Google Sheet comes with a suite of features that, sadly, not many of us are using to its full potential. You can set reminders, send emails, send text SMS and do many more cool things from Google Sheet. The mail merge in Google Sheet feature that lets you send automatic emails is what we are going to look at in this blog.
Mail Merge in Google Sheet
Let’s take a situation. You have a list of customers in Google sheet who need to renew their subscription for your service. To remind your customers you need to send emails to them. You can do that from your Google Sheet itself using an add on called Yet Another Mail Merge (YAMM).
Here you’ll find a step by step instructions on how you can send emails automatically using YAMM. Before you start make sure you are logged in with the same account to access Gmail and Google Sheet.
1. Install YAMM
- Open Google Sheets and click on Extensions>Add-ons>Get Add-ons.
- In Google Workspace Marketplace pop up, search the Add-on and click install.
2. Create Email Template
- Open Gmail
- Click ‘Compose’.
- Enter the matter for the template
- Click on the three dots icon in the buttom right corner and select ‘Templates’.
- Click on ‘Save draft as template’.
- To edit a saved template, select the template under the overwrite template section
- If you want to create the template as a new one, click on ‘ Save as new template’.
Note: To personalize the template insert bracketed fields <> as placeholders for first names or any other information you would like to add.
For example, if you need to add the first name for every contact, add <First Name> in the template.
Make sure that when you create the contact list in Google Sheet the title of the column matches the content added in brackets in the template.
You can read this blog to know more about how you can create an email template in Gmail.
3. Create Contact List
If you haven’t created a contact list already, you can create a contact list with the names and email addresses. You can customize the fields as per your needs.
- Click on Extension and select ‘Yet Another Mail Merge: Mail Merge for Gmail’.
- Click on ‘Start Mail Merge’.
4. Send Email
- In the Start Mail Merge pop up enter the name of the sender in the ‘Sender Name’ field.
- In the email template field click on the drop down and select the email template you have created in your Gmail account.
- Click on ‘Send Email’ to send the email to all contacts in your Google sheet list.
Now the emails would be sent to all the contacts in your list. You can also track the open rates of the emails by enabling the tracking option.
Looking for a bigger solution to send emails automatically to your customers? Then it’s better that you use a business management tool like Zenys where you can automate sending emails. All you have to do is create a template and set the trigger to auto send emails.
Using Zenys you can create triggers when an invoice, quotation and estimate is created or when a contact or sale is added. You can select the trigger and set the action to send an email and select the preset template.
A few steps to follow and everything gets done even when you are off the clock. Sign up for Zenys and start sending automated emails to your customers.