Mail merge gmail excel

A popular combination!

To perform a mail merge from Gmail using Excel, you'll need to follow these steps:

Step 1: Prepare your data in Excel

• Open your Excel spreadsheet and create a table with the following columns:
  • Email address (column A)
  • Name (column B)
  • Subject (column C)
  • Body (column D)
• Enter the data for each recipient in the corresponding columns.

Step 2: Create a Gmail template

• Log in to your Gmail account and compose a new email.
• Write the email body and subject as you normally would.
• Use placeholders for the dynamic data you want to insert from your Excel spreadsheet. For example:
  • {{Name}} for the recipient's name
  • {{Email}} for the recipient's email address
• Click on the "Insert" menu and select "Template" to create a template.

Step 3: Use a mail merge add-on

• There are several add-ons available that can help you perform a mail merge from Gmail using Excel. Some popular options include:
  • AutoCrat: A free add-on that allows you to create custom email templates and merge data from Excel.
  • Merge: A paid add-on that offers advanced mail merge features, including support for multiple templates and conditional logic.
  • Mail Merge for Gmail: A free add-on that allows you to merge data from Excel into Gmail templates.

Step 4: Configure the add-on

• Install the add-on you've chosen and follow the setup instructions.
• Configure the add-on to connect to your Gmail account and Excel spreadsheet.
• Set up the mail merge template by selecting the Excel spreadsheet and specifying the columns that contain the dynamic data.

Step 5: Run the mail merge

• Once you've configured the add-on, you can run the mail merge by clicking on the "Merge" button.
• The add-on will automatically populate the email template with the data from your Excel spreadsheet and send the emails to each recipient.

Here's an example of how you might use AutoCrat to perform a mail merge from Gmail using Excel:

1. Install AutoCrat and connect it to your Gmail account and Excel spreadsheet.
2. Create a new email template in Gmail and use placeholders for the dynamic data (e.g. {{Name}} for the recipient's name).
3. In Excel, select the cells that contain the data you want to merge (e.g. name, email address, subject, body).
4. In AutoCrat, select the Excel spreadsheet and specify the columns that contain the dynamic data.
5. Click on the "Merge" button to run the mail merge.
6. AutoCrat will automatically populate the email template with the data from your Excel spreadsheet and send the emails to each recipient.