┌─────────────────────────────────────────────────────┐

│ ACTIONS TAB │

├─────────────────────────────────────────────────────┤

│ Row 1: [ Merge ] [ Builder ] [ Export ] │

│ Row 2: [ Email Campaigns ] [ Analytics ] [ Config ]│

└─────────────────────────────────────────────────────┘

Purpose Flow

Data Tab Actions Tab Result

│ │ │

├─> Upload CSVs ────┐ │

├─> Add Media ────┤ │

└─> Create Templates ────┤ │

│ │

├──> MERGE ─────────────┼──> Word Documents

│ │

├──> BUILDER ──────────┼──> Placeholders

│ │

├──> EXPORT ───────────┼──> Power Automate

│ │

└──> EMAIL ────────────┴──> Sent Emails

---

Merge Data Flow Visualizations

Option 1: One Per Page

Template Data CSV Output

┌──────────┐ ┌─────────────┐ ┌──────────┐

│ Dear │ │ Row 1: John │ │ Dear John│

│ <> │ + │ Row 2: Jane │ = │ Smith │

│ │ │ Row 3: Bob │ │ │

│ Letter │ └─────────────┘ ├──────────┤

│ content │ │ Dear Jane│

└──────────┘ │ Doe │

│ │

├──────────┤

Repeat for each row │ Dear Bob │

│ Johnson │

│ │

└──────────┘

3 pages created

Start

│

▼

Load Template

│

▼

Read CSV Row 1

│

▼

Replace <>

│

▼

Insert Page Break

│

▼

Read CSV Row 2

│

▼

Replace <>

│

▼

Insert Page Break

│

▼

... Continue for all rows ...

│

▼

Final Document

---

Option 2: Single Document (ForEach Loops)

Template with Loop Data Output

┌─────────────────────┐ ┌──────────────────┐ ┌─────────────────────┐

│ Invoice #<> │ │ Invoice: 12345 │ │ Invoice #12345 │

│ Customer: <> │ │ Customer: Acme │ │ Customer: Acme Corp │

│ │ │ │ │ │

│ ITEMS: │ │ Items: │ │ ITEMS: │

│ <%OrderItems%> │ │ Widget - $29 │ │ • Widget - $29.99 │

│ • <> - $<<$>>│ + │ Gadget - $49 │ = │ • Gadget - $49.99 │

│ <%end%> │ │ Gizmo - $19 │ │ • Gizmo - $19.99 │

│ │ │ │ │ │

│ Total: <> │ │ Total: $97.98 │ │ Total: $97.98 │

└─────────────────────┘ └──────────────────┘ └─────────────────────┘

1 document, 3 items

Master Record Detail Records (Array)

┌──────────────────┐ ┌──────────────────────┐

│ InvoiceNumber │ │ Item 1: Widget $29 │

│ CustomerName │ ────────>│ Item 2: Gadget $49 │

│ InvoiceDate │ │ Item 3: Gizmo $19 │

│ TotalAmount │ └──────────────────────┘

└──────────────────┘ │

│ │

▼ ▼

Fill main fields Repeat loop for each item

│ │

└───────────────┬───────────────┘

│

▼

Single Document with

all items included

---

Option 3: Flow Columns

Template (2 columns) Output

┌─────────────┬─────────────┐ ┌─────────────┬─────────────┐

│ │ │ │ Product A │ Product D │

│ │ │ │ $19.99 │ $39.99 │

│ <> │ <> │ ═══> │ │ │

│ $<> │ $<> │ │ Product B │ Product E │

│ │ │ │ $29.99 │ $49.99 │

│ │ │ │ │ │

└─────────────┴─────────────┘ │ Product C │ Product F │

│ $24.99 │ $59.99 │

│ │ │

└─────────────┴─────────────┘

Data flows down and across

---

Builder Construction Diagrams

Tab 1: Basic Fields

User Actions Builder Output

┌─────────────────────┐ ┌─────────────────┐

│ 1. Select Data File │ │ │

│ ▼ │ │ │

│ 2. Select Field │ │ <> │

│ ▼ │ ═══> │ │

│ 3. Choose Type: │ │ [Preview Box] │

│ ○ Text │ │ │

│ ● Image │ │ [[FieldName]] │

│ ▼ │ │ │

│ 4. Click Insert │ │ │

└─────────────────────┘ └─────────────────┘

│

▼

Into Word Document

---

Tab 2: Post-Processing Function Chain

Building a Multi-Function Placeholder:

