If you have your contacts and their email addresses saved in an Excel spreadsheet, it’s easy to send a mail merge to them with GMass. The following quick example will show you how.
- First, we start with our Excel spreadsheet, in this case one with a few customers of Ted, our fictional shopkeeper.
- Now we want to import this into Google Sheets. To do that, make sure you are logged into your Google account, and then go to Google Sheets. (In our example, it will start with no sheets; in your case, you may have previous spreadsheets already there.)
- Click on the folder icon on the right to open the File Picker.
- This will bring up the Google Sheets File Picker, allowing you to pick your Excel file to upload. Click on Upload.
- The screen will change, asking you to either drag or select a file from your computer. In our example, we’ll select one. Click on the blue “Select a file from your computer” button.
- From here, pick your Excel spreadsheet from the file manager on your computer.
- This will then be uploaded to Google Sheets and converted into a new Google Sheet spreadsheet. However, before we can use it in GMass, we have to edit it, very slightly and quickly. That’s because this spreadsheet has text above the columns that hold the FirstName, LastName, and Email fields, and that will introduce an error. So, you will need to just make sure there is nothing above these columns. Let’s do that by selecting the two rows above and just deleting them. Do that by holding down shift, clicking on the row number, 1 and then row 2, which will select both these rows:
- Select Edit from the menu, and drop down to select “Delete rows 1 – 2”.
Our quickly cleaned-up sheet should now looks like this and is ready to use with GMass:
- Now go to Gmail and click on GMass’s red spreadsheet button near the top to connect to an email list in a Google Docs spreadsheet.
- This will bring up a window allowing you to select the Google Sheets spreadsheet you want to use to populate the email addresses in your mail merge.
From this window, select a spreadsheet from the dropdown.
[Note: in this simplified example, there is only one spreadsheet listed. For regular users of Google Sheets, there may be many sheets to select from. Make sure you choose the correct one.]
- Then, once you have selected a spreadsheet, the “CONNECT TO SPREADSHEET” button will turn red. Click on the “CONNECT TO SPREADSHEET” button.
[Note: For this tutorial, we are not going to address the Optional Settings.]
The screen will change at this point. The GMass Google Sheets chooser window will be gone, and now you’ll see a Gmail Compose Window is open. In the To field, the email addresses of the contacts from your Google Sheet have now been populated.
- From here, you can send out your email as you normally would in GMass. For example, you can send out a sales email with the GMass personalized greeting feature, as shown below.
Tip: Because you’ve used a spreadsheet that indicated the first name and last name of each email recipient, GMass will intelligently personalize the greeting for all of them. For example, the second recipient, Brandon Walsh, will have an email that starts, “Dear Brandon,”. Without using a spreadsheet to indicate first and last names to GMass, only Gmail addresses would automatically use the first and last names of the recipient. That’s a nice advantage of using spreadsheets: everyone can receive a personalized email!
- Now, just click on the red GMass button to send out the individual emails.
- You’ll get a message telling you “You did it!”. Now let’s check that they went out as planned. Go to your Sent folder in Gmail.
Of course, the real power comes when you have a large number of names and email addresses in your Excel file. Within a few minutes, you can be sending each of them a personalized email with GMass.