Mail Merge with the Step by Step Wizard in Microsoft WordĬlick the Mailings tab at the top of the screen. You can now compose your email.First, be sure your Excel spreadsheet has one column for each item you want, such as Name, Address, City, State and Zip Code and that this is in Sheet 1 of the spreadsheet file. Now open a Gmail compose window, just like you would if you were typing a regular email.Ĭlick the GMass icon in the To field, then connect your Google Sheet of contacts. Here’s our quickstart guide if you need.) (If you don’t, it takes about 30 seconds. Make sure you have the GMass Chrome extension installed. Once your sheet is ready, head over to Gmail. The first row of your sheet will become the names of your merge fields each column header corresponds to a different field. (GMass has a native Google Sheets mail merge integration.) A quick step-by-step overview of doing a Gmail mail mergeĬreate your data file in a Google Sheets spreadsheet. We see it on (literally) a daily basis: Someone tries one of the other methods, gives up, comes to GMass, and leaves a 5-star review two days later. But two, the other options for mail merges in Gmail are much more flawed. One, you’re reading this on GMass, so we really know every possible nuance of what it takes to send a high-quality mail merge. I’m going to give you the walkthrough of using GMass to send your Gmail mail merge. Using Gmail’s comically limited built-in mail merge feature.Sending mail merges through Gmail from inside a Google Sheet, using a Google Workspace Marketplace add-on.Sending mail merges from inside Gmail using a Chrome extension like GMass.There are a few different methods you can use for a Gmail mail merge, which we cover at extended length in that linked article. While I don’t have hard data to back this up, I’d feel confident saying the most common mail merge use case today is someone sending personalized emails through Gmail/Google Workspace.įortunately, Gmail also has the most robust mail merge options out there. Then it will create another email for the next recipient (with their first name inserted) and on and on. Your software will then insert the relevant info into each mail merge field for each email message, mailing labels, or any other merge document.Īnd the software gets that info from your data file, often a spreadsheet (but sometimes a database or customer relationship management platform).įor instance, if you have a column in your Google Sheet data file called FName, anywhere your merge software sees the field in your email message it will insert the recipient’s first name. Your mail merge template is an email or document that uses specific merge tags or merge fields as placeholders for where your data will go. There are two documents that are essential to running a merge: A template file and a data source. Using mail merge also saves a ton of time over manually customizing anything, from emails to documents once you use it, you’ll wonder why you ever tried to do the process by hand. (After all, personalization and relevancy are essential for email success.) With mail merge, you can send personalized messages that are proven to get better engagement than generic mass emails. Mail merge is far better than CCing (or BCCing) a bunch of people on an email. Instead of typing a letter for each recipient, you can use a form letter to make quick, unique, personalized letters for each person.Įssentially, if there’s a document you need to personalize at scale, mail merges can take care of that for you. Note: A form letter is a template file used to create mass letters. Form letters, labels, envelopes, and other printed items.You can use mail merges to create personalized messages automatically for: What types of document can you create using mail merge? This spares you the trouble of manually personalizing each document yourself. Mail Merge FAQ: Answers to Your QuestionsĪ mail merge lets you create personalized messages, documents, labels, and more that are automatically customized on a recipient-by-recipient basis.I’ve linked to those throughout this guide.) Mail Merge: Table of Contents (Also: Note that our blog has several related articles available where we’ve done deep dives into the merge process with different apps. I’m also going to (hopefully) answer any lingering questions you might have about running your own mail merges. In this article, I’m going to give a brief overview of how to create mail merges with all of the most popular apps (namely, Microsoft Office and Google Workspace/Gmail). The term dates back to when people would use software to print out “personalized” form letter templates and mailing labels.īut it’s the best term we’ve got - even as mail merging has gone fully digital.īecause, yes, you can mail merge with all your favorite email, word processing, and spreadsheet software.
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