How to do mail merge in gmail with excel
Mail merge in Gmail with Excel! That's a great question!
Unfortunately, Gmail doesn't have a built-in mail merge feature like Microsoft Outlook does. However, you can still achieve mail merge functionality using a combination of Google Sheets, Google Forms, and Gmail's scripting capabilities. Here's a step-by-step guide to help you do a mail merge in Gmail with Excel:
Prerequisites:
- You have a Google Sheets document with your data (e.g., names, emails, and messages).
- You have a Gmail account.
- You have basic knowledge of Google Sheets and Gmail scripting.
Step 1: Prepare your data in Google Sheets
- Create a new Google Sheet or open an existing one with your data.
- Make sure your data is organized in a table format with columns for the recipient's name, email, and message (or any other relevant information).
- Format your data as needed (e.g., add headers, adjust column widths).
Step 2: Create a Google Form
- Go to Google Forms and create a new form.
- Add a question for each column in your Google Sheet (e.g., "Name", "Email", "Message").
- Set the question type to "Short answer" or "Paragraph" depending on the type of data you're collecting.
- Save the form.
Step 3: Connect Google Forms to Google Sheets
- Go to your Google Sheet and click on "Tools" > "Script editor".
- In the script editor, delete any existing code and paste the following script:
function doGet(e) { var form = e.parameter.form; var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet(); var data = sheet.getDataRange().getValues(); var formResponses = e.parameter.response; var response = JSON.parse(formResponses); var row = []; for (var i = 0; i < data.length; i++) { row.push(data[i][0]); // Assuming the first column is the recipient's name } sheet.getRange(1, 1, row.length, 1).setValues(row); return ContentService.createTextOutput("Form submitted successfully!"); }
- Save the script.
Step 4: Set up Gmail's scripting
- Go to your Gmail account and click on the gear icon > "See all settings".
- Click on the "Filters and Blocked Addresses" tab.
- Click on "Create a new filter".
- In the "From" field, enter
@script.google.com
. - Click "Create filter".
- In the "Apply the label" dropdown, select "New label" and give it a name (e.g., "Mail Merge").
- Click "Create".
Step 5: Run the mail merge
- Go back to your Google Sheet and click on "Tools" > "Script editor".
- In the script editor, click on the "Run" button or press Ctrl+Enter.
- The script will create a new row in your Google Sheet for each form submission.
- In your Gmail account, go to the "Mail Merge" label and you should see a new email draft for each recipient.
Tips and Variations:
- To customize the email template, you can use Gmail's scripting capabilities to insert dynamic values from your Google Sheet.
- You can also use Google Apps Script's
MailApp
service to send the emails programmatically. - If you have a large number of recipients, you may want to consider using a third-party service like Mailchimp or Constant Contact for more advanced mail merge features.
That's it! With these steps, you should be able to do a mail merge in Gmail with Excel using Google Sheets and Google Forms.