Mail Merge within Gmail

Description

With this integration, you can effortlessly link a Google Sheet with up to 1,500 recipients directly within Gmail. Gone are the days of manually entering individual email addresses or copy-pasting contact information. Simply import your recipient list into a Google Sheet, and watch the magic happen!

The power of mail merge lies in its ability to personalize messages at scale. And now, you can take advantage of any data column from your Google Sheet as a mail merge tag. Whether it's the recipient's name, company, or any other relevant information, you can dynamically insert it into your email templates with ease. Each recipient will receive a customized email that feels tailor-made just for them.

The benefits of this integration extend beyond convenience. By eliminating manual entry and automating the personalization process, you'll save valuable time and minimize the chances of errors.

Guide

1. To start using mail merge, first open Gmail

2. Click on Compose to create a new email, or you can open an existing draft

3. Locate the "To:" line in the email composition window and click on the icon with people and a plus

4. Click on the Mail merge option to turn on the mail merge feature

5. Click on Add from a spreadsheet from the same menu

6. Select the desired spreadsheet and click Link

7. Use the dropdown menus to choose the appropriate columns from the spreadsheet for each recipient's address format (e.g., Lisa Rodriguez lisa@example.com). You can select the following contact information from your spreadsheet:

   • Email

   • First name

   • Last name (optional)

8. Click Finish to complete the process

9. The spreadsheet will now be added to the "To:" line in your email

10. Within the email body, type "@"

11. A list of merge tags will appear based on the column headers in your spreadsheet

12. To select a merge tag, click or press Enter

13. When ready to send, click the Continue button

    1. If you then get prompted to “Help fight junk mail,” click Got it, and you can also opt to choose not to show that message again

14. You can then choose to Send preview to send a preview email to yourself, or go ahead and choose to Send all

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