This guide will show you how to create a mail merge in Gsuite.
- Open this google sheet. You will be prompted to make a copy. After you've made a copy feel free to rename it as you please. It will now be saved in your google drive. So you can use it again in the future.
- You can add new columns or edit columns names as needed. However do not edit the column names for Recipient or Email Sent.
- Populate the spreadsheet with data.
- In a new tab open Gmail and compose a new message. Do not enter any addresses in the recipients field. However do give the email a unique Subject. Compose your email using {{Column Name}} to indicate where you would like data placed. It's very important that your {{Column Name}} match exactly what you've named the columns in the spreadsheet. Capitalization matters for example {{Fee Due Date}} is not the same as {{Fee due date}}. It's also important to check that you do not have any spaces in front or behind the text in your column names.
Your email should look something like this:
*Note if you would like to use a table in your email you can not add one from the gmail interface. Instead simply open a Google Doc format your table select it with the mouse, copy and then paste it in your email. - Don't hit send; just switch back to your spreadsheet tab and select mail merge > send emails
- When prompted click continue.
- Sign in with your @d93mail.com account if prompted.
- You will be prompted to allow. As long as you are using a copy of the spreadsheet linked in this article it is safe to allow. You might be taken to a Google Apps Script Page if so simply close it and click on the spreadsheet tab again.
You should now see a dialogue box like this. If you don't see it simply click Mail Merge > Send Emails and it should appear without the additional steps. - Copy the subject of the email you composed in step 4 into the box and click ok. As each email is sent the Email Sent column will populate with the date and time it was sent.
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