You can now set your Google Sheet to automatically update as your campaign sends. Opens, clicks, replies, and bounces will update columns in your Google Sheet so that you can easily see how each person has engaged with your mail merge or cold email campaign.
Go ahead and stare!
You can use this data to further refine follow-up campaigns by filtering on the columns that have values equal to X.
Activating this feature
In order for your Sheet to be updated, there are two basic steps you must follow:
- Check the box to update your Sheet at the time you connect to your Google Sheet inside Gmail.
- Grant GMass permission to write to your Google Sheet. When you first sign up for an account, GMass does not ask for the permissions necessary to write to your Sheet; at sign-up it only asks for permission to read from your Sheet. The first time you check the above-shown box, a popup will ask you to grant GMass the additional permissions:
If you don’t grant the necessary permissions before you launch your campaign, you will hear from us! You will eventually get an email notification requesting permission, but this will be after GMass has already tried and failed to update at least one cell in your Sheet. That email notification will look like this:
Make sure there are blank columns
If your Sheet looks like this and doesn’t have any available columns, the reporting metrics won’t be written to your Sheet.
If your Sheet does look like this, just right-click on the right-most column to add a few more columns. You should have at least four empty columns after your last column of data. To future-proof your spreadsheet, in case we add more data to this feature (like “blocks” for example), add even more blank columns. By default, when you first create a new Sheet, columns A-Z exist, giving you a total of 26 columns. Generally, the only reason you would need to eliminate some columns entirely is to reduce the overall size of your Sheet, but that only becomes necessary if you have more than 100,000 rows of data.
GMass will write the column headings to the first row as soon as the first event takes place. For example, on the first “open,” GMass will label the column “OPENED” and mark the appropriate row with an X to indicate the open. You do not need to add the column headings; you just need to ensure there are blank columns available for use.
Once reporting events start to register on your Sheet, do not move or delete the reporting columns. Doing so could cause your other columns of data to get overwritten by Xs if GMass thinks that a column containing your actual merge data is a reporting column that we created automatically. That’s because GMass caches the structure of your Sheet and “memorizes” which columns are where in order to optimize computing resources, so if you suddenly alter the columns while it’s updating your Sheet, that will throw the process off until it caches your Sheet again during the next hour.
If your Sheet isn’t updating the way you expect:
- Make sure you’ve given GMass permission to edit your Google Sheets (see above).
- If the Sheet has been shared with your Google account by someone else, do you have EDIT permissions? If you only have READ permissions, then GMass won’t be able to update it, even if you’ve given GMass permission to update your Sheets, because the read-only permission on the shared Sheet takes precedence.
- Make sure you have enough blank columns to the right of your data.
- Make sure you checked the “Update Sheet with reporting data…” box when connecting to the Sheet. If you forget to to this and then launch a campaign, there’s currently no way to change it.
- Make sure you’re waiting long enough. Some events, like opens and clicks, will trigger the update to your Sheet within a few seconds of their occurrence. Other events, like replies, can take longer (up to a few hours). This is because GMass only checks your account for replies periodically, a process that happens once every couple of hours.
Other ways to get reports on your campaigns
Seeing the reporting data back in your Sheet is just one way to gain insight into how your mail merge campaigns are performing. You can also:
- Look at the real-time, web-based report for your campaign. The link can be found in any notification under GMass Reports –> [CAMPAIGNS] or any “sending complete” notification.
- Look at the campaign report under GMass Reports –> [CAMPAIGNS].
- Download a complete CSV file that will include your recipient list, all merged columns from the source Google Sheet, along with opens, clicks, replies, bounces, blocks, and more. This download link can also be found in either the web-based report or the report placed in the GMass Reports –> [CAMPAIGNS] label.
Ajay is the founder of GMass and has been developing email sending software for 20 years.