How to send a mail merge with Excel using Gmail

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.

  1. First, we start with our Excel spreadsheet, in this case one with a few customers of Ted, our fictional shopkeeper.

    An Excel spreadsheet is shown, with three customer rows, including email addresses.
    An Excel spreadsheet on your computer, with three customer names and their email addresses.
  2. 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.)

    Shows Google Sheets with no sheets shown.
    Google Sheets, with no sheets in it yet.
  3. Click on the folder icon on the right to open the File Picker.

    Shows cursor hovering over the File Picker icon in Google Sheets.
    Click this folder icon to open the File Picker.
  4. This will bring up the Google Sheets File Picker, allowing you to pick your Excel file to upload. Click on Upload.

    Showing cursor hovering over Upload in the Google Sheets File Picker dialogue.
    Click on Upload to select your Excel file.
  5. 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.

    Showing cursor hovering on button to select a file from within the File Picker dialogue of Google Sheets.
    About to select our Excel spreadsheet after clicking here.
  6. From here, pick your Excel spreadsheet from the file manager on your computer. 

    Showing desktop File Manager, about to select an Excel file to upload to Google Sheets.
    Selecting the Excel file from your desktop’s File Manager via Google Sheets.
  7. 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:

    Two rows in Google Sheets sheet are selected.
    Two rows that we want to delete are selected.
  8. Select Edit from the menu, and drop down to select “Delete rows 1 – 2”. 
    Shows Edit menu dropdown with "Delete rows 1 - 2 " selected. This is from within the Google Sheets sheet.
    About to delete rows 1 and 2.

    Our quickly cleaned-up sheet should now looks like this and is ready to use with GMass:

    Showing Google Sheets sheet, now ready to use with GMass.
    Sheet is now ready to use with GMass.
  9. 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.

    Shows cursor hovering over the spreadsheet button in GMass.
    Click the spreadsheet button to connect to your Google sheet.
  10. 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.
    Shows the GMass spreadsheet connection window.
    The GMass spreadsheet connection window.

    From this window, select a spreadsheet from the dropdown.

    Selecting our Google Sheets sheet from the dropdown.
    Selecting the spreadsheet we just uploaded into Google Sheets from Excel.

    [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.]

  11. 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.]

    Cursor hovering over the Connect to Spreadsheet button in GMass.
    Click the red bar button to connect GMass to the Google Sheets spreadsheet.

    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.

    A new Gmail compose window, with email addresses from our spreadsheet.
    A new Gmail compose window, with email addresses from our spreadsheet.
  12. 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.
    The Gmail compose window, showing an email written and ready to be sent out.
    Ready to send out individualized emails with GMass.

    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!

  13. Now, just click on the red GMass button to send out the individual emails.

    Cursor shown poised over the GMass button, ready to click.
    Ready to send out, just need to click GMass…
  14. 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.
    Showing the Gmail Sent folder, with the three emails having been sent out.
    Our three emails from the spreadsheet have gone out!

    It worked!
    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.

10 Replies to “How to send a mail merge with Excel using Gmail”

  1. Gary

    This is great! I now use Excel, Word, and Outlook for sending mass mail. One benefit is that I can use the following to personalize the person(s) receiving the email:
    Good morning “Pierre & Suzanne”. There is much merit in using this combination when dealing with either clients, church or clubs.
    Can one do this is GMass? The program looks promising. Thanks.

    • Marvin Quinsaat

      Yes, for example you have columns 1 & 2 for name and email in your sheet.

      |__________Name_________ |______ Email______|
      |______Pierre & Suzanne____|

      Sample compose window: Good Morning {Name},

      Mail sent to each of the email addresses will personalize that sample greeting with the corresponding name on the same row.

    • Marvin Quinsaat

      Hi Arvind,

      We’ve responded to your ticket directly.

      Note that we do not limit our subscriptions, sending limits are imposed by Google.

  2. Dan

    Once Gmass has populated the To field with the email addresses, do I have to keep the spreadsheet where those emails came from open OR can it be closed?

    What about when scheduling a future Gmass?

    • Marvin Quinsaat

      Hi Dan,

      Yes, you may close your spreadsheet. GMass does not need the spreadsheet to be open to use it since you’ll be linking the spreadsheet initially. When you link a spreadsheet to a campaign, whether you’re sending now or scheduling a future campaign, that linking tells GMass which spreadsheet to use and retrieves data from that sheet for your mail merge.

  3. Mark Hamilton

    Can this be done as a blind CC so it doesn’t appear to be a mass emailing?

    Also, can I insert a specific subject line for each recipient? In my case I am offering to buy their rental property and want to put the address of that rental property in the subject line…they are more likely to open the email if they see that it actually pertains to them.

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