Flick MailMergeSEND SMARTER · GROW FASTER
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The Sender's Guide

How Flick MailMerge works.

End-to-end walkthrough for senders. From sign-in to your first dispatch, plus everything that runs after — replies, bounces, unsubscribes, and how to read the live engagement page. New in v5: a 100+ template gallery and a guided 60-second tour the first time you land.

14 steps · 6 minutes to read v5 · 100+ templates For senders, not admins
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01
⏱ 30 seconds

Sign in.

Open mailmerge.codeftech.com and click Sign in. Your administrator issues an account; sign in with the username (or email) and password they sent you.

  • Username or email — auto-detected as you type
  • Show / hide password toggle (eye icon)
  • "Remember me" keeps the device signed in for 30 days
  • Forgot password — email info@codeftech.com
💡
Tip · Use a password manager

1Password / Bitwarden / Apple Passwords all work fine. Skip "Remember me" if you're on a shared computer.

/userlogin
Welcome back.
User alice|
Password ••••••••
02
🔐 OAuth · no JSON

Connect your mailbox.

From the dashboard, choose how you want Flick MailMerge to send: Gmail, Outlook, or your own SMTP. Click the connect button — your provider's standard sign-in opens in a new tab.

  • Connect Gmail — Google OAuth, scope: send mail only
  • Connect Outlook — Microsoft OAuth, scope: Mail.Send
  • Connect SMTP — host, port, username, password (encrypted at rest)
  • Tokens are sealed with Fernet AES-128 the moment they arrive
G
Gmail
OAuth 2.0
Connected
M
Outlook
OAuth 2.0
Available
S
SMTP
Custom server
Available
+
Add another
Coming soon
03
smart import

Import your recipients.

Drop a CSV, XLSX, or paste a Google Sheets URL. Flick MailMerge reads the file, auto-detects the email column, and shows you a 5-row preview before you commit.

  • CSV with any column order — we figure it out
  • XLSX from Excel / Numbers / LibreOffice
  • Google Sheets via shared link (read-only access)
  • Up to 50,000 recipients per campaign on Team plan
  • Bad rows flagged before send — you fix or skip
💡
Tip · Save as UTF-8

If your CSV has accents (Björn, café) or non-Latin characters, export from Excel as "CSV UTF-8", not the default CSV. Saves you a debug session.

CSV XLSX Google Sheets
emailfirst_namecompany
alice@…AliceLumen
bjorn@…BjörnForge
cleo@…CleoAcme
… +1,837 more·1,840
04

Map your columns once.

Drag column names onto merge tokens. We save the mapping per file shape so the next time you upload the same CSV layout, the mapping snaps into place.

  • {{First Name}}, {{Company}} — standard tokens
  • Custom tokens: any column header becomes {{Header}}
  • Default values for missing cells (e.g., "there" for first_name)
  • Preview rows before you commit — typos visible early
ColumnMaps toSample
email→ recipientauto
first_name→ {{Name}}Alice
company→ {{Company}}Lumen
05
★ pro

Compose your message.

Write subject and body inline, or pick a saved preference. Merge tokens appear as colored chips — drop them anywhere. Plain-text and rich-text are both supported; the recipient sees what their client renders.

  • Subject + body fields with token autocomplete
  • Saved presets — reuse common openings, sign-offs
  • From-name override (within your domain)
  • BCC to your own inbox for archiving
Compose · campaign 0042
Fromyou@codeftech.com
To{{First Name}} {{Last Name}}
SubjectA quick word about Q2 — for {{First Name}}
Hi {{First Name}}, hope your week's going well at {{Company}}. We just shipped wave two of the launch — quick three-line summary inside.
06

HTML templates (optional).

Drop a designer-built HTML template. The editor lets you drag-resize images, edit links inline, and preview at desktop & mobile widths before send. Every link is automatically wrapped in a tracking redirect.