Step 1: Select Field <>

│

▼

Step 2: Add Function 1 {{FormatCurrency|<>}}

│

▼

Step 3: Add Function 2 {{Default|{{FormatCurrency|<>}}|$0.00}}

│

▼

Step 4: Add Function 3 {{Bold|{{Default|{{FormatCurrency|<>}}|$0.00}}}}

│

▼

Final Output Bold "$29.99" or Bold "$0.00" if empty

Start: Price = 29.99

│

▼

┌─────────────────────┐

│ FormatCurrency │ → "$29.99"

└─────────────────────┘

│

▼

┌─────────────────────┐

│ Default (check) │ → "$29.99" (not empty, keep it)

└─────────────────────┘

│

▼

┌─────────────────────┐

│ Bold │ → $29.99

└─────────────────────┘

│

▼

Display

---

Tab 3: Conditional Logic

Conditional Block Structure:

<#if Status = VIP>

┌──────────────────────────────┐

│ ⭐ VALUED VIP CUSTOMER │ ←─── Shows when TRUE

│ Special Discount: 20% OFF │

└──────────────────────────────┘

<#else>

┌──────────────────────────────┐

│ Thank you for your order │ ←─── Shows when FALSE

└──────────────────────────────┘

Start

│

▼

┌───────────────┐

│ Check Status │

└───────────────┘

│

┌───────┴───────┐

│ │

YES │ │ NO

│ │

▼ ▼

┌────────┐ ┌────────┐

│ VIP │ │ Regular│

│ Content│ │ Content│

└────────┘ └────────┘

│ │

└───────┬───────┘

│

▼

Display

---

Tab 4: Loop Blocks

Master-Detail Relationship:

Master Record (Invoice) Detail Records (OrderItems)

┌────────────────────┐ ┌─────────────────────────────┐

│ InvoiceNumber: 123 │────────────────>│ Row 1: Widget | 2 | $29 │

│ CustomerName: Acme │ │ Row 2: Gadget | 1 | $49 │

│ InvoiceDate: 1/23 │ │ Row 3: Doohickey| 5 | $9 │

│ TotalAmount: $159 │ └─────────────────────────────┘

└────────────────────┘ │

│ │

│ <%OrderItems%> │

│ ┌──────────────────┐ │

└──────>│ Main Fields │ │

│ • InvoiceNumber │ │

│ • CustomerName │ │

└──────────────────┘ │

│ │

└───────────┬───────────┘

│

┌───────────▼───────────┐

│ Loop repeats 3 times: │

│ 1. Widget - 2 - $29 │

│ 2. Gadget - 1 - $49 │

│ 3. Doohickey - 5 - $9│

└───────────────────────┘

<%end%>

---

Tab 5: Snippets Library

Snippet Categories Snippet Structure

┌──────────────────┐ ┌────────────────────────┐

│ [Financial] │ │ Name: Currency Format │

│ [Contact] │ │ ──────────────────────│

│ [Conditional] │ Select ──> │ Description: │

│ [Custom] │ │ Formats price as USD │

│ [Search: ___] │ │ ──────────────────────│

└──────────────────┘ │ Preview: │

│ │ {{FormatCurrency|...}} │

│ │ ──────────────────────│

▼ │ [Insert] │

Click category └────────────────────────┘

│ │

▼ ▼

Browse snippets Into Word Document

---

Export Package Structure

What Gets Created:

