Google Sheets Mail Merge

Google Sheets Mail Merge

Understand how to use Google Sheets and Mail merge

Intro

Mail Merge for Gmail lets you send personalized email messages to multiple contacts in one go. The individual messages have almost the same content but some parts of the message can be customized. For instance, you can greet each recipient by their first name, you can include their postal address in the message body, personalize the subject line, attach different files while the other parts of the email body remain the same.

Using Google Sheets

• You will need Google Docs

• You will need Google Sheets

• You will need Gmail

Google Docs

Use Google Docs to draft an email.

Then copy/paste.

Gmail

Compose a draft Email

The Subject line is very important as this is what you will use to link and trigger the mail merge.

Steps to do a Mail Merge

Mail Merge in GmailHere’s how you can do mail merge with Gmail:

Install the Mail Merge for Gmail add-on. Please watch the Mail merge tutorial for instructions. This will create a new Google Spreadsheet. Go to the Add-ons menu in the sheet, select Mail Merge with Attachments and then select the Create Merge Tempalte menu. Go to Gmail and create a new draft email messages that will become the template for Mail merge.

Open Google Contacts and create a new Group with all the contacts who you would like to send a personalized email. Alternatively, you can enter the names and email addresses of recipients directly in the Mail Merge Google Sheet. Under the Mail Merge menu, choose Import Google Contacts and select the Google Contacts group that you created in Step 3. It will now automatically import all the associated Gmail contacts into the spreadsheet.

Alternatively, you can compose an email template in rich text using the HTML Mail tool and then copy-paste the generated HTML code into the message body field of the Google Sheet. If you would like to add file attachment to your email messages – say a PDF file or a Word document – just upload the file to Google Drive and then select Insert File Attachments to insert that link of the file into the Mail merge sheet. Mail Merge will automatically insert the actual file into the email. Go to the Mail Merge menu again and choose “Configure Mail Merge” – the status column will change to “MAIL SENT” for all email messages that were successfully delivered.

Multiple Choice

What links and triggers an Email

merge in Google?

• The Subject Line

• The Sum Function

Google Sheets

You will need to set up a ggogle sheet witht he information you want to include in your letter

The column names would be used in the Email and then put doulbe brackets around them {{First Name}}. Make sure you spell and capitalize each column name exactly.

Link to Google Sheets

Copy the link into your browser.

https://docs.google.com/spreadsheets/d/1TZ6dbzd617FphcNTR4msaGqXn2prsxq5Kv94DPaM3-4/edit?usp=sharing