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If you are a business owner, you have to learn how to market your company. One of the best ways to reach out to your audience members is to send newsletters and email messages.

Rather than type every email address individually, link your contact lists. You can learn to use mail merge in Gmail with Excel spreadsheets first. This process will send your newsletters or other marketing content automatically.

How to Create Mail Merge with Gmail and Excel

This guide will show you how to use mail merge in Gmail with Excel. You can also send bulk messages using these two software programs in tandem.

How to Mail Merge in Gmail with Excel

First, you must learn to use mail merge Gmail Excel files. You can quickly send your emails by importing the contact lists from your spreadsheets in a few short steps.

1. Import Excel File into Google

The first step in learning to mail merge in Gmail with Excel is to import the spreadsheet. You will need to go to the Google Sheets website to begin.

  1. Go to docs.google.com/spreadsheets/ on your browser.
  2. Start a new blank spreadsheet after signing into your account.
  3. Click “File,” followed by “Import.”
  4. Select the “Upload” tab in the pop-up window that appears.
  5. Drag and drop your Excel spreadsheet or press “Select a File from Your Device.”
  6. Find the spreadsheet you want to use in the mail merge.
  7. Press “Select.”
  8. Select “Replace Spreadsheet.”
  9. Press “Import Data.”

You can also start a new spreadsheet after uploading the data. The contact list will automatically load into Google Sheets.

2. Open Mailmeteor

Next, you need to access the best mail merge for Google Docs or Sheets. You will use an add-on that comes with your Google account like Mailmeteor. You can access this add-on using the steps below.

  1. Keep your Google Sheets document open.
  2. Click on “Add-ons” in the menu at the top of the screen.
  3. Press “Get Add-ons.”
  4. Search “Mailmeteor” and wait for the results to load.
  5. Tap on “Mailmeteor” when it appears.
  6. Press “Install.”
  7. Click on the “Add-ons” menu again.
  8. Press “Mailmeteor: Mail Merge for Gmail.”
  9. Click “Open Mailmeteor.”

There are additional mail merge add-ons you can use in this process. The steps to access and use the three options below are the same as those for Mailmeteor.

Yet Another Mail Merge: Mail Merge for Gmail

Yet Another Mail Merge: Mail Merge for Gmail lets you send bulk emails from the contact lists you add to Google Sheets. It will let you send over 1,500 messages, splitting them over several days.

After you launch Yet Another Mail Merge, wait for your test email. This feature will prove that the process works as needed.

Yet Another Mail Merge provides real-time tracking details to your Google Sheets spreadsheet. You will know when the messages send, replied to, or opened. Send a follow-up email if the recipient does not respond.

Autocrat

The next best mail merge for Google Docs is Autocrat. You can add information from your spreadsheet to a document template. You can indicate what to send with merge tags.

You can send any document you merge with Autocrat as an attachment to your emails. Automate the process by allowing Autocrat to recognize when creating a new form or spreadsheet. You do not have to worry about continuously updating the add-on with updated information.

You can also use Google Slides as your template for the add-on. Send the data from a spreadsheet directly to a blank presentation. You can attach either of those documents to your emails, as mentioned.

Mail Merge for Gmail

Finally, you can download and install Mail Merge for Gmail using the same steps mentioned for Mailmeteor. You can send the emails directly to the contacts listed in your Google Sheets spreadsheet.

After you install the add-on, you will create an email template. Add brackets around names, initials, or other pertinent data. After previewing the campaign, send a test email to know the process works.

You can send personalized greetings, newsletters, and invitations using the templates available in Mail Merge for Gmail. You can apply to several job offers, tracking your application status in real-time. You can also manage public relations or marketing campaigns, building an email that customers will want to open.

3. Compose Your Template

After downloading Mailmeteor or another add-on, you will create your email template. The steps below are specific to Mailmeteor. They are similar to those required for the other software programs mentioned.

  1. Click on “Create New Template” after opening the Mailmeteor add-on.
  2. Write a subject line for your email. If you want to include a name, write {{ firstname }}. You can use other placeholders for initials, dates, and other changeable information.
  3. Provide the information your audience members need to know in the body of the email.

4. Write Your Email

There are several editing features available in the pop-up window for the Mailmeteor email template. You want the body of your message to feel personalized and captivating.

