"Mail Merge" is the process of sending bulk emails while using variables to personalize the message.
This Workflow shows how to use a Google Sheets Template (made by Google) for anyone to easily use with Gmail to send custom messages at scale.
1. Go to Gmail/Sheets Mail Merge - Make a copy
This Template was given by Google for anyone to use!
2. Click on Make a copy
3. Fill out your recipient info here
Use some examples, like the ones that are shown. This is just practice!
4. ⭐Change the existing column headers or create new ones
Column headers = Variable names
Any data in columns will be "referenced" when you mail merge later.
(This is what allows you to fully take advantage of personalizing messages in mail merge!)
5. Go to Gmail - Compose a draft message with subject and body text
6. ⭐ Use bracket markers to insert variables {{ }}
This is the power of Mail Merge!
Create a draft message using markers like {{First name}}, which correspond to column names, to indicate text you’d like to be replaced with data from the copied spreadsheet.
This allows you to personalize your messages based on the variables you choose!
7. ❗ Column names are caps sensitive
Make sure the Letter case within Markers corresponds to Column headers in the spreadsheet!
8. Go to Copy of Gmail/Sheets Mail Merge - Google Sheets
9. Click on Mail Merge
10. Click on Send Emails
11. Click on "Continue"
This is normal!
12. Select account to send from
13. Click on Allow
14. Click on Mail Merge and Send Emails
15. Paste subject line from Draft email ("Mail Merge Demo!") into text box
Make sure it's exactly the same, so Mail Merge can find the correct message in your Drafts folder.
16. Click Ok
17. Boom! Google will populate a time stamp to confirm emails were sent
18. 👀 Let's check what was sent... Navigate to your Sent Mail folder
19. The first name here was personalized! ("Oprah")
20. Oprah's profession "mogul" was also dynamically inserted!
21. 🎉That's it! You're a Mail Merge pro 🙌🏽
