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Mail Merge in Google Sheets: Streamlining Your Email Communications

November 21, 2023 1.2K views

One powerful tool at your disposal is "Mail Merge" in Google Sheets, a feature that allows you to send personalized emails to multiple recipients with ease. However, many people don't realize how easy it is. This article aims to answer the question, "How to merge mail with Google Sheets?" and unlock the potential of this feature for your email communication.

Part 1. Why Merge Mail with Google Sheets?

Merging mail with Google Sheets can be a game-changer for your email communication. Merging mail with Google Sheets brings forth numerous advantages:

  1. Efficiency: This method simplifies mass emailing, saving time and ensuring consistency.

  2. Personalization: Each email can be tailored to the recipient, enhancing engagement and response rates.

  3. Tracking and Analytics: Google Sheets' mail merge feature provides valuable insights into email performance, helping you refine your strategies.

  4. Easy Follow-up: You can easily manage and follow up with recipients, improving the effectiveness of your email campaigns.

  5. Cost-Effective: It's a cost-effective solution for bulk emailing compared to dedicated email marketing platforms.

Part 2. How to Merge Mail with Google Sheets?

Mail Merge in Google Sheets

Step 1: Open Google's Mail Merge Template:

Visit Google's Mail Merge Template. Click "Make a Copy" to create your own spreadsheet.

Step 2: Choose Column Headers:

Define the fields for your emails (e.g., "First Name," "Last Name").

Keep "Recipient" and "Email Sent" columns; they're essential.

Step 3: Create Gmail Email Draft:

Log in to your Gmail account and compose the email you want to send.

The email subject links to your spreadsheet.

Step 4: Connect Spreadsheet to Gmail:

Click "Mail Merge" in your Google Sheets and select "Send Emails."

Grant script authorization if prompted.

Step 5: Paste Email Subject:

Copy your Gmail draft's subject and paste it in the authorization window.

Step 6: Choose Gmail Account:

Ignore "App isn't verified" warnings and select your Gmail account.

Step 7: Grant Permission:

Allow Gmail to connect to your spreadsheet.

Step 8: Initiate Mail Merge:

Click "Mail Merge" and "Send Emails" in your spreadsheet.

The script will send customized emails to your recipients.

Check the "Email Sent" column for sent email confirmation.

Mail merge in Google Sheets is a versatile method for personalized mass emails. It's a solid choice for those who want to streamline their communications, but don't forget to maintain a well-organized Google Sheet for efficiency.

Mail Merge in Gmail with Gmass

https://www.gmass.co/blog/mail-merge-google-docs/

Step 1: Prepare Your Google Sheet

Create a Google Sheets spreadsheet for your mailing list.

Use clear column headers without special characters.

Ensure email addresses are in one column.

Step 2: Connect to GMass

Log in to Gmail. Load your Google Sheet:

Click "Sheets" or use the GMass button in a compose window.

Step 3: Choose Your Google Sheet

Select the appropriate Google Sheet.

Step 4: Select Worksheet (Optional)

Pick the specific worksheet if there are multiple.

Step 5: Filter Recipients (Optional)

Use filter criteria to send to specific recipients.

Step 6: Manage Duplicates (Optional)

Decide whether to send duplicates.

Step 7: Update Your Spreadsheet (Optional)

Automatically update your Google Sheet with email tracking data.

Step 8: Personalize Your Email

Insert merge variables like {Name} in your email.

Step 9: Start the Mail Merge

Click the GMass button to begin the mail merge and send your emails.

Using GMass for mail merge in Gmail offers seamless integration. It's a great option if you prefer working within your Gmail environment. Just remember to leverage GMass's tracking and personalization features for effective email campaigns.

Part 3. Tips for Google Sheets

Here are some useful tips to enhance your experience with Google Sheets:

  1. Send Emails When You Comment: You can trigger email notifications when someone comments on your Google Sheet. This feature is handy for real-time collaboration and keeping everyone in the loop.

