Mail Merge in Gmail

Overview

Williams supports Gmail’s built in mail merge tool 

• Mail merge lets you personalize messages with merge tags, such as @firstname and @lastname. When you send a message, each recipient gets a unique copy of the email in which the merge tags are replaced with your details.
• Recipients can’t check who else you sent the message to. To easily manage conversations, you'll get the recipient’s replies in separate threads.
• If you have a large number of recipients, you can link a spreadsheet that contains their contact information. Any column in the spreadsheet can be used as a merge tag in your message. It includes custom details for each recipient to personalize your message.

Requirements

This service is available to all users of Williams email

Instructions

Please check out our basic instructions below.  For more detailed instructions and additional tips you can also check out Google’s instructions at the link here.
https://support.google.com/mail/answer/12921167?hl=en

Mail Merge In Gmail

Instead of adding recipients to your message directly, you can load recipients from a spreadsheet where each row contains information for a different recipient. You can use any column from your spreadsheet as a merge tag in Gmail, so you can personalize messages with more information.

First prepare your Google Sheet.  Note that each column of your spreadsheet must have a header.  Contact information must be in the first tab of your spreadsheet and can only contain text.  The header of the email address column should be "Email" without the quotes.  If you will be addressing each email individually with a first name have the header of first names be "First".  Other columns can have unique headers.  Once the Sheet is ready:

1. On your computer, open Gmail.
2. At the top left, click Compose.
   • You can also open an existing draft.
3. Go to the "To:" line.
4. Click Use mail merge.
5. Turn on Mail merge.
6. Click Add from a spreadsheet.
7. Select a spreadsheet, then click Link.
8. Use the dropdown menus to select the columns from the spreadsheet to determine each recipient's address (e.g. Lisa Rodriguez <lisa@example.com>). On this initial screen confirm the following contact information from your spreadsheet:
   • Email
   • First name
   • Last name (optional)
9. Click Finish.
   • Your spreadsheet is added to the “To:” line in the message.
10. In your email message enter the symbol @ where you would like a column's information to go e.g. @First
11.  Enter other merge fields by typing @ and selecting the appropriate column header from the menu that pops up.
12. (Optional) To select a merge tag, press Enter.
13. Click Send when done.

Additional Help

For more detailed instructions and additional tips you can also check out Google’s instructions at the link here.
https://support.google.com/mail/answer/12921167?hl=en

Please use the service request button on the top to request additional help.