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How to Create Gmail Merge By Sujit Ghosh

How to Do Gmail Merge

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Step by step guide to do Gmail merge. I really liked this feature of gmail.

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Page 1: How to Do Gmail Merge

How to Create Gmail Merge

By Sujit Ghosh

Page 2: How to Do Gmail Merge

Why Email Merge

• Bulk emails can be sent by personalizing each email recipient, as opposed to a CC or BCC.

• A standard letter can be saved and reused.

• Depending on the allowable limits of the email provider- bulk emails can be sent with same content in one click.

Page 3: How to Do Gmail Merge

Steps

• Log into your Gmail account.

• Create a Google spreadsheet in Google Drive w/ headers:

• First Name

• Last Name

• Email Address

First Name Last Name Email address

Page 4: How to Do Gmail Merge

Activate Mail-merge on the Spreadsheet

• Go to Tools Script Gallery

• Type “yet another” to find a mail merge script

• Click Install

– Then authorize to grant access to Gmail contacts

• Close the window

• A menu will appear on the spreadsheet: Mail Merge

Page 5: How to Do Gmail Merge

Step 2- Creating Email

Create an email • Subject • Body of the email • Signature Wherever you want to add any information from

the header field, use $%Header% – Example: Dear $%First Name%. If the first name of the

person is Richard in the spreadsheet the email will appear as Dear Richard.

Save the email as draft

Page 6: How to Do Gmail Merge

Step 3

• Go back to the spreadsheet • Click on Mail Merge tab and select Standard

Merge • A box will appear

– Select the template just created – Put your own name in My Name field – Click Send Mails button.

• New Column: Merge Status – After the emails were sent out, notice a new Column.

Against each email address it will assign “Done” if the email address was correct.

Page 7: How to Do Gmail Merge

Thank You

Sujit Ghosh [email protected] (818) 878-0834 (direct) www.3sgbs.com Like us on Face Book Twitter 3S Global is a Certified: DBE, California State SBE/CPUC MBE/ Los Angeles County SBE & CBE (W/MBE)/ Los Angeles City SLBE & MBE/ SCMSDC (NMSDC) MBE) "Minority Technology/ Science Firm of the Year 2012"- Awarded By the OFFICE of the Mayor of the City Of Los Angeles