Generate Package Button

│

▼

┌───────────────────────┐

│ Processing Pipeline │

└───────────────────────┘

│

┌────────────────────────┼────────────────────────┐

│ │ │

▼ ▼ ▼

┌──────────────┐ ┌──────────────┐ ┌──────────────┐

│ Generate │ │ Generate │ │ Create │

│ HTML Emails │ │ Attachments │ │ flow.json │

│ (N files) │ │ (N files) │ │ config │

└──────────────┘ └──────────────┘ └──────────────┘

│ │ │

└────────────────────────┼────────────────────────┘

│

▼

┌─────────────────┐

│ Package ZIP │

└─────────────────┘

│

▼

Download to User

ZIP File Contents:

campaign-package-2026-01-23.zip

│

├─ emails/

│ ├─ recipient-001.html ──────────> Merged email for John

│ ├─ recipient-002.html ──────────> Merged email for Jane

│ └─ recipient-NNN.html ──────────> Merged email for Bob

│

├─ attachments/ (optional)

│ ├─ invoice-001.pdf ─────────────> John's invoice

│ ├─ invoice-002.pdf ─────────────> Jane's invoice

│ └─ invoice-NNN.pdf ─────────────> Bob's invoice

│

├─ static/ (if needed)

│ ├─ logo.png ────────────────────> Shared logo

│ └─ terms.pdf ───────────────────> Shared T&Cs

│

├─ email-data.csv ─────────────────> Recipient mapping

│ Columns: Name, Email, HTML_File, Attachment_File

│

├─ flow.json ──────────────────────> Power Automate flow

│ Pre-configured with:

│ • Server URL

│ • Auth token

│ • Send settings

│

└─ README.txt ─────────────────────> Setup instructions

Power Automate Import Flow:

User Downloads ZIP

│

▼

Extract Files Locally

│

▼

Open Power Automate

│

▼

Import → Select flow.json

│

▼

┌────────────────────────┐

│ Flow Auto-Configured: │

│ • Connections ready │

│ • Server URL set │

│ • Auth embedded │

└────────────────────────┘

│

▼

Click "Run" → Emails Send!

---

Email Campaign Wizard Flow

The 4-Step Journey:

┌──────────────────────────────────────────────────────────────┐

│ Email Campaign Wizard │

└──────────────────────────────────────────────────────────────┘

│

▼

┌──────────────────────────────────────────────────────────────┐

│ STEP 0: Configuration │

│ ────────────────────────────────────────────────────────── │

│ ✓ Select Data File (CSV) │

│ ✓ Select Email Column │

│ ✓ Enter Subject Line │

│ ✓ Choose Email Template │

│ ✓ (Optional) Enable Attachments │

│ ✓ Configure Tracking Options │

│ │

│ [Next >] │

└──────────────────────────────────────────────────────────────┘

│

▼

┌──────────────────────────────────────────────────────────────┐

│ STEP 1: Generate Email Bodies │

│ ────────────────────────────────────────────────────────── │

│ System Processing: │

│ • Read email template │

│ • Merge data for each recipient │

│ • Create HTML files (one per recipient) │

│ • Add tracking pixels if enabled │

│ │

│ Progress: ████████░░ 80% (40/50 recipients) │

│ Estimated Time Remaining: 10 seconds │

│ │

│ [Next >] │

└──────────────────────────────────────────────────────────────┘

│

▼

┌──────────────────────────────────────────────────────────────┐

│ STEP 2: Generate Attachments (Optional) │

│ ────────────────────────────────────────────────────────── │

│ System Processing: │

│ • Generate Word/PDF for each recipient │

│ • Merge unique data into each file │

│ • Link to corresponding email │

│ │

│ Progress: ██████░░░░ 60% (30/50 files) │

│ Estimated Time Remaining: 45 seconds │

│ │

│ [Next >] │

└──────────────────────────────────────────────────────────────┘

│

▼

┌──────────────────────────────────────────────────────────────┐

│ STEP 3: Send Campaign │

│ ────────────────────────────────────────────────────────── │

│ Summary: │

│ • Recipients: 50 │

│ • Subject: "January Newsletter" │

│ • Attachments: Yes (50 PDFs) │

│ • Tracking: Opens, Clicks, Replies │

│ │

│ [Send Campaign] │

│ │

│ Sending Progress: ████████░░ 40/50 sent... │

└──────────────────────────────────────────────────────────────┘

│

▼

┌──────────────────────────────────────────────────────────────┐

│

│ │

│ 50 emails sent successfully. │

│ View analytics in Email Analytics tab. │

│ │

│ [Close] [View Analytics] │

└──────────────────────────────────────────────────────────────┘

---

Email Tracking Architecture

How Tracking Works:

