Documentation

MergeDesk Documentation

Welcome to the MergeDesk documentation! This comprehensive guide will help you get started with our powerful email marketing platform.

Quick Start: New to MergeDesk? Check out our How-To Guide for step-by-step instructions on creating your first campaign.

What is MergeDesk?

MergeDesk is a powerful email marketing platform that allows you to create, manage, and send personalized email campaigns to large audiences. Built by Send-It Network, MergeDesk provides enterprise-grade features with an intuitive interface.

Key Features

  • Email Templates: Create reusable HTML email templates with merge fields
  • PDF Attachments: Generate and attach personalized PDF documents
  • CSV Import: Import recipient lists from CSV files
  • Campaign Management: Track and monitor your email campaigns in real-time
  • API Integration: Integrate with external systems using our REST API
  • Multiple Email Services: Support for SMTP, Mailgun, and Microsoft Graph

    • Getting Started

    1. Create an Account

    Sign up for a MergeDesk account to get started. You can register directly or use Microsoft authentication if configured by your administrator.

    2. Set Up Email Profiles

    Configure your email sending profiles in the Email Profiles section. You can set up multiple profiles for different purposes or email services.

    3. Create Templates

    Design your email templates using our visual editor or HTML editor. Templates support merge fields for personalization.

    4. Launch Your First Campaign

    Create a new campaign, upload your recipient list, and send your first personalized emails!

    Documentation Sections

    How-To Guide

    Step-by-step tutorials and guides for common tasks, from creating templates to managing campaigns.

    View How-To Guide

    Template Guide

    Comprehensive guide for creating HTML email templates and PDF templates with maximum compatibility across all platforms.

    View Template Guide

    API Reference

    Complete API documentation with endpoints, parameters, and examples for integrating MergeDesk with your applications.

    View API Docs

    Admin Guide

    Complete documentation for system administrators covering user management, system configuration, and maintenance tasks.

    View Admin Guide

    Support

    Need help? Here are some resources:

    Important: Always test your campaigns with a small group before sending to your entire recipient list. This helps ensure your templates render correctly and your merge fields work as expected.