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Complete Guide to Mail Merge Personalization in Gmail [Updated 2024]

guide to personalization

GMass offers a number of ways to personalize the Subject and Message of your mail merge campaigns sent with Gmail. From basic mail-merge style personalization to fallback values to automatic-first-name detection and even personalized images, links, and attachments, this guide takes you through all of the options.

Simple Personalization:
How to Send Mass Emails with Personal Names in Gmail

At the most basic level, you can use {FirstName} and {LastName} to personalize emails if you’re sending to email addresses that are your existing Gmail Contacts, meaning people with whom you’ve had prior email conversations. Your Gmail Contacts contain names along with email addresses. (By the way, “Gmail contacts” and “Google contacts” are the same thing.)

If you’re connecting to a Google Sheet, then you can use any column from the spreadsheet to personalize, like {Company}, {LastPurchase}, or {DateOfBirth} for example, assuming that your spreadsheet contains the columns Company, LastPurchase, and DateOfBirth.

You can use these simple personalization variables in the Subject and Message.

When you use GMass, there are two easy ways to insert merge tags to create a Gmail mail merge campaign.

1. GMass provides a dropdown menu in the Settings panel to insert personalization variables.

Settings panel drop-down menu

Choose a personalization tag, and it will be copied to your clipboard so you can easily paste it into your Subject or Message.

2. You can also just type a left curly bracket anywhere and you’ll instantly get a dropdown from which you can choose your merge tag.

Just type a left curly bracket character anywhere and you’ll get a dropdown for simple merge tag insertion. Of course, you can also just manually type the personalization tag surrounded by curly brackets, but that’s prone to typos.

Fallback Values

If you know that your personalization variables will have a value for some email addresses but won’t for others, you can set a fallback value to be used when the personalization value is blank. For example, you could use {FirstName|Friend} in your message. If a “FirstName” is available, it will be substituted; otherwise “Friend” will be substituted. You can use the fallback value syntax, a pipe symbol, followed by the fallback value, with any personalization variable.

Fallback values

Google Sheets vs Gmail Contacts/Google Contacts

If you’re connecting to a Google Sheet, then the Personalization dropdown in the GMass Settings Box will contain an option for each column heading in your spreadsheet. If you are not connecting to a spreadsheet, then you’ll just get the standard FirstName, LastName, EmailAddress personalization options, where the values correspond to the email addresses and names of your Gmail Contacts.

Multi-Word Names

Personalized mass emails can get tricky when the names associated with your Gmail Contacts have not just two words, but three or four words. This is especially common in East Asian cultures. But there is a solution.

Rather than FirstName and LastName, which will use the first word of the name and the last word of the name, you can instead use the syntax {Name1}, {Name2}, {Name3}, and {Name4}. Name1 corresponds to the first word in the name, Name2 to the second word, and so on.

For example, if you are sending to a Gmail Contact that looks like:

<[email protected]> “Loh Kin Poh”

Asian convention dictates that you address someone by all three words of the name, so in this case you would use:

Dear {Name1} {Name2} {Name3}:

at the beginning of your message.

Multi-word names

Automatic First Name Detection

GMass has developed an algorithm that can accurately detect someone’s first name just from their email address. To insert the auto-detected first name, use the syntax {auto-first}. Again, you can use this syntax in the Subject and Message. In the example below, we auto-detect the first name and use a fallback value of “old friend” in cases where the first name cannot be detected.

Auto first name detection

Combining techniques

You can use personalization values along with auto first name detection and fallback values to compose your personalized emails. For example, let’s say you’re using a spreadsheet with these columns:

FirstName
LastName
Email

Some of the FirstName values are blank. So for those, you want GMass to auto detect the first name. And in cases where GMass cannot auto detect the first name, you want to use “old friend”. In that case, the syntax would look like:

Hi {FirstName|auto-first|old friend}:

The personalization tokens are tried in the order they are placed inside the curly brackets. Fallback values should be separated by the pipe symbol ( | ).

Combined personalization techniques

Conditional Content

As of December 2020, you can use If/Then and other statements in your Subject and Message to hyper personalize content based on any criteria you have associated with each email address. Read our full guide on conditional content for personalized emails.

