East Bay Solutions

Mail Merge in Gmail

KB-608

Solution

Problem or Question:

How do I do a mail merge in Gmail?

Environment:

Gmail

Solution or Answer:

It may be helpful to view this video tutorial on how to conduct a mail merge as you read the following instructions:

 

Step 1. Using Google Drive, create a spreadsheet including the information you would like personalized in each email.  (You can use an Excel spreadsheet but it must be converted into a Google spreadsheet first)

 

 spreadsheet.png

Step 2. Have each column represent a category of information. For example, as seen below, the first column represents recipient's email address, followed by first name, last name, and lastly, department
Note: Ensure that the first column always contains the email addresses of the recipients. 

  spreadsheet_example.png  

Step 3. Return to Gmail, and compose your message, and include a subject. The fields in the body of the text which you would like merged must be typed in the email as so: <<>>. After doing so, save the message as a draft.

You can close the email once it has been saved as a draft. It will be saved automatically.

 composed messege.png

Step 4. In the spreadsheet document, install Yet Another Mail Merge as an add-on.

1. Click Add-ons and select Get add-ons...

get_add_ons.png
 

2. Search for Yet Another Mail Merge on the window that appears and click Free. A window appears asking for your permission to use your email information.  

 yet another mail merge_1.png

3. Click Accept.

Step 5. Go to Add-ons on the menu bar, navigate to Yet Another Mail Merge and select Start Mail Merge

start mail merge.png  
 

Step 6. A window appears prompting you to select a draft in order to begin the mail merge. Click the subject of the draft that you saved earlier from the drop down menu next to Draft. Enter your name in the text box next to Sender name. If you would like to recceive a test copy of each email, click Send me a test email. Otherwise, click Send Emails.

 

send email.png 

When completed, a window appears stating that the merge is completed. A new column is also created in the document with a status of each message sent. When the Merge Status is "Done", this means that the email has been sent. You can discard the draft taht had been saved. 

 merge status1.png


Submitted by Natally Servino natally.servino@csueastbay.edu




Article Details

Last Updated
11th July 2014 11:49:01 am

Submitted By
Natally Servino

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