Email Sent

│

┌─────────────────────┼─────────────────────┐

│ │ │

▼ ▼ ▼

┌──────────┐ ┌──────────┐ ┌──────────┐

│ Open │ │ Click │ │ Reply │

│ Tracking │ │ Tracking │ │ Tracking │

└──────────┘ └──────────┘ └──────────┘

│ │ │

│ │ │

▼ ▼ ▼

1. Open Tracking:

Email HTML Body

┌────────────────────────────────┐

│ Dear <>, │

│ │

│ Email content here... │

│ │

│

│ width="1" height="1"> │

└────────────────────────────────┘

│

▼ User Opens Email

│

▼ Email Client Loads Images

│

▼ Pixel Request to Server

│

┌────────────────────┐

│ Tracking Server │

│ ──────────────── │

│ Logs: │

│ • Campaign ID │

│ • Recipient ID │

│ • Timestamp │

│ • IP Address │

│ • User Agent │

└────────────────────┘

│

▼

Database Updated

│

▼

Analytics Dashboard Shows Open

---

2. Click Tracking:

Original Link:

https://example.com/product?id=123

│

▼ System Rewrites Link

│

▼

Tracked Link:

https://tracking.server.com/c/campaign123/recipient456/link789

│

│ User Clicks Link

│

▼

┌──────────────────────┐

│ Tracking Server │

│ ────────────────── │

│ 1. Log click event │

│ 2. Update database │

│ 3. 302 Redirect │

└──────────────────────┘

│

│ (~100ms redirect)

│

▼

Original Destination:

https://example.com/product?id=123

│

▼

User Sees Page (seamless!)

---

3. Reply Tracking:

Email Sent From: noreply@company.com

Reply-To: track-campaign123-recip456@tracking.server.com

│

│ User Clicks Reply

│

▼

┌───────────────────────────────┐

│ Email Client │

│ Creates Reply To: │

│ track-campaign123-... │

└───────────────────────────────┘

│

▼

┌───────────────────────────────┐

│ Tracking Server │

│ ─────────────────────────── │

│ 1. Receive reply email │

│ 2. Parse campaign/recipient │

│ 3. Log reply event │

│ 4. Forward to real inbox │

└───────────────────────────────┘

│

▼

Your Actual Inbox (reply arrives normally)

---

Workflow Diagrams

Workflow 1: Simple Mail Merge

START

│

├─> Data Tab: Upload customers.csv

│ (50 rows: Name, Address, Email)

│

├─> Word Document: Type letter template

│ "Dear <> <>,

│ Thank you for your business..."

│

├─> Actions Tab → Merge

│

├─> Settings:

│ • Data File: customers.csv

│ • Data Flow: One Per Page

│ • Graphic Library: Auto

│

├─> Click "Run Action"

│

├─> [System Processing]

│ ▪ Reads template

│ ▪ Loops through CSV

│ ▪ Replaces placeholders

│ ▪ Creates pages

│ ▪ Time: ~30 seconds

│

▼

RESULT: 50-page personalized document

│

└─> Print or Save

---

Workflow 2: Email Campaign

START

│

├─> Prerequisites:

│ ✓ Data Tab: customers.csv uploaded

│ ✓ Email Config: Microsoft Account Connected

│ ✓ Word: Email template created

│

├─> Actions Tab → Email Campaigns

│

├─> Launch Email Campaign Wizard

│

├─> STEP 0: Configuration

│ • Data File: customers.csv

│ • Email Column: Email

│ • Subject: "January Newsletter"

│ • Body: Current Document

│ • Tracking: All Enabled

│ • Attachments: None

│ • Click [Next]

