The complete guide – how to use mail merge gmail excel ?

The complete guide – how to use mail merge Gmail excel helps you to do a mail merge on Gmail by using google sheets. Generally, we can send email to more than one person at a time simply adding them into To field or CC field or BCC field. But in this, all recipients can see other recipients email addresses too. We cannot send a similar email to more than one person on their unique emails directly. 

how to use mail merge gmail excel
 how to use mail merge gmail excel 

Why mail merge Gmail excel?

The mail merge Gmail excel provides the following advantages:

  • To mail merge in Gmail
  • Send an email to multiple recipients in Gmail
  • Create a mailing list
  • Mail merge from excel to Gmail
  • Track the status of email in google sheet
  • Send unique attachments
So in this post, I will talk about for the same. You can do this with simple add on and google sheets. So friends ready to learn how to how to use mail merge Gmail excel. To do so follow these steps:

    1. Prepare your email draft
    2. Open google sheet
    3. Add Yet to Another Mail Merge add on
    4. Start the mail merge
    5. select the email template
    6. Send the email
    7. Track the email status

1. Prepare your email draft

To prepare your email draft you can type an email content as you are typing a normal email. Follow these steps:
  1. Click on compose button.
  2. Type subject for the email.
  3. Write the body text of the email. Where ever you want to add the field from mail merge write the same field which you have written in google sheet column header. Add the header by inside double angular brackets, for example, <<Name>>. 
    Email Body for mail merge gmail excel
    Email Body for mail merge Gmail excel

2. Open Google sheet

Open google sheets and click on + symbol to select blank google sheet.

blank google sheet
blank google sheet
Now type name and email in the first two columns. Type the required data. You can use existing data from worksheet also. 

3.  Add Yet to another mail merge add on

  1. Click on Add On → Get add-ons the menu in google sheet menu bar. Observe the following screenshot.
    Get add on Google Sheet
    Get add ons google sheet
  2. Wait for a moment and until new screen appears with a list of add ons. Scroll down until you will YetAnotherMailMerge. Click on YetAnotherMailMerge.
    YetAnotherMailMerge Add on
    YetAnotherMailMerge Add on
  3. Now it will ask to install this add on. Click on Install. A get ready to install option screen will appear. Click on the continue button. 
  4. Wait for a while until the process finished. 

4. Start the mail merge

Click on add ons ⟶ Yet Another Mail Merge ⟶ Start Mail Merge option. Wait for few seconds, google sheet will prepare it for the mail merge. 

Start mail merge - google sheet
Start mail merge – google sheet
Now it will ask you to purchase the add on for more functionality. The basic free version of add on provides you 50 emails/day. If you want to purchase then select your desired plan or use the free version. Click on continue button for using it free.

Select Plan Gmail mail merge
Select Plan Gmail mail merge

5. Select email template

Now you will get the following screen to select an email template. 

Choose Email Template Mail Merge Gmail
Choose Email Template Mail Merge Gmail

If you want any attachment click on Alias, filters, personalised attachments…. option.  This option provides options for attachments from google drive and reply-to email address if any.

6. Send the emails

After completion of the above process, you have three buttons. Refer the screenshot given above.
  1. Send emails: To send an email to all recipients
  2. Delay delivery: You can schedule email when to send
  3. Receive a test email: To check email delivery on your won email address

Finally, click choose your option to send the email. You will get the following screen when an email sent.

Email Sent - Mail Merge
Email Sent – Mail Merge
Now you can track the email. Click on OK button.

7. Track the email status

When your mail sending process is completed you will get a new column has been added to your google sheet with column header Merge Status. At the right side, you will see the tracking report of email.
Email Track - Mail Merge
Email Track – Mail Merge

I hope you like this post. I would like to suggest you send an email right now itself using this trick and comment on what you experienced. 

Comment Your Views

%d bloggers like this: