Choose the best date and time to deliver your emails

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You can send out your emails using Mergo’s advanced scheduling feature. With this, you can increase conversions and make sure that you reach your audience when they're most available by selecting the best date and time to strategically deliver your email campaigns.

Prerequisite: You must have an existing campaign sheet before you can use the Scheduling feature. Follow this tutorial to learn how.

📊 This feature is only available in our Mergo add-on for Sheets.

How to set up the Row by row feature

1. In your campaign sheet, add a column with the header labeled Merge date:

📌Note: Merge date” is a reserved keyword by Mergo - meaning it cannot be used for other labeling purposes. Mergo keywords are not case sensitive (mixed cases like “merGe DAtE” is allowed). Just remember to avoid typographical errors or missing/extra spaces.

2. Fill the Merge date column with the dates and hours that you want your emails to be sent:

We used a 5-minute interval for our example.

Remember: Use the correct date format. You will know it’s correct when a calendar pop-up appears when you double-click on the cell date (Figure A). Otherwise, the entry will be treated as plain text and left-aligned (Figure B):

💡Tip: To correctly enter the date and time the 1st time, either:

  • Copy & paste this on your cell (then modify as needed) - 7/12/2021 12:59:18

  • Enter this formula on your cell (then copy & paste as values) - = now()

Figure A - Correct date format

Figure B - Incorrect date entered (treated as plain text)

📌Note: Emails will not be sent exactly as specified. It may have a delay of up to 1 hour (but based on our tests, scheduled emails are sent within 5 - 10 minutes from the specified time). This delay is due to Google's trigger events.

💡Tip: Make sure that your Spreadsheet's Time zone is configured properly since delivery times are based on this specification. To do this in Google Sheets, go to File > Spreadsheet settings > choose the relevant Time zone (1) > click Save settings (2).

3. In your Mergo sidebar, click the Mail Merge menu:

4. Click the More actions button (1) > Schedule delivery (2):

5. Click Row by row:

6. Click the SCHEDULE MAIL MERGE button. Your emails will be sent when the specified date and/or time is reached:

📌Note: You will see a note on the Scheduled Campaign section reminding the importance of our reserved keyword: “An email is sent when the date in column 'Merge date' is reached”.

What happens after sending your scheduled emails?

Your recipient’s Merge status will initially be tagged as SCHEDULED.
Once the specified date and/or time is reached, Mergo will start sending out the emails and their respective status will be replaced with SENT.

Can I set several scheduled emails in the same campaign sheet?

You can schedule several email campaigns using a single Google Sheets (file). But each campaign needs to reside in its own Sheets / Tab:

A single Google Sheets file containing 3 campaign sheets.

You also need to Refresh the Mergo sidebar each time you schedule a campaign on another sheet/tab. This ensures that Mergo is referencing the correct campaign sheet (datasource).

Just click the Mergo actions button > Refresh.
Then follow the steps detailed above on How to set up the Row by row feature.