│

├─> STEP 1: Generate Bodies

│ [Progress bar: 50/50 completed]

│ • Time: ~30 seconds

│ • Click [Next]

│

├─> STEP 2: Attachments

│ [Skipped - none configured]

│ • Auto-advance to Step 3

│

├─> STEP 3: Send Campaign

│ • Review Summary

│ • Click [Send Campaign]

│ • Confirm: Yes

│

├─> [System Sending]

│ ▪ Loops through recipients

│ ▪ Sends via Microsoft Graph

│ ▪ Progress: 50/50 sent

│ ▪ Time: ~2 minutes (1-2 sec/email)

│

▼

RESULT: 50 emails sent with tracking

│

└─> View Analytics Dashboard

│

├─> Opens: 35/50 (70%)

├─> Clicks: 12/50 (24%)

└─> Replies: 3/50 (6%)

---

Workflow 3: Invoice with Line Items

START

│

├─> Data Tab: Upload Files

│ • invoices.csv (master)

│ Columns: InvoiceNumber, CustomerName, InvoiceDate, TotalAmount

│ • line_items.csv (detail)

│ Columns: InvoiceNumber, Product, Quantity, Price

│

├─> Data Tab → Files: Create Relationship

│ • Master: invoices.csv

│ • Detail: line_items.csv

│ • Link Field: InvoiceNumber

│ • Array Name: "OrderItems"

│

├─> Word Document: Create Invoice Template

│ ┌────────────────────────────────┐

│ │ Invoice #<> │

│ │ Customer: <> │

│ │ Date: <> │

│ │ │

│ │ ITEMS: │

│ │ <%OrderItems%> │

│ │ • <> │

│ │ Qty: <>│

│ │ Price: $<>│

│ │ <%end%> │

│ │ │

│ │ Total: $<> │

│ └────────────────────────────────┘

│

├─> Actions Tab → Merge

│

├─> Settings:

│ • Data File: invoices.csv

│ • Data Flow: Single Document (ForEach Loops)

│

├─> Click "Run Action"

│

├─> [System Processing]

│ 1. Read template

│ 2. For each invoice:

│ a. Fill main fields (Invoice#, Customer, Date)

│ b. Find related line_items

│ c. Loop through OrderItems array

│ d. Fill each item (Product, Qty, Price)

│ e. Calculate Total

│ 3. Generate document

│ Time: ~15 seconds per invoice

│

▼

RESULT: Perfect invoice with all line items

│

└─> Save as PDF or Print

---

Workflow 4: Power Automate Package

START

│

├─> Prerequisites:

│ ✓ Data Tab: subscribers.csv uploaded

│ ✓ Word: Email template created with placeholders

│

├─> Actions Tab → Export

│

├─> Fill Quick Export Form:

│ • Export Name: "Monthly Newsletter"

│ • Data File: subscribers.csv

│ • Template: newsletter-template

│ • Email Field: Email

│ • Subject: "{{Month}} Newsletter for {{Name}}"

│ • Attachments: Yes, PDF format

│

├─> Click "Generate Package"

│

├─> [System Processing]

│ ▪ Generate HTML emails (500 files)

│ ▪ Generate PDF attachments (500 files)

│ ▪ Create email-data.csv

│ ▪ Generate flow.json

│ ▪ Package README

│ ▪ ZIP everything

│ ▪ Time: ~10-15 minutes for 500 recipients

│

├─> Download ZIP to computer

│

├─> Extract ZIP file

│

├─> Open Power Automate (flow.microsoft.com)

│

├─> Import Flow:

│ • Click "Import"

│ • Select flow.json

│ • Review connections (auto-configured!)

│ • Click "Import"

│

├─> Flow Ready:

│ ✓ Server URL configured

│ ✓ Auth token embedded

│ ✓ Email settings loaded

│

├─> Click "Run"

│

├─> [Power Automate Sends]

│ ▪ Reads email-data.csv

│ ▪ Loops through recipients

│ ▪ Sends each email with attachment

│ ▪ Time: Depends on PA plan

│

▼

RESULT: 500 emails sent automatically!

