Send personalized email campaigns from Sheets

Read this article to know how to easily send a personalized mail merge with Mergo to thousands of recipients in just a few clicks! Mergo doesn't require any coding skill, all you need is a Google account and a Google Sheets.

Prerequisite: Mergo must be installed on your Google account.

You can install Mergo from the Google Marketplace or from your Google Sheets by clicking "+" on your side panel.

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

1. Configure your Google Sheets

  • Open or create a Google spreadsheet to prepare your campaign information

Use the first row to write the names of each item you want in your email campaign.

For example, if we want to send an email with the First Name and Last Name of each recipient, we will write the headers as shown below:

Sheet with headers

Note: Your sheet must contain at least one recipient column (Email Address in this example)

  • Then add information row by row under each column:

2. Prepare your Gmail draft

  • Go to Gmail, and click "+ Compose" to create a new email template:

Gmail compose button

In your template, add some {{Merge fields}} to personalize your email with data from your spreadsheet.

In our example, we will add {{First Name}} and {{Last Name}}:

Close the template to save it as a draft in Gmail.

3. Send your mail merge with Mergo

  • Go back to your campaign spreadsheet and open Mergo

To do so, click on Mergo icon and select Mail Merge:

Open Mergo

Information related to your campaign is automatically pre-filled in the Mergo sidebar.

If needed, edit the Gmail draft (1), Email column (2) or Sender name (3):

Basic settings UI

Note: the Email Column must contain your recipient list

  • You are now ready! Just click on the “Send 3 emails” button to launch your campaign!

Your email has been automatically personalized with your recipient's first and last name