Mail merge gmail excel spreadsheet

A great combination!

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

Step 1: Prepare your Excel spreadsheet

• Create a new Excel spreadsheet or open an existing one.
• Set up your data in a table format, with each row representing a single record and each column representing a field (e.g., name, email, address, etc.).
• Make sure your data is organized and formatted correctly.

Step 2: Create a Gmail template

• Log in to your Gmail account and compose a new email.
• Write the email body and subject line as you normally would.
• Use placeholders for the fields you want to merge from your Excel spreadsheet. For example, if you want to merge the name field, you can use {{name}}.
• Save the email as a draft.

Step 3: Use a mail merge add-on

• There are several add-ons available that can help you perform a mail merge using Gmail and Excel. Some popular options include:
  • AutoCrat: A popular add-on that allows you to merge data from Google Sheets or Excel into your Gmail emails.
  • Merge: A simple add-on that allows you to merge data from Google Sheets or Excel into your Gmail emails.
  • Mail Merge: A more advanced add-on that allows you to merge data from Google Sheets or Excel into your Gmail emails, as well as automate other tasks.

Step 4: Connect your Excel spreadsheet to the add-on

• Once you've installed the add-on, follow the instructions to connect your Excel spreadsheet to the add-on.
• You may need to authorize the add-on to access your spreadsheet data.

Step 5: Run the mail merge

• Once you've connected your spreadsheet to the add-on, you can run the mail merge.
• The add-on will merge the data from your spreadsheet into the email template you created earlier.
• You can customize the merge process to suit your needs, such as selecting which fields to merge and how to format the data.

Step 6: Send the emails

• Once the mail merge is complete, you can send the emails to your recipients.
• The add-on will automatically send the emails using your Gmail account.

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

1. Install AutoCrat and connect your Excel spreadsheet to the add-on.
2. Create a new email template in Gmail and use placeholders for the fields you want to merge (e.g., {{name}}).
3. Run the mail merge using AutoCrat, selecting the fields you want to merge and the format you want to use.
4. Review the merged emails to ensure they're correct and send them to your recipients.