If you have an attractive message, your audience members will want to read it. They are less likely to delete the email right away.

Learn more about some editing features you can use in mail merge in Gmail with Excel below.

  1. Stylize the Font: You can bold, italicize, or underline any pertinent details in your message.
  2. Align the Message: Use the alignment tools built into the email template. Keep the information center, to the left or the right.
  3. Insert a List: There are two types of lists you can insert in an email template on Mailmeteor. Add an ordered or unordered list, depending on your message.
  4. Add a Picture: You can add a picture to your message by pressing the icon that resembles a picture frame.
  5. Insert an Attachment: Add an attachment to your email template by pressing the paperclip icon.
  6. Insert a Link: Finally, you can add a link to your email by pressing the icon that resembles a chain. Your audience members can click on your web address or social media site easily.

5. Preview the Email

The second-to-last step in starting a mail merge in Gmail with Excel is to preview the message.

  1. Click on “Preview Emails.”
  2. Ensure you are happy with what your audience members will see.
  3. Press “Receive a Test Email” to make sure the process works.
  4. Tap the pen icon in the top right corner if you need to edit anything.
  5. Preview the email again when you finish editing it.

6. Send the Emails

Finally, you can start sending the messages. Tap “Send Emails” and wait for responses!

How to Send Bulk Email from Gmail Using Excel

You can also learn how to send bulk emails from Gmail using Excel with Gmass. The steps required for emailing mass messages are below.

1. Create and Find the Excel Spreadsheet with the Email Addresses

You must first build the Excel spreadsheet you want to import into Gmail and Google Sheets. This document should be the contact list of the audience members of your bulk emails.

Create a column for names and another for email addresses. You can add a couple of phone numbers and geolocations if needed.

Try to incorporate headers at the top of each column you create in your spreadsheet. These features allow programs like Gmass to recognize the names and email addresses.

2. Import the List into Google Sheets

Import the contact list into Google Sheets after finalizing it with the below steps.

  1. Go to docs.google.com/spreadsheets/ and log into your Google account.
  2. Press the folder icon on the top right side of the screen. It relates to the file picker.
  3. Find the Excel spreadsheet you want to upload.
  4. Press “Upload” in the bottom left.
  5. Drag and drop the spreadsheet or press “Select a File from Your Computer.”
  6. Press “Open,” followed by “New Spreadsheet.”
  7. Click “Ok” and wait for the information to load.

3. Open Gmail and the Gmass Add-On

After you create the Google Sheets document, you will navigate to Gmail. You can click on the Gmass button at the top of the screen to start the corroboration process.

  1. Go to www.gmail.com and log into the appropriate email account.
  2. Click on the Gmass spreadsheet button at the top of the screen. It is red and resembles a chart.
  3. Wait for the pop-up window to appear. Use the dropdown menu to select the Google Sheets document you want to use in the mail merge.
  4. Click “Connect to Spreadsheet.”
  5. Wait for the Gmail Compose Window to open.

The Gmass button will not appear if you do not have the add-on installed on your Google account. You can install it using the same steps mentioned for Mailmeteor.

4. Compose the Email

The next step in learning how to send bulk emails from Gmail using Excel is to compose the message, as shown below.

  1. Look at the “To Field” to ensure all of the email addresses from your spreadsheet are there.
  2. Write a title in the “Subject” field.
  3. Provide a message in the body field. Replace names and personalized details with placeholders.
  4. Use the editing features at the bottom of the compose window. You can attach files, take photos, or insert links.

5. Send the Email and Click the Red Gmass Button

After you compose your email, you can send it. You will see the red Gmass button at the bottom of the pop-up window.

Click on the red Gmass button to send your message. Each recipient will receive a personalized email. You can track your messages after sending them.

You will receive a message in your inbox with “You did it!” in the subject line. Check the “Sent” folder in Gmail to ensure the process worked.

Create a Mail Merge with Gmail and Excel

The best way to use mail merge in Gmail with Excel spreadsheets is to download an add-on. Use a tool like Mailmeteor or Gmass to send bulk messages to all of your customers at once.

You will first need to link your Excel spreadsheet to Google Sheets. After, click on the “Add-ons” menu and compose your message. Press “Send” and wait for the response emails to arrive!

The above article may contain affiliate links, which help support Clever Sequence

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