---

Workflow 5: Building Complex Placeholder

START: Need to show price as bold, formatted currency, with default

│

├─> Actions Tab → Builder

│

├─> Tab: Basic Fields

│ • Select Data File: products.csv

│ • Select Field: Price

│ • Preview: <>

│

├─> Tab: Post-Processing

│ │

│ ├─> Category: Data Formatting

│ │ • Click "FormatCurrency"

│ │ • Preview: {{FormatCurrency|<>}}

│ │

│ ├─> Category: Conditional Logic

│ │ • Click "Default"

│ │ • Param: "$0.00"

│ │ • Preview: {{Default|{{FormatCurrency|<>}}|$0.00}}

│ │

│ └─> Category: Visual Styling

│ • Click "Bold"

│ • Preview: {{Bold|{{Default|{{FormatCurrency|<>}}|$0.00}}}}

│

├─> Verify Preview:

│ "{{Bold|{{Default|{{FormatCurrency|<>}}|$0.00}}}}"

│

├─> Click "Insert into Document"

│

▼

RESULT: Placeholder inserted at cursor

│

└─> During Merge:

If Price = 29.99 → Shows: $29.99 (bold)

If Price = empty → Shows: $0.00 (bold)

---

Decision Trees

Which Sub-Tab Should I Use?

What do you want to do?

│

┌───────────────┼───────────────┐

│ │ │

▼ ▼ ▼

Generate Send Emails Build Syntax

Documents Visually

│ │ │

│ │ │

┌───────┴───────┐ │ │

│ │ │ │

▼ ▼ │ │

One item Multiple │ │

per page? items? │ │

│ │ │ │

YES│ YES│ │ │

│ │ │ │

▼ ▼ │ │

Use Merge Use Merge │ │

One Per Page Loops │ │

│ │

┌────────┴────────┐ │

│ │ │

▼ ▼ │

Send Now? For Later? │

│ │ │

YES│ YES│ │

│ │ │

▼ ▼ │

Email Campaigns Export │

(via Graph API) (Power Auto) │

│

│

┌──────┴──────┐

│ │

▼ ▼

Need syntax? Use snippets?

│ │

YES│ YES│

│ │

▼ ▼

Builder Builder

(any tab) (Snippets)

---

Which Data Flow Option?

How should data display?

│

┌─────────────┼─────────────┐

│ │ │

▼ ▼ ▼

Separate One document Multiple

pages? with loops? columns?

│ │ │

YES│ YES│ YES│

│ │ │

▼ ▼ ▼

One Per Page Single Doc Flow Columns

│ │ │

│ │ │

Examples: Examples: Examples:

• Letters • Invoices • Catalogs

• Labels • Reports • Directories

• Flyers • Contracts • Product lists

• Badges • with tables • Menus

---

Analytics Dashboard Layout

┌─────────────────────────────────────────────────────────────┐

│ EMAIL ANALYTICS DASHBOARD │

├─────────────────────────────────────────────────────────────┤

│ │

│ Summary Cards: │

│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │

│ │📧 Sent │ │👁️ Opens │ │🔗 Clicks│ │↩️ Replies│ │

│ │ 150 │ │ 105(70%)│ │ 42(28%) │ │ 8(5%) │ │

│ └─────────┘ └─────────┘ └─────────┘ └─────────┘ │

│ │

│ Campaign History: │

│ ┌───────────────────────────────────────────────────────┐ │

│ │ Campaign │ Date │ Recip │ Opens │ Clicks │ Status│ │

│ ├───────────────────────────────────────────────────────│ │

│ │ January NL │ 1/23 │ 50 │ 70% │ 24% │

│ │ Product │ 1/20 │ 100 │ 68% │ 30% │

│ │ Holiday │12/15 │ 200 │ 70% │ 29% │

│ └───────────────────────────────────────────────────────┘ │

│ │

│ [Export Analytics] [Refresh] │

└─────────────────────────────────────────────────────────────┘