipient.
Attachment matching is the product
Personalized delivery has one non-negotiable requirement: the right person must receive the right file. ActiveMerge validates the mapping before a campaign is allowed to send.
If an attachment is missing or cannot be verified, the email is not sent.
File mapping
One source row must produce exactly one deliverable file.
Recipient checks
Invalid email addresses are skipped. Duplicate recipients are blocked.
Pre-send proof
Preview with real row data and send a test before the full campaign.
Failure recovery
Retry failed recipients without resending to people already marked as sent.
Choose the delivery mode that fits the job
Review a completed batch before sending, or let a database status trigger generation and delivery for one record at a time.
Manual campaign
Best for a controlled batch that needs a final human review.
- Select a completed document or image job
- Choose the recipient email column
- Load reusable email copy
- Preview, test, save as draft, then send
Automatic delivery
Best for recurring document workflows from Airtable or Notion.
- Watch a source status every 5, 15, 30, or 60 minutes
- Generate one document per matching row
- Queue a one-recipient campaign
- Write processing status back to the source
A status change can finish the document workflow
Save the document template, email template, recipient field, sender, and status values once. ActiveMerge applies the same rules whenever a matching row appears.
Generated files can stay in ActiveMerge or be saved to Dropbox as part of the same automation.
Set up an automationAirtable invoice delivery
Delivery Status = Ready to Send generates the invoice PDF and queues it for the customer email field.
Notion certificates
An approved participant record becomes a certificate attached to a personalized message.
Recurring client reports
A final report status generates the client-specific file, optionally saves it to Dropbox, and queues delivery.
Employee onboarding
A prepared hire record becomes a personalized welcome letter or onboarding document.
Send through the account your team already uses
Each sending connection must be verified. ActiveMerge batches and rate-limits delivery while your provider's own policies still apply.
Gmail
Connect a Google account with OAuth and send personalized files through the mailbox recipients already recognize.
Connection: Google OAuth
Use: campaign and automation delivery
Outlook
Connect a Microsoft account with OAuth.
Custom SMTP
Use credentials from your preferred email provider.
A visible state for every campaign
Track progress at campaign and recipient level. Pause future sends, resume later, or repair the sender and retry only failed recipients.
Draft
Review recipients, copy, sender, and attachment type.
Queued
The send request is waiting for provider-aware dispatch.
Sending
Recipient jobs are moving through controlled batches.
Completed
Every recipient has reached a final sent or failed state.
Built for files that cannot be mixed up
Use Campaigns whenever every source row produces a different file for a different recipient.
Invoices and statementsCertificatesEmployee documentsClient reportsRenewal documentsPersonalized images
Questions before you send
Campaigns is for transactional delivery of personalized files, not newsletter marketing.
Can I personalize the subject and message?
Yes. Use square-bracket fields such as [First Name] or [Invoice Number].
Can a campaign send images?
Manual campaigns can send generated documents or images. Airtable and Notion email automations currently generate documents.
What if an attachment is missing?
The recipient is not emailed. The send is marked as failed for review.
Can I schedule a manual campaign?
Not currently. Save it as a draft and send when ready, or use a source-driven automation.
Does Campaigns track opens and clicks?
No. It tracks operational states such as pending, queued, sent, and failed.
What account is required?
Campaign sending requires an active plan or purchased credits, plus a verified Gmail, Outlook, or SMTP connection.
Stop matching files to emails by hand
Generate, personalize, attach, and send from one controlled workflow.