  • Upload .html with inline CSS
  • Drag corners on images — width, height, position
  • Click any link to edit URL, label, or remove tracking
  • Mobile preview at 375 / 414 / 768 px widths
  • Renders an automatic plain-text alternative for spam filters
template.html · 7.4 KB
🖼
View the launch →
07
A/B ✦

Variant rotation.

Send three subjects, three opening lines, even three from-names — randomly rotated per recipient. The dashboard attributes opens and clicks back to the winning variant so you learn what works.

  • Subject variants — A / B / C rotation
  • Body variants — multiple openings, sign-offs
  • From-name variants — within your authorised domain
  • A/B reporting on the campaign detail page
AA quick word about Q2 — for Alice42%
BThree lines, Alice — Q2 update31%
CFor the Lumen team — Q2 wave 227%
→ Variant A leads opens by 18% LIVE
08
automatic

Anti-spam pre-score.

Before send, Flick MailMerge runs your subject + body through a heuristic validator: banned words, suspicious phrasing, broken links, dodgy ratios of link-to-text. You see warnings in plain language and can fix them in place.

  • Banned-word dictionary (configurable)
  • Link domain reputation check
  • Image-to-text ratio
  • Subject capitalisation & punctuation
  • List-Unsubscribe header automatically added
InboxPromotionsSpam
No banned words
List-Unsubscribe present
Plain-text alternative
!Subject has 2 emoji — consider one
09

Send or schedule.

Hit Dispatch to start sending now, or Schedule to pick a date & time. The scheduler is timezone-aware (your local time, or the recipient's). If the server restarts mid-send, every paused campaign auto-resumes from where it left off.

  • Dispatch now — sends start within seconds
  • Schedule for later — anywhere from 5 minutes to 90 days
  • Per-recipient timezone (optional column)
  • Daily-cap protection — never exceed your provider quota
  • Auto-resume on restart, no double sends
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Scheduled · Mon 6 May
9:00 AM · Local time
Queued
10
★ star feature

Watch the live engagement.

The send page opens with four percentage rings — Delivered, Opened, Clicked, Replied — that update the second something happens. Below them, a live event feed scrolls SEND, OPEN, CLICK, REPLY, BOUNCE per recipient with IP & device.

  • Tile latency — median 2.1s from event to dashboard
  • Per-link click attribution (which CTA earned the click)
  • Device + IP captured per open and click
  • Bounces classified soft / hard automatically
  • Filter the feed by tag, recipient, or time window
Delivered
99.4%
Opened
64%
Clicked
22%
Replied
5.2%
11

Replies & bounces.

Replies land in your real inbox. We just count them and surface them on the campaign page. Bounces are classified soft / hard; hard bounces are auto-suppressed from future sends.

  • Reply detection via your provider's reply chain
  • Bounces classified within minutes (DSN parsing)
  • Hard bounces auto-suppressed
  • Soft bounces retried up to 3 times
  • Bounce reason visible per recipient (mailbox full / does not exist / etc.)
12:42:18REPLYa.rao@porter.gg · "Yes interested, can we chat Thursday?"
12:42:11REPLYk.tan@kova.studio · "Out of office until May 5"
12:41:45BNCold@dead.example · hard · mailbox does not exist
12:41:32BNCleah@acme.io · soft · mailbox full · retrying
12

Unsubscribes.

Every send carries a List-Unsubscribe header (Gmail's one-click button) and a tracked link in the body. Unsubs hit your suppression list immediately and are excluded from every future campaign.

  • List-Unsubscribe: Gmail's native one-click button
  • In-body unsubscribe link with confirmation page
  • Suppression list — global per tenant
  • Manual add (paste an email to suppress)
  • Re-subscribe via your manual action only
List-Unsubscribe: <mailto:unsub@codeftech.com>, <https://mailmerge.codeftech.com/u/abc123> List-Unsubscribe-Post: List-Unsubscribe=One-Click
old@gone.example · 12:42:11
tired@busy.example · 12:38:04
13

Settings & preferences.

