Step by step guide to do Gmail merge. I really liked this feature of gmail.

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
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