Advanced Personalization:
How to Personalize an Email in Gmail with the Recipient’s Name, Image, Attachments, and More

Along with the techniques above, you can also:

  1. Personalize links and URLs for each recipient, including anchor links, and avoid link breakage that can otherwise occur in the Compose window.
  2. Personalize attachments by sending individual images, invoices, or documents to each recipient in a mass email.
  3. Personalize images for each recipient to include a different team logo, pet breed, or astrological sign, etc.
  4. Personalize large blocks of text according to the needs of each recipient, such as a different promotional offer for different levels of customers, or for customers in different zip codes.
  5. Send your campaign to a personalized CC or BCC address for each recipient to keep the associated salesperson or distributor in the loop according to their respective territories or accounts.
  6. Personalize the To header of each individual email so that your contact’s First and Last name appear as part of the To line instead of just their email address.

Testing Personalization

We’ve attempted to make our personalization tools as dummy-proof as possible, but it’s always a good idea to test your Gmail mail merge personalization before sending your actual campaign.

It’s easy to make sure your personalization is working before you send your email to all of your recipients. You can use the Send Test button along with the Create Drafts setting to easily see what personalization to anyone on your list will look like.

The easiest way to test your mail merge personalization is to set your campaign to Create Drafts and then use the “Send Test” button.

When you do this, DRAFTS will be created for each address you put in the test address box. This won’t send any test emails. So even if you don’t own the addresses, you can still see what the email will look like to anyone on your list when you eventually send your personalized mass emails. Just click the “Send Test” button and check your Gmail DRAFTS folder. When you’re ready to actually send your campaign with the red GMass button, don’t forget to switch the Action back to “Send email”.

Also note that:

  • GMass will pop-up a warning if you use merge tags in your campaign that aren’t actually a part of your campaign.
  • GMass will also automatically correct the issue of HTML tags sneaking inside your merge tags.

One more note: Here’s a guide to personalization if you don’t have any data on your contacts.

Troubleshooting

Still having trouble getting mail merge personalization to work? See our top personalization mistakes and how to avoid them.

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89 Comments
  1. Hey Ajay, we're getting this error when we try to send an email.

    our mass email has NOT been processed by GMass. Error details: Google.Apis.Requests.RequestError
    Not Found [404]
    Errors [
    Message[Not Found] Location[ – ] Reason[notFound] Domain[global]
    ]

    Any idea why?

  2. First you have to bang on Messenger on the left hand edge of the computer display and add the individual you desire to drive a note to as a contact. Then that individual obtains a notification that you supplemented them as a ally, and can reply to the invitation.click here

    1. This is a feature on our roadmap that we hope to develop soon – however, it isn’t available at this time.

        1. I’m interested in this feature as well. Any update on timing to add re roadmap ? Many thanks

      1. I came looking specifically for an option to send mass emails with unique attachments, so here’s another vote for achieving that feature.

  3. I have been using G mail for years now and been emailing the same 60 buddies almost daily during these years. Now as of yesterday all my outgoing emails are bouncing back blocked with this message: Message rejected. See https://support.google.com/mail/answer/69585 for more information.
    After reading all I could about this problem I found myself here. Is this GMASS program what I need to go to?

  4. Hi, how can I change the “From” name ?

    Even I change it in my account Parameters, it does not change when sending the emails from Gmass.

  5. Does the mail merge feature work in the query string of the url?

    This would be helpful in identifying who signed up and/or completed an action.

  6. If you want to try {auto-first} but want the fallback option to be blank (vs “friend” “customer” etc) will it work if you set it up like “Hi {auto-first| }?

    1. Hi Dan,

      Yes – but omit the last “|” since you only have that single option so it would just be Hi {auto-first}

  7. lets say there is a country column, and i want to add “how is it in {Country}” Only if Country is not empty, otherwise don’t write the whole sentence.
    how can this be done?

    1. Hi Zohar,

      Unfortunately, no. You would need to add the entire sentence in the country column instead. You can do a “Concatenate” formula in Google sheets to combine the sentence and the country then use the results (sentence with the country) as the merge field.

      1. Marvin, wondering if there have been any advances on this. Zohar brings up a good point that I think it overlooked, the ability to do some very basic conditional logic would be a very helpful feature, use case would be if first country exists, show sentence.

        In the message that could look like:

        {if%Country}I love the {Country}!!!{endif%Country}

        other use cases:
        {if%FirstName}Dear {FirstName},

        {endif%FirstName}I wanted to bring to your attention blah blah blah

        This seems like it would be a way more efficient way to handle things from a user perspective….thoughts?

