{"id":19473,"date":"2022-02-13T13:00:02","date_gmt":"2022-02-13T13:00:02","guid":{"rendered":"https:\/\/www.gmass.co\/blog\/?p=19473"},"modified":"2022-02-28T07:28:02","modified_gmt":"2022-02-28T07:28:02","slug":"automated-outreach-tracker-google-spreadsheet","status":"publish","type":"post","link":"https:\/\/www.gmass.co\/blog\/automated-outreach-tracker-google-spreadsheet\/","title":{"rendered":"How to Create an Automated Outreach Tracker Using Google Spreadsheet"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">As an email marketer, you&#8217;ll most likely start your campaign with a Google spreadsheet for prospecting and list management. Whether you&#8217;re sending emails manually or using a third-party email marketing service, Google Spreadsheets is an unquestionable must-have for keeping track of list data and monitoring outreach communication efforts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you Google &#8220;outreach tracker&#8221; or &#8220;outreach tracking spreadsheet,&#8221; you&#8217;ll find numerous downloadable outreach tracking templates. Those are basic spreadsheets that must be updated manually. There is no email marketing solution on the market that can <strong>connect to a spreadsheet in the same way the user has customized it<\/strong>, access its data to send <strong>personalized emails<\/strong>, and <strong>update it automatically<\/strong> with campaign statistics such as <strong>email opens, clicks, and replies<\/strong>. GMass makes this automation possible.<\/span><\/p>\n<p>This article will show you how to use Google Spreadsheets as an automated outreach tracker. You&#8217;ll also learn how to use GMass, a Gmail add-on, to send and track outreach campaigns via your spreadsheets.<\/p>\n<h2><b>Make an Outreach Tracking Spreadsheet That Updates Automatically<\/b><\/h2>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2020\/06\/Update-Sheet-Animation.gif\" alt=\"Outreach tracker in action\" width=\"1113\" height=\"810\" \/><\/h3>\n<h3><b>Step 1: Create and Format Your Outreach Tracking Spreadsheet<\/b><\/h3>\n<p style=\"padding-left: 40px;\">To begin, you&#8217;ll need to create a Google spreadsheet. You are free to personalize and build your Spreadsheet in any way you like.\u00a0 <span style=\"font-weight: 400;\">At the most basic level, your Spreadsheet may include First Name, Last Name, and Email address. You may add additional columns in your Spreadsheet as per your use case. For example:<\/span><\/p>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2021\/11\/Google-sheet-2-768x288.png\" width=\"768\" height=\"288\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you&#8217;re running a<strong> content marketing or PR campaign<\/strong>, you may add columns such as the writer&#8217;s name, title, publication type, pitch status, and last contact date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you&#8217;re working on an <strong>Influencer Marketing Campaign<\/strong>, your Spreadsheet may include extra columns such as Website DA, Twitter handle, YouTube handle, number of followers, or Status.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you&#8217;re running an <strong>email outreach campaign for link building,<\/strong> the Spreadsheet will include columns such as Website Address, DA (Domain Authority), Website Traffic, DR (Domain Rating), and Status.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">Keep the following in mind while creating your outreach tracking spreadsheet. If you already have a Google spreadsheet template that works for you, simply format it as shown below:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make sure the rows and columns are correctly formatted for optimal results. <strong>The first row should have column headers<\/strong>, and actual data should start on the second row.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Don&#8217;t use spaces or special characters for your column titles<\/strong>; stick with numbers and letters instead. For example, <\/span><i><span style=\"font-weight: 400;\">FirstName<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">LastName<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">Company<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">EmailAddress<\/span><\/i><span style=\"font-weight: 400;\">, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">At least one column should be set up with email addresses in your Spreadsheet, and GMass will detect it automatically as the recipient address column.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If your Spreadsheet has multiple columns with email addresses, keep the column with the recipient email addresses to the left of other columns.<\/span><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">You must have at least <strong>four empty columns<\/strong> after your last column of data to allow GMass to write on your sheet.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2020\/06\/Sheet-Needs-More-Columns-web.png\" width=\"1146\" height=\"667\" \/><\/p>\n<h3><b>Step 2: Adding Automation: Connect GMass to your Spreadsheet<\/b><\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Log in to your Gmail account, which you&#8217;ll be using to send emails.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/chrome.google.com\/webstore\/detail\/gmass-powerful-mail-merge\/ehomdgjhgmbidokdgicgmdiedadncbgf\"><span style=\"font-weight: 400;\">Add GMass to your Gmail account.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose your Worksheet: Locate the Sheets button near the search bar in Gmail and click on it. A dialog box will appear with a list of Google Sheet files in your Google account, as shown above. Your Spreadsheet should be accessible through the same Gmail account.