Mail Merge for Google Workspace

Don’t worry. We don’t use robots with artificial intelligence. We have real intelligent people answering your questions with an average response time of less than 3 hours. However, we usually reply much faster than that. Whether you are using the free or premium version, we do not charge for customer support. Help comes in the form of email communication, or as an alternative, we also provide a remote desktop session.

We are therefore geared up to handle high profile clients from NGOs, health institutions and Government departments worldwide.

We offer a 30 day MONEY BACK GUARANTEE. We pride ourselves on having the best customer care.

You can also help yourself by searching our FAQ (Frequently Asked Questions): https://mail-merge.quicklution.com/help If you don’t find the answer feel free to contact us here: https://mail-merge.quicklution.com/contact-us

WHAT DOES ‘MAIL MERGE’ MEAN? Mail Merge is a powerful tool for writing a personalized E-mail to many people at the same time. It uses the data from GSheet and then uses that to replace placeholders/merge fields throughout the message with the relevant information for each individual that is being messaged.

📼 INTRODUCTORY VIDEO

If you feel that the add-on is not intuitive and easy enough you can quickly watch this step-by-step tutorial on YouTube ™ https://mail-merge.quicklution.com/home#h.4pdgrekmgbwm

𝍁 PREPARE A GOOGLE SHEETS ™ FILE FOR MAIL MERGE ➤ Make sure the first row in your sheet contains column names. Such as ‘Fullname’, ‘Address’, ‘Email’, etc. ➤ These column names will be used as *|Merge Fields|* when you design your email or letter template. ➤ To be able to merge you need to have at least one row of data under your column names. ➤ The Google Sheets ™ file can be saved in your personal Google Drive ™, Shared Drive or any Google folder you have access to.

🗎 MAIL MERGE FROM THE GOOGLE DOCS ™ VERSION OF THE ADD-ON

➤ Write your GDoc template. This will serve as a base for your email body or letters. ➤ Start the add-on by clicking Add-ons > Mail Merge > Start. ➤ Click “Open Spreadsheet” to choose a Google Sheets ™ file. ➤ Select the sheet tab you want to merge data from. ➤ Insert merge fields into the Google Docs ™ template. Merge fields are the column name found in the first row of the data in your Google Sheets ™. ➤ You can change the font color, size, etc. of the merge fields as well as regular text. You can further customize it by adding images. ➤ When you are ready press the blue Merge button to start the mail merge process. ➤ Before sending emails it's best to merge to a ‘Test Email’. This will give you a good idea of how the email will look to your recipients. ➤ Instead of sending emails straight away, you can opt to merge emails to your Drafts Folder. This will give you the opportunity to check and edit the emails before you send them. ➤ If you are merging to Letters you can opt to merge everything in a single document or create a document for every row you want to merge.

𝍁 MAIL MERGE FROM THE GOOGLE SHEETS ™ VERSION OF THE EXTENSION

➤ Open the Spreadsheet file and sheet you want to merge from. ➤ Start the add-on from Extensions > Mail Merge > Start. ➤ Select the ‘Email To’ . This will be the column in your sheet which contains a list of email recipients. Typically, this is a column name called ‘Email’. All values in this column must have valid email addresses (except the column name of course). You can enter multiple email addresses in the same cell. They can be separated by a comma, semicolon, etc. Such as abc@quicklution.com, xyz@quicklution.com. ➤ Enter the Email Subject, such as ‘Exam Results for *|Fullname|*’. ➤ Click ‘New’ for ‘Body Template’ to start writing the content of your email body. You can add multiple templates and they can be shared across different sheets inside your file. ➤ Once done, click ‘Test Email’. This will merge the 1st row of data in your sheet. That is row 2 since row 1 only contains column headers. ➤ Once you are happy with how your email looks you can go ahead with a full merge. You can either send emails straight away or merge to Gmail™’s Draft folder. The latter will give you an opportunity to change and verify the emails before you send them. ➤ A column called ‘Filter Rows to Merge’ is automatically created for you by the add-on. This will be automatically populated with the date and time the row was successfully merged. If you want to re-send/merge the row again, just delete the content of that cell under the ‘Filter Rows to Merge’ column. If there is text in all the data rows for the ‘Filter Rows to Merge’ column you will get an error when you attempt to merge telling you that there are no rows to merge.

