Creating a Mail Merge with Google Sheets

Creating a Mail Merge with Google Sheets

Step 1 : Prepare Your Google Sheet
  1. Open your template spreadsheet by clicking this link and then click Make a copy
  2. In your copied spreadsheet, update the Recipient, CC & BCC columns with the email addresses that you want to use in the mail merge
  3. You can add multiple emails to the Recipient, CC and BCC columns, but they must be separated by a comma
  4. (Optional) Add, edit, or remove columns to customize the data you want to include in your email template
  5. It is recommended that you do not edit the name of the Recipient or Email Sent columns
  6. An example of what your spreadsheet could look like is provided below 


Step 2 : Create an email template
  1. In your Gmail account, create an email draft. Then add the body content of your email to the email draft
  2. To include data such as First name and Last name from the spreadsheet in your email draft, you can use placeholders that correspond to column names surrounded by curly braces, such as {{First name}}
  3. Using placeholders can help to personalize your emails for each of the individual recipients that are apart of your mail merge
  4. Placeholders are case sensitive and must exactly match the column headers
  5. Then, add a subject line to your email draft
  6. Next, copy the subject line of your email draft
  7. Examples of what your draft email setups could look like both with and without placeholders are provided below 
  

Step 3 : Run the Mail Merge
  1. In the spreadsheet, click Mail Merge > Send Emails. You might need to refresh the page for this custom menu to appear
  2. When prompted, authorize the script. If the OAuth consent screen displays the warning, "This app isn't verified" continue by selecting Advanced > Go to {Project Name} (unsafe)
  3. Click Mail Merge > Send Emails again
  4. Paste the draft email template subject line aka the Description and click OK as shown below 

  1. The emails should now be sent and will show a time stamp in the Email Sent column of your spreadsheet as shown below and your mail merge is now complete


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