        1. Hi BM,

          Yes, you do bring up some good points as making things easier by having the conditions set in your compose windows instead of manually adding in functions using Google Sheets. I’ve run this past Ajay to see if it’s a new feature we can fit it in our roadmap ahead, however, there is no definite timetable.

  8. Hi Ajay

    My emails being sent via GMASS are limited to 50 recipients per mail. How do I change the settings on this limit?

    1. Hi Jeff,

      You can simply have a column for the date you wish to add and then call the merge tag as you would the first or last name.

  9. It’s becoming more and more of a necessity to use unique attachments. I think I’m just going to have to use another services since you guys don’t feel it’s a priority.

  10. Hi i read in the comprehensive guides that Gmass will automatically send to say, 8000 email ids, over a few days in batches of 500 or some other number per day. Now as a new gmail account holder i may be limited to 10 emails per day. so will Gmass recognize that or is there any setting wherein i can specify this number please. then when sending via Gmass, i could attach a Sheet with 1000 emails and Gmass could send them in 100 days at 10 emails per day.
    please clarify or if not there kindly consider giving this facility
    regards

    1. Update: i read in the how-many-emails-can-you-really-send-with-gmass-and-gmail/ part of your blog that Gmass will detect bounces. If there could be an option to manually limit the number of emails sent per day then there would be no bounces and avoidable loss of a lead
      regards

      1. Hi Vivek,

        You can do this by going directly to your GMass settings box and setting the number of emails you limit GMass to send each day under the section “Schedule” then “Speed”.

  11. After I link my email to a google spreadsheet. My To: address looks like this: [email protected]

    Is this normal? I thought I would see a the actual email address.

    Thank you for a quick response.

    1. Hi Pamila,

      Yes, this is normal. The reason GMass uses a placeholder email for large campaigns is to minimize the chances of Chrome freezing or lagging when loading a large number of email addresses in the TO field. You may see or download the list by adding [email protected] or [email protected] next to that placeholder email address.

  12. After I link my Gmass email to a google spreadsheet. My To: address looks like this: [email protected]

    Is this normal? I thought I would see the actual email address.

    Thank you for a quick response.

    1. Hi Pamila,

      Yes, this is normal. The reason GMass uses a placeholder email for large campaigns is to minimize the chances of Chrome freezing or lagging when loading a large number of email addresses in the TO field. You may see or download the list by adding [email protected] or [email protected] next to that placeholder email address.

  13. I’ve noticed that 2 people in this thread had the same question as me, but neither was answered. I really hope to receive an answer. When I send a custom auto-follow-up email none of the personalisation links seemed to have worked.

    How do I fix that?

    When sending a mass campaign and starting your sentence with Hello {Name} it’s common sense to say hello to this person by his/her name in the follow up too right?

  14. The issue we are having with Gmass is when we use a variable and a variable as a fallback.

    Gmass doesn’t recognize the second variable and thus, uses it as text.

    Why?

    – How are we able to use a variable as a fallback on the auto replies?

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  16. There are some fascinating cut-off dates on this article however I don’t know if I see all of them center to heart. There is some validity however I’ll take maintain opinion until I look into it further. Good article , thanks and we want extra! Added to FeedBurner as effectively

  17. Hi – I notice that on certain occasions, GMass will use a different font for the FIRST NAME making it a dead giveaway that I am using some sort of mass service and ultimately defeating the purpose of attempted personalization.

    Am I doing something wrong? How do I remedy?

  18. Hi,
    All the autofollow up emails in the campaign are in the same thread (so with same subject) even if I used emails templates where I chose a different subject line. Is there any way to solve this?
    I don’t want all my emails to fall in the same thread. But to create new emails alltogether 🙂

  19. Hi, is there a function on gmass where by you can personalise what the email receiver see’s as the sender email address? For example I do not think it looks professional our company sending emails from @gmail.com so can we make it so the receiver see’s our [email protected] address instead?

  20. Hi Unable to use the personalisation of name when done thorugh google spread sheet

    2 column

    name and email id

    while sending email I am using this syntex Dear {FirstName} but its not capturing the name from the google sheet instead it sends email with just Dear

    pls assit

  21. When using multiple accounts, we want to be able to use the first name of whichever account the email is coming from. Is there a way to do this? Do I need to build a formula or is there something already built in that I’m not seeing?

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