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2021\/11\/Sheets-button-768x117.png\" width=\"768\" height=\"117\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If you have multiple worksheets in your Google Spreadsheet, GMass will display a drop-down menu that lets you pick the one you want.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2021\/11\/Choose-a-worksheet.png\" width=\"703\" height=\"376\" \/><\/p>\n<h3><b>Step 3: Enable Automated Outreach Tracking in Your Spreadsheet<\/b><\/h3>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the checkbox &#8220;Update Sheet with reporting data.&#8221; Once you enable this setting, your Google Sheet will automatically be updated after you&#8217;ve sent out the outreach campaign and your email subscribers have opened, clicked, replied to, or taken other engagement actions on your emails.\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2020\/06\/Update-Sheet-Screenshot-web.png\" width=\"737\" height=\"902\" \/><\/p>\n<p style=\"padding-left: 80px;\"><i><span style=\"font-weight: 400;\">Note: If you haven&#8217;t given GMass permission to write to your Sheets, a pop-up will appear asking you to allow it. Please read<\/span><\/i><a href=\"https:\/\/www.gmass.co\/blog\/update-google-sheet-campaign-data\/\"> <i><span style=\"font-weight: 400;\">our guide to updating your Google Sheet with campaign data<\/span><\/i><\/a><span style=\"font-weight: 400;\"> for further information.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2020\/06\/Sheet-OAuth-Permissions-Request-web.png\" width=\"739\" height=\"420\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Step 4: Send Your Emails with GMass<\/b><\/h3>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">Compose your email and <strong>hit the GMass button<\/strong> to send your outreach campaign.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><strong>Personalize Your Email (Optional):<\/strong><\/p>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">You may also personalize your emails with GMass using the Outreach spreadsheet data. Insert merge variables (or placeholders) in your email subject or message wherever you want to personalize it.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2021\/11\/Personalize.gif\" width=\"1061\" height=\"1059\" \/><\/p>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">The Google Sheet column header enclosed in curly brackets is how you format merge variables (or placeholders). If you type a left curly bracket character ({) into your draft email, A flyout menu with your placeholders will appear. For example, if the column is called Name, you may use {Name} in your Gmail template to personalize it depending on that merge field.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">Check out our guide to <a href=\"https:\/\/www.gmass.co\/blog\/mail-merge-personalization\/\">email personalization<\/a> and <a href=\"https:\/\/www.gmass.co\/blog\/google-sheets-mail-merge\/\">Google sheets mail merge.<\/a><\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Step 5: See the outreach tracker in action!<\/b><\/h3>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">When you use GMass to send an outreach campaign, you&#8217;ll be able to track its progress in your outreach tracking spreadsheet. As soon as the first event occurs, it will write the column headers to the first row of the Spreadsheet.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full\" src=\"https:\/\/blogcdn.gmass.co\/blog\/wp-content\/uploads\/2020\/06\/Update-Sheet-Animation.gif\" width=\"1113\" height=\"810\" \/><\/p>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">For example, on the first email &#8220;open,&#8221; GMass will label the spreadsheet column &#8220;OPENED,&#8221; and an X will be placed in the corresponding row to indicate that it&#8217;s open. You don&#8217;t need to add the column headings in the Spreadsheet manually; all you have to do is make sure there are blank columns available for use.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><span style=\"font-weight: 400;\">This way, you can quickly see how each person has engaged with your mail merge or cold email campaign. In addition, you can use this data to further refine follow-up campaigns by filtering on the columns that have values equal to X.<\/span><\/p>\n<p style=\"padding-left: 80px;\"><i><span style=\"font-weight: 400;\">Check out<\/span><\/i><a href=\"https:\/\/www.gmass.co\/blog\/update-google-sheet-campaign-data\/\"> <i><span style=\"font-weight: 400;\">our guide to updating your Google Sheet with campaign data<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> for more details.<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As an email marketer, you&#8217;ll most likely start your campaign with a Google spreadsheet for prospecting and list management. Whether you&#8217;re sending emails manually or using a third-party\u2026<\/p>\n","protected":false},"author":26,"featured_media":19701,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4269,4261,25],"tags":[],"class_list":["post-19473","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-email-automation","category-google-sheets","category-tracking"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Build an Automated Outreach Tracker Using Google Spreadsheet<\/title>\r\n<meta name=\"description\" content=\"In this post, we&#039;ll show you how to create an outreach tracking spreadsheet that tracks and automates email outreach efforts.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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