How to use Google Sheet’s Mail Merge feature to send personalized bulk emails?

How to use Google Sheet’s Mail Merge feature to send personalized bulk emails?

How to use Google Sheet’s Mail Merge feature to send personalized bulk emails

Mail Merge is a Google Sheets utility that uses a database to quickly and easily send customized emails. If you want to send a large number of emails without using Marketing Automation, you can use Mail Merge.

To send multiple emails at once using Mail Merge, complete the following steps:

Step 1: Install Mail Merge

You gain access to Gsuite. Install the Merge utility integrated into your Google account by clicking Install.

Then click the Continue button.

To integrate Mail Merge, you must first select a Google account. This is also the Gmail account that will be used to send bulk emails to your list.

Allow is required in this step to allow Mail Merge access to the account. Following the installation, we will create a content format form.

Step 2: Create a Mail Merge Template

To begin creating email content, navigate to Sheets / Sheets.

A new workbook has been opened. In some cases, you will need to activate the Merge feature for Sheets at this point. As a result, go to Add ons => Mail Merge with Attachment => Enable Mail Merge. Then follow the steps outlined below. (If the Enable Mail Merge option is not available, this step can be skipped.)

Add-ons => Mail Merge with Attachment => Make a Merge Sheet.

In the Sheet, a sample sheet will be created. Include the following columns in order:

First Initial

Final Name

Email Address Book Attrachment

See also  How to get a business phone number

Scheduled Date

Mail Merging Status

Step 3: Add the recipient to your contact list.

If you already have a list of people to email on Contacts (Google Contact). You take the following actions:

Add-ons => Mail Merge with Attrachment => Import Google Contact

Click Select a Google Contacts group and select the group

If you have not yet created a list group to import in order to send emails:

To begin, navigate to the Contacts / Contacts section, as shown below.

Form a group: Create a label, name it, and save it.

Mark the contacts. Then, on the Label icon, add the list to the Label you just created. This completes the process of gathering contacts.

To update the newly created contact group, return to the Sheet and reload the Page.

Then, select the group containing the email addresses and click Import Contact. That concludes the data import process.

Step 4: Set the time for the email to be sent and add any additional custom content.

If you don’t need to add a personalization field or set up an automatic mailing schedule, you can skip this step.

You can make an email appointment using the Scheduled Date column. The time can be customized for each recipient. Leave this column blank if you need to send bulk email.

Add a personalized data field: In addition to the information already available Mail Merge on the Sheet (Full name, first name, attachment, …). You can add other custom fields.

Step 5: Attach the file

If the message does not require an attachment, send it to each recipient separately. This step is optional.

See also  How to create online application form free

Open the Drive section of your Google account to begin downloading attachments.

Upload File => My Drive (My Drive) (Upload File).

You choose the file to download and begin uploading.

Following the display of the message, 1 item was uploaded (Upload Successfully). To open the downloaded file, double-click it. The interface is illustrated below. You select Share after clicking the three-dot icon (Share).

A table will appear to allow you to configure sharing permissions for the downloaded file. To allow any recipient to view the file, select Share with anyone with the link.

Continue to show the table shown below. When you click Copy link, the message Link Copied will appear at the bottom of the table. To finish the process, click Done.

Turn to the Sheet Tab and paste the copied link into the excel cell in the File Attachment column. If the attachment differs for each individual, you can also upload the file to the drive to obtain the link. Then copy and paste the email address of each recipient into the excel cell in the File Attrachment column.

Step 6: Set up Mail Merge

Select Add-ons => Mail Merge with Attachment => Mail Merge Configuration. A table with the following setup requirements will appear:

#1 – Set up Mail Merge: Enter the sender information. Then press the Continue button.

#2 – Enable Email Tracking: Enabling the Tracks feature will provide you with the following advantages:

Remove the “Sent via Mail Merge” advertisement that was attached to the sent email.

Keep track of who opens your emails.

See also  How to Build a Quick and Effective Customer Email List?

Those who click on the link

Include an unsubscribe link in the outgoing email so the recipient can opt out.

To enable this feature, you must upgrade to the Mail Merge Premium plan. If you are not using it, skip this step.

Step 7: Write Content

#3 – Design an Email Template: This table is used to create email content that will be sent. You have the following options:

Make use of a visual editor: Opens the Editor to allow you to create live content.

Make use of a Gmail draft: In Gmail, use a pre-written draft.

Make your own HTML code: Use HTML-formatted emails.

To directly compose content, select Visual editor.

When you’ve finished writing the content, click Save to save it. Then proceed to the final step, which is to send an email.

Step 8: Send customized emails in bulk.

Send Email Campaigns: Send out email campaigns.

You can only send 50 email addresses per day. You can send up to 300 email addresses per day if you upgrade to the Premium plan.

You have the following options for sending an email:

Send a test email: Before sending it in bulk, send a test email.

Mail Merge: Execute your email campaign.

Choose Run Mail Merge => GO to begin the process of sending bulk email from your Gmail account.