  2. Integrate with Google Forms: Google Sheets seamlessly integrates with Google Forms, making it easy to collect and organize data from surveys, feedback forms, and more. The data is automatically updated in your Google Sheet, saving you time.

  3. Import Data from a Website or RSS Feed: Google Sheets allows you to import data from websites or RSS feeds, keeping your information up-to-date without manual data entry. This is especially useful for tracking live data such as stock prices or news updates.

  4. Import Data from Other Sheets: If you're working with multiple Google Sheets, you can import data from one sheet to another. This simplifies data consolidation and analysis, ensuring your information is in one place.

  5. Use Google Sheets Themes: Customize the look and feel of your Google Sheet by applying themes. Themes help you create visually appealing and organized spreadsheets, making data analysis more enjoyable.

Part 4. Best Free Alternative to Google Sheets - WPS Office

What is WPS Office

WPS Office is a robust and feature-packed office suite that provides a compelling alternative to Google Sheets. It offers a wide range of services and tools for free, making it an attractive choice for many users. WPS Office stands out for its seamless compatibility with popular office suites such as Google Workspace, Microsoft Office, and LibreOffice.

In my experience, WPS Office has proven to be a versatile and user-friendly office suite. Its ability to work smoothly with other major office platforms has made it a convenient choice for those who frequently collaborate with users of various office software.

How to Download WPS Office

Step 1: Visit WPS Office Website

Step 2: Download the Compatible Version

Click "Free Download"

Step 3: Install WPS Office

Double-click the downloaded file to begin installation.

Step 4: Follow On-Screen Instructions

How to merge mail in WPS Office

Step 1: Create Your Data File:

Begin by preparing the data file you intend to use for mail merge. This can be an ET table, a text file in TXT format, or an Access database file.

Step 2: Access the Mail Merge Feature:

Go to the "Reference" tab in WPS Office. Select the "Mail Merge" option.

Step 3: Open the Data Source:

In the "Mailing" tab, locate and click on "Open Data Source." Choose the specific data source you wish to open.

Step 4: Insert Merge Fields:

In the "Mailing" tab, click on "Insert Merge Field" to open the "Insert Field" dialog. From the Fields box, choose the data you want to insert.

Step 5: Complete the Insertion:

Click the "Insert" button to incorporate the selected data into your mail merge document.

Step 6: Select Recipients:

Within the "Mailing" tab, click on "Mail Merge Recipients."

In the subsequent dialog box, specify the recipients to whom you want to send the document.

Step 7: Send the Merged Email:

Once you've chosen the recipients, proceed to send the merged email.

By following these clearly outlined steps, you can efficiently execute a mail merge in WPS Office and send tailored documents to your chosen recipients.

FAQs

How to Do Mail Merge Using Google Docs?

There are three popular methods for conducting a mail merge in Google Docs:

  1. Using the Google Docs API: For those with coding expertise, the Google Docs API provides a direct way to implement a mail merge.

  2. Using Google Apps Script: Google Apps Script offers a versatile platform for creating custom mail merge solutions within Google Docs.

  3. Using a Third-Party Add-On: Alternatively, you can simplify the process by employing a third-party add-on designed specifically for mail merge tasks.

Depending on your proficiency and requirements, you can choose the method that best suits your mail merge needs within Google Docs.

Why isn't my mail merge working with Google Sheets?

If your mail merge in Google Sheets is encountering issues, consider the following troubleshooting steps: Ensure you've selected the correct sheet, verify the presence of a dedicated email column with properly formatted email addresses, remove any blank rows or columns at the beginning of the sheet (ensuring data starts in cell A1), and double-check that all rows in the email column contain correctly formatted email addresses.

Summary

This article provides a comprehensive guide on mail merge, primarily focusing on utilizing Google Docs and Google Sheets. It covers different methods and tools for mail merge, including Google Docs API, Google Apps Script, and third-party add-ons.

The emphasis is also placed on the versatility and compatibility of WPS Office as a free alternative to Google Sheets. WPS Office is highlighted for its powerful features and seamless integration with various office suites, making it a compelling choice for users seeking an efficient and cost-effective solution for their mail merge needs.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.