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The Mail Merge with HTML Mail program will help you send personalized email messages in bulk using your Gmail account. What can Mail Merge for Gmail do? You can send messages in rich HTML, the message can have one or more file attachments, you can have different attachments for every message and it is also possible to track email open activity using Google Analytics. Mail Merge with Gmail Gmail Read Receipts with Google Analytics Compose & Send HTML Mail Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG 1

Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

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Page 1: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

The Mail Merge with HTML Mail program will help you send personalized email messagesin bulk using your Gmail account.

What can Mail Merge for Gmail do?You can send messages in rich HTML, the message can have one or more fileattachments, you can have different attachments for every message and it is alsopossible to track email open activity using Google Analytics.

• Mail Merge with Gmail• Gmail Read Receipts with Google Analytics• Compose & Send HTML Mail• Advanced Mail Merge

Step 1: Copy the sheetMake a copy of the Google Mail Merge sheet that you've received in the email.

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Page 2: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 2: Authorize the sheetGo to the Mail Merge Menu and click Authorize to allow the sheet to perform MailMerge.

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Page 3: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 3: AuthorizeClick OK at the Authorization Required dialog.

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Page 4: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 4: Grant PermissionsClick Accept at the Request for Permissions screen. The script needs permissions tosend emails, read files (for attachments) and for writing data back to the spreadsheet.Your data is not visible to anyone.

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Page 5: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 5: Upload AttachmentsIf you wish to include file attachments in your Gmail Mail Merge, go to your GoogleDrive and create a new Folder. For this example, let's call the Drive folder as MailMerge.

Now upload your files to this folder and make a note of the folder address from thebrowser address bar.

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Page 6: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 6: Fill the Mail Merge TemplateSwitch to the Mail Merge spreadsheet in your Google Drive and fill-in all the fieldshighlighted in white.

1. For the message body, you can either enter plain text or create rich HTML mail andinsert the HTML source here.

2. If your mail has attachments, add the URL of the Google Drive folder in cell F15 (we'lladd the file names later).

3. If you wish to CC or BCC the mail to other people, add their email address in cells F17 &F19 separated by commas.

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Page 7: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

4. If you would like to enable tracking with Google Analytics, enter the extact tracking ID incell F21 else leave it blank.

Step 7: Import ContactsGo to the Mail Merge Menu and choose Import Contacts to import name and emailaddresses from Google Contacts into the Mail Merge spreadsheet. You can also writethe name and emails manually.

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Page 8: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 8: Select Google Contact GroupSelect any Google Contacts group from the dropdown. If you have not created acontacts group yet, go to Google Contacts, select contacts that you want to add to agroup, click the Groups button and then Create new. Enter the name of the group andclick OK.

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Page 9: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 9: Add Files Names in column CIf you wish to include file attachments in your outoing mails, add the file names incolumn C. You can include one or more attachments and the file names should beseparated by commas. These files should be present in the Google Drive folder thatyou created in Step 5. And if you don't wish to attach a file in the message, just keepthis column blank.

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Page 10: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 10: Start Mail MergeYour contacts will now appear in the Google Sheet. Go to the Mail Merge Menu againand choose Start Mail Merge to start sending emails. Once all the emails have beensent, the cells in column D will show the status as OK for messages that were sentsuccessfully.

If the mail merge stops for some reason, you can always resume by choosing the same"Start Mail Merge" menu. It will not resend mails that have already been sent.

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Page 11: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 11: Mail Tracking with Google AnalyticsGo to Google Analytics, switch to the Reporting tab and then choose the Event reportunder Real-Time to track mail open activity in real time.

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Page 12: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Step 12: Email Open ReportsInside Google Analytics, expand the Behavior group and choose Events. Now selectthe date range and you'll see all mail activity around your email campaign.

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Page 13: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

Email Report - Google AnalyticsYou can click the category name and switch to the Event Label dimension to see a listof recipients who have read your email.

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Page 14: Mail Merge for Gmail v2 · • Advanced Mail Merge Step 1: Copy the sheet Make a copy of the Google Mail Merge sheet that you've received in the email. Mail Merge for Gmail v2.0 CTRLQ.ORG

References• Mail Merge with Gmail• Gmail Read Receipts with Google Analytics• Compose & Send HTML Mail• Advanced Mail Merge with Gmail & Google Docs

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