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How to Use Google Mail Merge - Knowledgebase / Application and Online Services Help / Google Apps - SOU IT Help Desk

How to Use Google Mail Merge

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How to Use Google Mail Merge:

 

We are retiring our usage of Mail Meteor and thus swapping to Google Mail Merge. This is an article that will help show how to use it.

 

Google Mail Merge allows you to send personalized emails to multiple recipients by using data stored in a spreadsheet.

For example, if you have a list of names and email addresses in a spreadsheet, Mail Merge can use that information to automatically generate and send customized emails to each person.

 

  • Ensure that you have the spreadsheet containing the list of email recipients.

  • Open your SOU Gmail account, or click this link to access it directly.

Picture of the compose button under the Gmail icon and above the inbox selection

  • Click the Compose button (usually located at the top left).

  • The right side of the To field there should icons for Cc, Bcc, and a people icon with a plus sign called the Use mail merge icon.

  • Click the Use mail merge icon to open a dropdown menu.

  • Check the Mail Merge box, then select Add from a spreadsheet.

Picture of the Mail Merge icon and the dropdown menu after the mail merge icon is selected

  • A window titled Link a spreadsheet for recipient info will appear, with tabs at the top to help you locate your file.

  • Locate your spreadsheet using those tabs.

Example

For example, If your spreadsheet is saved in Google Drive, look under the My Drive tab.

Picture of the spreadsheet selection with the tabs of where to find the spreadsheet that you are looking for highlighted with underlined red and the insert button highlighted after selecting a spreadsheet which is located at the bottom right corner of the screen

  • Select it and then click Insert.

  • Next, match the fields: link the EMAIL field to the email column in your spreadsheet, and the FIRST NAME field to the appropriate column.

Note

LAST NAME is an optional field but FIRST NAME is a required field.

Picture of the fields being synced email recognizing the email column and the name column recognizing the name column in the spreadsheet as well

  • Click Finish when done.

  • Click Continue to begin the process of sending the email.

Note

You can start drafting your email either at the beginning or midway through the Mail Merge process. Just be sure to have the email fully written before clicking Continue.

Picture of a test email with the mail merge linking a spreadsheet to whom it shall send the emails to and the continue button is highlighted to continue the process

Note

You may get a popup titled Help fight junk mail which provides information about email best practices. It includes a Got it button and an option to prevent the popup from appearing again.

  • The final step(s) are found on the Ready to send popup window.

  • Clicking Cancel will stop the whole process.

  • Clicking Send preview delivers a copy of your email to your inbox so you can review formatting and content before sending.

  • Clicking Send all will send the final version of your email to all recipients listed in your spreadsheet.

 

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