GMass’s Google Sheets integration is complete. You can now send a mass email/mail merge campaign easily to contacts in a Google Sheets spreadsheet.
You’ll notice a new Google Sheets icon next to the Build Email List button.
Click the Sheets icon, and a window will popup showing your spreadsheets, and allowing you to choose one. All Google Sheets that you own or are shared with you will show in the dropdown. If you don’t see the Google Sheet you’re expecting, your account doesn’t have permissions to access it. Also, note that the dropdown will NOT show you your Excel files that are in your Google Drive. GMass doesn’t connect to Excel files directly, but it’s easy to convert your Excel spreadsheet to a Google Sheet.
You do not need to specify which column contains the email addresses, because GMass will auto-detect email addresses and read the other columns in the spreadsheet to allow you to personalize your mass email with any of those fields.
How to format your spreadsheet
Your spreadsheet needs to be formatted properly for GMass to read from it. Proper formatting includes:
- The first row should contain column names, like: FirstName, LastName, EmailAddress, Company, LastPurchase, and others. It’s best that column names do not contain spaces or special characters. Stick with alphanumeric characters so that personalization works reliably.
- The actual data should start on the second row.
- At least one column should contain email addresses. GMass will auto-detect this column.
Choose your Google Sheet
The first step is to choose the Google Sheet you want to use from the dropdown. Only Google Sheets that you own or are shared with you will show up here. Excel files will not show up.
Choose your worksheet
If your spreadsheet has multiple worksheets, then a Worksheets dropdown will also appear, allowing you to select the specific worksheet from which you’d like GMass to read your email list. If your spreadsheet only has one worksheet, then this dropdown will not appear.
After clicking the Connect button, GMass will read the email addresses and other data from your spreadsheet and load the email addresses into the To field of a new Compose window.
Clicking on the settings arrow will reveal the personalization buttons, one for each column in the spreadsheet. Click these buttons to insert the personalization fields into the Subject and Body of your email message.
Advanced Mail Merge Techniques with Google Sheets
Above I’ve shown you how to do a basic mail merge with a Google Sheets spreadsheet and personalize based on columns in the spreadsheet.
- You can also send your mail merge to just selected rows in the spreadsheet, based on criteria you define.
- You can use advanced personalization techniques, including using fallback values and automatic first-name detection from just the email address.
- You can set your campaign as a daily recurring campaign that automatically finds new rows in your spreadsheet and sends to just the new rows that are found.
- You can have automatic follow-up emails sent to people that didn’t respond.
- Finally, you can use a Google Sheets spreadsheet as the source of a dynamic suppression list.