Mail merge google drive
Mail merge with Google Drive!
Mail merge is a powerful feature that allows you to combine a template with a list of data to create multiple personalized documents. Google Drive provides a simple way to perform mail merge using Google Sheets and Google Docs. Here's a step-by-step guide to help you get started:
Prerequisites:
- Google Drive account
- Google Sheets (for data storage)
- Google Docs (for template creation)
- Familiarity with Google Sheets and Google Docs
Step 1: Prepare your data
Create a Google Sheet with the following columns:
- Column A: First name
- Column B: Last name
- Column C: Email address
- Column D: Any other relevant data you want to include in your mail merge
Enter your data in the sheet. You can also import data from other sources, such as CSV files or other Google Sheets.
Step 2: Create your template
Create a new Google Doc and design your template. Use placeholders for the data you want to merge, such as:
{{First Name}}
{{Last Name}}
{{Email Address}}
Step 3: Set up the mail merge
In your Google Sheet, go to Tools > Script editor. This will open the Google Apps Script editor.
Create a new script by clicking on the "Create" button. Name your script, for example, "Mail Merge".
In the script editor, paste the following code:
function mailMerge() {
var sheet = SpreadsheetApp.getActiveSheet();
var dataRange = sheet.getDataRange();
var data = dataRange.getValues();
var templateDoc = DocumentApp.openById("TEMPLATE_ID");
var templateBody = templateDoc.getBody();
for (var i = 0; i < data.length; i++) {
var row = data[i];
templateBody.replaceText("{{First Name}}", row[0]);
templateBody.replaceText("{{Last Name}}", row[1]);
templateBody.replaceText("{{Email Address}}", row[2]);
// Add more placeholders and replace text as needed
var newDoc = templateDoc.makeCopy();
newDoc.setName("Mail Merge - " + row[0] + " " + row[1]);
newDoc.saveAndClose();
}
}
Replace TEMPLATE_ID
with the ID of your Google Doc template.
Step 4: Run the mail merge
Go back to your Google Sheet and click on the "Run" button next to the script editor. This will execute the mail merge script and create a new document for each row in your data sheet.
The script will replace the placeholders in your template with the corresponding data from your sheet and save each document with a unique name.
Tips and Variations:
- Use
{{}}
placeholders to indicate where you want to insert data. - Use
replaceText()
method to replace placeholders with data. - You can add more placeholders and replace text as needed.
- You can also use
getRange()
method to get a specific range of cells and merge data. - You can customize the script to suit your specific needs, such as adding more data fields or formatting options.
That's it! With these steps, you should be able to perform a mail merge using Google Drive.