Monday, October 14, 2013

Mail Merge - Using Google Spreadsheet and Gmail

Inserting the Mail Merge function to spreadsheet

1. Open google drive
2. Create-->spreadsheet
3. Tools-->Script Gallery
4. Type "Yet Another" in search bar
5. Install "Yet another mail merge"
6. Authorise
7. Maximise box until you can see "accept" click this
8. Close down box where you installed "Yet another mail merge"
9. The mail merge option is now available on this google spreadsheet.

Populate spreadsheet with data and draft email

1. Create the columns - e.g. firstname, lastname, groupname, email address
2. Add in the data
3. Draft email in gmail and save - remember to give it a subject line but leave the "To" field blank.
e.g.

Dear $%firstname%

Blah Blah, please delete $%groupname% blah blah

Many thanks

Dina

Signature

note: if you taking a field from a spreadsheet always use "$%texthere%" (you can make this bold, italic etc if you prefer)

4. Navigate back to spreadsheet and click "Mail Merge"
5. Standard Merge
6. Which column contains the recipients? Select column name
7. Select the draft email that you have saved in gmail
8. Send mails
9. The spreadsheet will say "done" for each person, when completed.
10. Check your sent items to confirm

You might like to send a couple of test emails to the team before you populate with actual data for mass mail merge.

Post back and let me know if these instructions where easy to follow and if you where successful.