A mail merge lets you quickly send a batch of personalized emails to a large email list. Show
Now usually, you’d use tools like MS Word and Excel to perform a mail merge, but that’s not the only option out there. You can also use the mail merge Google Docs approach. In this step-by-step guide, I’ll show you how to create a mail merge using a Google Doc template. I’ll then explain why Google Docs isn’t your best option to perform mail merges and walk you through the simplest way to do a mail merge! This Article Contains:(Click on links to jump to specific sections)
Let’s get started. How to Perform a Mail Merge in Google DocsBefore we dive into the mail merge Google Docs process, it’s essential to know that Google Docs doesn’t have a native mail merge feature — unlike Microsoft Word. As a result, there are three popular ways to do a mail merge in Google Docs:
If you’re familiar with coding, you can use the Google Docs API or the Google Apps Script platform to create your mail merge. Otherwise, consider using a third-party add-on like Autocrat, Smartsheet Merge, or Avery Label Merge. These Google Workspace (formerly G Suite) apps let you create personalized Google Doc files by automatically inserting data from a Google Sheet or Google Form. Note: There’s a more straightforward way to perform a Gmail mail merge. Instead of using a third-party tool like Autocrat to start mail merge, use Google Sheets with GMass, the ultimate mail merge tool. However, whether you’ll be using the Google Docs API, the Google Apps Script platform, or a third party add-on for your mail merge, you’ll need the following:
Now that you know what you’ll need for a mail merge workflow, I’ll go over how to perform a mail merge in the Google Docs web app using Autocrat: A. Create the Data File and Main DocumentBefore using Autocrat, we need to create the data file and template document required for the mail merge process. Here are the steps involved: Step 1 Ensure that you include a header for each data column you’ll use to personalize your Google Docs document. These headers can be anything, like First name, Title, Company, Address, etc. For example, here’s the Google Sheets data file I’ve created: Step 2 To do this, type your email body in a Google Doc and add merge tags to it. What is a merge tag? To add merge tags, enter your column headings and enclose them within the << >> symbols. An example of a merge field you could use is <<First name>>. Here’s the template I’ve created: B. Install AutocratOnce your Google spreadsheet and Google document are ready, you need to install the Autocrat add-on. Follow these steps to install the add-on: Step 1 Step 2 Then, install the mail merge add-on, select your account, and grant necessary permissions to Autocrat. Go back to Contents C. Use Autocrat to Perform the Mail mergeHere’s how to use Autocrat to perform a mail merge: Step 1 Step 2 Step
3 Step 4 Step 5 If the tags in your template document match the column names in your source data precisely, Autocrat will automatically map them. Otherwise, you’ll need to map each merge tag to the corresponding column header manually. After verifying that the mappings are accurate, click Next. Step 6 Here, I’ve given the file name as <<First name>> bill. This way, the mail merge documents created will have personalized file names, making it easier to identify them. You can then save the merged document as a PDF or Google Docs file. Step
7 Step 8 Additionally, you can use the pencil button to edit the mail merge, the eye icon to preview it, and the trashcan button to delete it. Once you’ve run the job, your merged Google document would look something like this: Go back to Contents Now that you’ve seen how to do a mail merge in Google Docs, I’ll explain why you need a better way to do mail merges: Why Google Docs Isn’t Ideal for Performing Mail MergesIf you’re used to performing a mail merge using an Excel spreadsheet and a Word document, you’ll find that the mail merge process in Google Docs is more complicated. Why? You’ll need to use either the Google Docs API or a third-party tool like Autocrat, Avery Label Merge, or Smartsheet Merge. Not only are they complicated to use, but they serve just one purpose: running a mail merge. You can’t create email lists, analyze recipient engagements, or even automate follow-ups — all of which are essential for email outreach campaigns. For a far more straightforward and comprehensive mail merge solution, consider integrating Google Sheets with GMass. Not only does GMass help you create effortless mail merges, but it can also handle almost any other aspect of email outreach. Go back to Contents The Easiest Way to Perform Mail Merges TodayGMass is an easy-to-use mail merge tool that works directly inside your Gmail account. Its advanced features have made it popular among employees in giants like Uber and Google, Twitter, and LinkedIn. Whether you’re an email marketer, small business owner, or casual mail sender, the tool is perfect for you. How to Create a Mail Merge with GMassGMass’ Google Sheets integration lets you perform massive mail merges instantly. Here’s how to do it: Step 1 Step 2 Step 3 You don’t need to add any placeholders here. Step 4 If you have multiple sheets in your spreadsheet file, choose the sheet you want to use for the mail merge. Once done, click on CONNECT TO SPREADSHEET. Step 5 Step
6 Here, you can automatically create personalized emails, set up automated follow-ups, schedule mass emails to go out later, and more. Step 7 Step 8 Remember to ensure that you include the corresponding placeholder for each mail merge field. Step 9 However, performing a Gmail mail merge isn’t all that GMass can do for you. Here are some more powerful GMass features:
To start using this robust outreach tool, download the Google Chrome extension for GMass today and sign up for free with your Gmail or Google account. Go back to Contents Next, I’ll go over a couple of commonly asked questions about mail merge: 2 Mail Merge FAQs1. What Is a Mail Merge?A mail merge is used to create personalized emails or any other document at scale by using data from a spreadsheet or data file. Usually, the process requires two separate documents:
At the end of the process, the mail merge would have combined the two documents into one personalized message. 2. How to Do a Mail Merge with Microsoft Word and Excel?You can perform a mail merge using the Microsoft Word and Excel apps on your computer. This way, you can create multiple documents at once, like bulk invoices, customized mailing labels (or merge labels), and mass emails. To perform a mail merge with Excel, follow this process:
Read my step-by-step guide on performing a mail merge using MS Excel and Word for more info. Go back to Contents Wrapping UpWhile it’s not impossible to perform a mail merge with a Google Docs template, the process is much more complicated than using Microsoft Word and Excel. Even though tools like Autocrat can help you to a certain extent, they’re not an ideal solution — the process remains largely inconvenient, and you’re limited in terms of what you can do. Fortunately, GMass offers you a more straightforward way to perform a mail merge and boost email marketing outcomes. From automatic email personalizing and follow-ups to detailed analytics and reporting, GMass is the only emailing tool you’ll ever need. Why not try out GMass’ Google Chrome extension today and perform massive mail merges with ease? Ready to send better emails and save a ton of time? GMass is the only tool for marketing emails, cold emails, and mail merge — all inside Gmail. Tons of power but easy to learn and use.
TRY GMASS FOR FREE Ajay is the founder of GMass and has been developing email sending software for 20 years. Love what you're reading? Get the latest email strategy and tips & stay in touch. Layanan Google apa yang digunakan untuk membuat mail merge?Cara Membuat Mail Merge di Gmail
Buka Google Spreadsheet Anda, klik menu Add-on dan Anda bisa melihat menu baru yang disebut “mail merge with attachments”. Klik menu “make merge template” untuk mengkloning template gabungan berupa draf kosong di Google Spreadsheet Anda.
Apa yang dimaksud mail merge?Mail merge merupakan salah satu fitur dalam Microsoft Word untuk membuat tulisan dalam jumlah banyak berdasarkan informasi yang disimpan dalam daftar, database, atau spreadsheet. Membuat mail merge sangat mudah, namun tidak semua pengguna tahu caranya.
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