⮹ MAIL MERGE FROM THE GOOGLE SLIDES ™ VERSION OF THE ADD-ON

➤ Design your slide/certificate from a free template. ➤ Start the add-on by clicking Add-ons > Mail Merge > Start. ➤ Click “Open Spreadsheet” to choose a Google Sheets ™file. ➤ Select the sheet tab you want to merge data from. ➤ Insert merge fields into the slide template. Merge fields are the column name found in the first row of the data in your Google Sheets ™. ➤ Click Options if you want to filter which rows to merge or choose a Google Drive ™ folder where to save your merged files. You can also opt to save the files as PDF. ➤ When you are ready press the blue Merge button to start the mail merge process.

≟ MAIL MERGE FROM THE GOOGLE FORMS ™ VERSION OF THE ADD-ON

➤ Create a form with all the questions you need to ask. ➤ Start the add-on by clicking Add-ons > Mail Merge > Start. ➤ Enter the Email Subject, such as ‘Exam Results for *|Fullname|*’. ➤ Click ‘New’ for ‘Body Template’ to start writing the content of your email body. ➤ When you are ready press the blue Save button. The respondent will start to receive an email on any newly submitted form. Click ‘Send Test’ to test it out.

🕵️ MAIL MERGE HIGHLIGHTS FOR BOTH GOOGLE DOCS ™ AND GOOGLE SHEETS ™

★ Personalize your email message body and your subject line to send unique emails to recipients in bulk/mass. ★ Add CC, Bcc, Reply-To. Values can be static or merged from a column in your sheet. ★ Send emails from any account (alias or not) you have access from. These accounts are configured from Gmail ™->Settings->Accounts->Send mail As ★ Opt to merge only selected/filtered rows of data. ★ Before sending emails it's best to merge to a ‘Test Email’. This will give you a good idea of how the email will look to your recipients. ★ Instead of sending emails straight away, you can opt to merge emails to your Drafts Folder. This will give you the opportunity to check and edit the emails before you send them. ★ A date/time value can be assigned to a column to track which rows have been merged. ★ Mail Merge Images. Automatically replace *|Merge Fields|* with images. Ideal for QR Code, Barcode, profile photo, etc. https://mail-merge.quicklution.com/help/merge-images-qr-codes-barcodes ★ Merge HyperLink text and url ★ Schedule a campaign for a certain date and time. ★ No limit to how many emails you can send through the add-on. Gmail ™, rules apply. ★ No limit to how many merge fields you can enter.

🕵️ FEATURES AVAILABLE ONLY FROM THE GOOGLE DOCS ™ VERSION OF MAIL MERGE

★ Send emails over SMTP. Ideal to send emails from non-gmail ™ accounts such as Yahoo!, Microsoft, SendGrid and many more. By using a 3rd party email providers such as SendGrid you eliminate email limits and reduce spamming detection. ★ Send the document template as a PDF attachment to your emails. ★ No limit to how many documents you can generate.

🕵️ FEATURES AVAILABLE ONLY FROM THE GOOGLE SHEETS ™ VERSION OF MAIL MERGE

★ Automatically send emails from Google Sheets ™ linked with Google Forms ™. Emails are sent automatically when a new form response is submitted. Email can include a personalized (mail merged) PDF File. ★ Save multiple email body templates for a spreadsheet file. This means you can use a different email body content for the same sheet or share the same email template with multiple sheets in your file.

💰 PRICING / COST

https://mail-merge.quicklution.com/pricing

We are happy to give a discount to NGOs and educational institutions. Just contact us.

🤙 Contact Us

https://mail-merge.quicklution.com/contact-us

🆕 RELEASE NOTES

https://mail-merge.quicklution.com/home/releasenotes

🔒 PRIVACY POLICY

https://mail-merge.quicklution.com/home/privacypolicy

𝑾 TRANSITION TO G SUITE/MARKETPLACE FROM MS WORD

Was it hard to switch from Microsoft Word, Excel and Powerpoint to Google Docs ™, Sheets ™ and Slides ™ because it didn’t have a mail merge add-on? Quicklution is here to help you make the transition from Microsoft to GSuite as smooth as possible.

🛈 OTHER INFORMATION This extension can be used from your Chromebook, Mac, Window or any other platform with a browser. It makes your move to Chromebooks easy!