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How to Do Gmail Merge

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Sujit Ghosh
Sujit Ghosh

This document provides steps for creating an email merge using Gmail. The process involves creating a Google spreadsheet with recipient contact information like name and email. A mail merge script is installed to activate the functionality. An email template is drafted with merge tags like $%First Name% to personalize fields. The spreadsheet's mail merge feature is used to send the template to all recipients, tracking status in a new column. Performing an email merge allows sending personalized bulk emails to many contacts at once from Gmail.

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How to Create Gmail Merge By Sujit Ghosh
Why Email Merge • Bulk emails can be sent by personalizing each email recipient, as opposed to a CC or BCC. • A standard letter can be saved and reused. • Depending on the allowable limits of the email provider- bulk emails can be sent with same content in one click.
Steps • Log into your Gmail account. • Create a Google spreadsheet in Google Drive w/ headers: First Name • First Name • Last Name • Email Address Last Name Email address
Activate Mail-merge on the Spreadsheet • Go to Tools  Script Gallery • Type “yet another” to find a mail merge script • Click Install – Then authorize to grant access to Gmail contacts • Close the window • A menu will appear on the spreadsheet: Mail Merge
Step 2- Creating Email  Create an email • Subject • Body of the email • Signature  Wherever you want to add any information from the header field, use $%Header% – Example: Dear $%First Name%. If the first name of the person is Richard in the spreadsheet the email will appear as Dear Richard.  Save the email as draft
Step 3 • Go back to the spreadsheet • Click on Mail Merge tab and select Standard Merge • A box will appear – Select the template just created – Put your own name in My Name field – Click Send Mails button. • New Column: Merge Status – After the emails were sent out, notice a new Column. Against each email address it will assign “Done” if the email address was correct.
Thank You Sujit Ghosh sujit.ghosh@3sgbs.com (818) 878-0834 (direct) www.3sgbs.com Like us on Face Book Twitter 3S Global is a Certified: DBE, California State SBE/CPUC MBE/ Los Angeles County SBE & CBE (W/MBE)/ Los Angeles City SLBE & MBE/ SCMSDC (NMSDC) MBE) "Minority Technology/ Science Firm of the Year 2012"- Awarded By the OFFICE of the Mayor of the City Of Los Angeles

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How to Do Gmail Merge

  • 1. How to Create Gmail Merge By Sujit Ghosh
  • 2. Why Email Merge • Bulk emails can be sent by personalizing each email recipient, as opposed to a CC or BCC. • A standard letter can be saved and reused. • Depending on the allowable limits of the email provider- bulk emails can be sent with same content in one click.
  • 3. Steps • Log into your Gmail account. • Create a Google spreadsheet in Google Drive w/ headers: First Name • First Name • Last Name • Email Address Last Name Email address
  • 4. Activate Mail-merge on the Spreadsheet • Go to Tools  Script Gallery • Type “yet another” to find a mail merge script • Click Install – Then authorize to grant access to Gmail contacts • Close the window • A menu will appear on the spreadsheet: Mail Merge
  • 5. Step 2- Creating Email  Create an email • Subject • Body of the email • Signature  Wherever you want to add any information from the header field, use $%Header% – Example: Dear $%First Name%. If the first name of the person is Richard in the spreadsheet the email will appear as Dear Richard.  Save the email as draft
  • 6. Step 3 • Go back to the spreadsheet • Click on Mail Merge tab and select Standard Merge • A box will appear – Select the template just created – Put your own name in My Name field – Click Send Mails button. • New Column: Merge Status – After the emails were sent out, notice a new Column. Against each email address it will assign “Done” if the email address was correct.
  • 7. Thank You Sujit Ghosh sujit.ghosh@3sgbs.com (818) 878-0834 (direct) www.3sgbs.com Like us on Face Book Twitter 3S Global is a Certified: DBE, California State SBE/CPUC MBE/ Los Angeles County SBE & CBE (W/MBE)/ Los Angeles City SLBE & MBE/ SCMSDC (NMSDC) MBE) "Minority Technology/ Science Firm of the Year 2012"- Awarded By the OFFICE of the Mayor of the City Of Los Angeles