This guide walks you through how to use ChurchBee's Chrome Extension with PushPay's Mail Merge to send a fully designed email. Whether you're using a saved template, a starter design, or starting from scratch, this article has you covered.
✅ Before You Begin
Make sure you've:
Signed into the Extension
1. Launch Pushpay Mail Merge
Go to your Pushpay / CCB account and access the Mail Merge tool as usual.
You will know you are connected to ChurchBee because you will see our yellow and black icon to the right of the Create Mail Merge button.
2. Begin a mail merge email
Click on the blue Create Mail Merge button. The following box pops up:
Option 1: Click on the yellow ChurchBee Email button. The email template and the ChurchBee extension will both open. If needed, click on Create.
Option 2: Click on the Build Custom button. The email template will open. Then click on the ChurchBee icon. ChurchBee will open. Make sure you are in Create.
You are ready to begin.
See how the email template is slightly "cut off" on the left side?
To fix this, simply collapse the left-hand sidebar:
3. Choose How You Want to Start
You have three ways to begin:
✅ Use a Starter Template
Go to “Create New”
Select from professionally-designed email templates
Customize as needed
✅ Use a Previously Saved Draft
Go to the Drafts tab
Select an existing draft
Edit and reuse as needed
✅ Start from Scratch
Click “Create New” and choose Blank Template
Build your email using content blocks
4. Insert Your Email into Pushpay
When your design is ready:
Click Insert.
Since you're in Mail Merge builder, your design will be inserted into the editor directly.
You will receive a success message.
You can preview your email. You can also edit it further.
At this point, the email becomes a Mail Merge draft, ready for sending.
5. Complete Mail Merge Steps
Step 1: Subject + Design
Review your inserted email.
Add your subject line (if you have not already done so).
Step 2: Recipients
Scroll down to the bottom of your email template.
Click on Next.
Choose your recipients.
Click on Add Recipients.
You will get a confirmation of the recipient(s) you chose.
Step 3: Finalize - Format + Send / Schedule
Scroll down to the bottom of your email template.
Click on Next.
Choose the type - email, print, export (.csv).
Then choose to Send now or Schedule for later.
We sent our email and got the following confirmation