The Settings page is where you set send rate, daily cap, default from-name, anti-spam rules, and your preferred theme. Defaults are sane for most senders — most users never touch this page after first run.

  • Send rate — random 2–5s between sends (configurable)
  • Daily cap — protects your provider quota
  • Per-domain throttle (e.g., max 50/hour to gmail.com)
  • Default from-name & subject preset
  • Theme picker — same six themes as this site
Send rate Random delay between sends
2–5s
Daily cap Per-mailbox · per-day limit
500 / day
Anti-spam Pre-send validator
Auto-resume Pick up paused sends
14
★ orientation

Tour the dashboard.

After signing in, you land on the Dashboard. The left sidebar holds every workspace; the main panel shows live stats, recent campaigns, and a real-time event feed. Get oriented in 30 seconds.

  • Sidebar — Dashboard, Campaigns, Activity, Unsubs, Settings, Profile, Themes, Support
  • Live stats — total sent, delivered, opens, clicks, replies (today + lifetime)
  • Recent campaigns — click any row to open its live engagement page
  • Audit drawer — every login, every connection event, every session
  • Burger toggle on mobile — same nav, smaller screen
💡
Tip · Bookmark me

Pin the Dashboard tab — most senders live here for hours during a wave.

Dashboard
Campaigns
Activity
Unsubs
Settings
Profile
Themes
99%Deliv
64%Open
22%Clk
12:42OPNb.weiss@lumen.co
12:42CLKk.tan@kova.studio
12:41OPNm.li@acme.io
12:41OPNe.park@forge.dev
15
⚡ time saver

Save what you write.

Subjects, bodies, HTML templates, even from-name presets — save anything you write once and reuse it forever. The Templates page lets you tag, search, and share with teammates on the Team plan.

  • Save subject + body as a named preset
  • Save full HTML templates with linked images
  • Tag templates by use case (cold / newsletter / drip / launch)
  • Version history — roll back to any earlier draft
  • Team plan — share templates across the workspace
💡
Tip · Three is enough

Most senders need only three saved subjects (intro / follow-up / final). Don't over-engineer.

✉️
Q2 launch · v3
HTML · 7.4 KB · last used 2h ago
launch
📰
Weekly digest
HTML · 5.1 KB · 4 sends
newsletter
📣
Cold v2 · friendly
Plain · 540 B · 12 sends
cold
+
New template
Save current draft
draft
16
✨ make it yours

Profile, themes & license.

The Profile page holds your account basics — username, email, password reset. Themes lets you pick from six palettes (cream, lavender, mint, sunset, ocean, dark). License shows your plan, daily cap, and renewal date.

  • Edit display name & signature defaults
  • Reset password — 6-char minimum, hashed with bcrypt
  • Theme picker — 6 palettes, persisted across sessions
  • License panel — plan, daily cap, license expiry, payment status
  • Data export — JSON / CSV of campaigns & recipients
  • Delete account — wipe everything within 7 days
💡
Tip · Pick a theme that calms you

You'll be on this page during sends. Mint and Ocean feel quietest; Sunset feels warmest. Try them all in 5 seconds.

A
Alice Lin
alice@codeftech.com
Team plan
Theme
Daily cap5,000 / day
License● Active · 312 days
17
we're listening

Need help? We're here.

Open Support from the sidebar to send your administrator a message — it goes straight to the team's queue with your account context attached. For anything urgent, email us directly.

  • In-app Support — message goes to admin queue
  • Email — info@codeftech.com
  • Status & incidents — see banner inside the tool
  • Most replies within 4 working hours (Team plan)
  • Read the trust page for privacy & security questions
💡
Tip · Add a screenshot

Attach a screenshot whenever you can — it cuts the average reply time roughly in half.

Quickest
In-app Support
Sidebar → Support. Replies inside the tool.
Email
info@codeftech.com
Account, billing, urgent issues.

Ready to send your first mailbag?

From sign-in to first dispatch in under two minutes. We'll be watching the live page next to you.