Mail Merge

for Gmail & Google Apps

Video Tutorial - Mail Merge

1. Get Mail Merge

Click here to install the Mail Merge add-on in Google Docs

2. Create Merge Template

From the Add-ons menu in the Google Sheet, choose Mail Merge with Scheduler > Create Mail Merge Template.

3. Import Contacts

From the Add-ons menu in the Google Sheet, choose Mail Merge with Scheduler > Import Google Contacts

4. Google Contacts

Choose a Google Contacts group from the dropdown to import the associated contacts into the Mail merge sheet.

5. Insert File Attachments

To include one or more files from Google Drive, click Add File Attachments from the Mail Merge menu.

6. Google File Picker

Use the File Picker opens to select one or more files from Google Drive to attach them to your merged emails.

7. Email Scheduler

(Optional) Add the date and time in the Scheduled Date column of the Mail merge sheet to send them at a later date.

8. Create Gmail Template

Compose a draft in Gmail, you can include add variable fields from the spreadsheet using the {{column name}} notation.

9. Run Mail Merge

Select your Gmail alias and the sender's name. All the other fields are optional. Click Continue.

10. Send Emails

Select the Gmail draft and click the Run Mail Merge button to start the mail merge process.

Useful Resources

1. Download Mail Merge Add-on (Chrome Webstore)
2. Mail Merge - Video Tutorial (YouTube)
3. How to Use Mail Merge for Gmail (Digital Inspiration)
4. Tweet @labnol for Support (Twitter)