Mail merge excel to gmail
A great combination!
To send a mail merge from Excel to Gmail, you'll need to use a combination of Excel's built-in features and a third-party add-in or script. Here's a step-by-step guide to help you achieve this:
Method 1: Using Excel's built-in features and Gmail's SMTP server
- Create a mail merge template in Excel using the
MAILTO
function. This function allows you to send an email from within Excel. - Set up your Gmail account as the SMTP server in Excel. You can do this by going to
File
>Options
>Advanced
and entering your Gmail account credentials. - Use the
MAILTO
function to send the email. For example:=MAILTO("[email protected]", "Subject", "Body")
- Use the
CONCATENATE
function to combine the recipient's email address with the subject and body of the email. - Use the
VLOOKUP
function to retrieve the recipient's email address from a separate column in your Excel sheet. - Use the
INDEX
andMATCH
functions to retrieve the recipient's name and other relevant information from a separate column in your Excel sheet. - Use the
SUBSTITUTE
function to replace any special characters in the recipient's email address with the correct characters.
Here's an example formula that combines all the above steps:
=MAILTO(VLOOKUP(A2, recipients, 2, FALSE), "Hello " & INDEX(recipients, MATCH(A2, recipients, 0), 1) & ", this is a test email.", "Test Email")
Method 2: Using a third-party add-in or script
- Install a third-party add-in like
Gmail Add-in
orSend Email
from the Excel store. - Configure the add-in to connect to your Gmail account.
- Use the add-in's interface to create a mail merge template. The add-in will allow you to select the recipients, subject, and body of the email.
- Use the add-in's scripting feature to automate the mail merge process. You can write a script using VBA or a programming language like Python or JavaScript.
Here's an example script using VBA:
Sub SendEmail()
Dim olApp As Object
Dim olMail As Object
Dim recipients As Range
Dim subject As String
Dim body As String
Set olApp = CreateObject("Outlook.Application")
Set olMail = olApp.CreateItem(0)
Set recipients = Range("A:A") ' assume recipients are in column A
subject = "Hello " & recipients(1).Value & ", this is a test email."
body = "This is a test email."
For Each recipient In recipients
olMail.To = recipient.Value
olMail.Subject = subject
olMail.Body = body
olMail.Send
Next recipient
Set olMail = Nothing
Set olApp = Nothing
End Sub
Method 3: Using a Google Apps Script
- Create a new Google Apps Script project.
- Use the
GmailApp
service to send emails. - Use the
PropertiesService
to store the recipients, subject, and body of the email. - Use the
ScriptDb
service to retrieve the recipients, subject, and body of the email from a Google Sheets spreadsheet.
Here's an example script:
function sendEmail() {
var recipients = PropertiesService.getUserProperties().getProperty("recipients");
var subject = PropertiesService.getUserProperties().getProperty("subject");
var body = PropertiesService.getUserProperties().getProperty("body");
var mailOptions = {
to: recipients,
subject: subject,
body: body
};
GmailApp.sendEmail(mailOptions);
}
I hope this helps you achieve your goal of sending a mail merge from Excel to Gmail!