help guide

123 email merge

Description of 123 Email merge

What is the Google Spreadsheet™ add-on for?

Mail merge is used to send multiple emails at once. These emails have identical layout, formatting, text, and graphics. Only specific sections of each mail vary and are personalized.

With the mail merge process, you can create a batch of personalized emails to send to your contacts. Each email can include both standard and custom content. You can choose, for example, to greet each recipient by their first name, or add unique information like a membership number. All the information you use to customize the email is taken from rows in your data sheet. You can have almost an unlimited set of personal data items in the personalized mail.

123 Mail merge is a Google Spreadsheet add-on that sends mail based on a mail template which is merged with data from the Spreadsheet. The mail template is captured in the sheet as well.

Use cases

You can use the mail merge add-on to send multiple emails at once. These emails have identical layout, formatting, text, and graphics. Only specific sections of each mail vary and are personalized.

Mail merge functionality is usually handy in the following cases:

Sending christmas greetings to all your relations with a personalized message
Sending a personal confirmation to an event / training
Send a bulk email to all members of your organization / team

How it works

Mail merge in 3 steps

First, fill in the Data sheet with the personal data per row
Second, create your mail template, use HTML for the layout
Third step is to send the mail merge

1 - Specify folder on Google Drive

The first step is to get the data in the sheet “Data”. Don't change the headers of the first 3 columns. The next columns can be used to set values during mail merge. You can add as many columns as you need. You can use any column header name. The column header name is used in the mail template.

2 - Start folder scan

Create your mail template in the sheet "Template". Use the column headers as follows ${"COLUMNHEADER1"}. The column header name will be replaced during the mail merge with the applicable row value. Use HTML markup to create a beautiful layout. Consider email markup and make it easy for users to take quick actions.

Test the template via the Preview template button. Preview will be shown in a popup.

Before starting the mail merge click the button "Send preview". Preview mail will be sent to you with data of the first address on the "Data" sheet.

Tips:

Not that familiar with HTML? Consider using the free HTML editor for Gmail to create beautiful mail.

Consider also using the call-to-action buttons or other Email markup features and make it easy for users to take quick actions on your mail. See the Google overview page for Email markup.

screenshot: Data sheet - The datasheet shows the files and folders.

3 - After scan

Starts the mail merge by clicking the button "Send mails". Addresses which have "send" in the Status column are successfully finished. If you do a rerun, any address with the status "send" will be skipped.

Tips:

Make sure you have validated the mail address as a valid email format. Any invalid formatted address will show up, as the Email column has data validation on the email address.
Any emails that are sent towards mail addresses that don’t exist will bounce. The Non-Delivery Report (NDR) will be sent towards the Reply-To address.

Screenshot: analytics sheetThe analytics sheet shows some statistics about the files and folders in the Data sheet. Provide feedback about your analytic needs. Email

About

Clicking the the tool icon (wrench), the About page will be shown. The about page contains a small description, the requirements of the add-on and the option to provide feedback.

Installation

How to add the Google Workspace extension '123 Folder scan to your spreadsheet?

Option 1: Installation from the spreadsheet

Start a new Google Spreadsheet in Google Drive. (https://sheets.new)
In the top menu bar of the Google Spreadsheet select Extensions.
Click in the menu “Add-ons” and “ Get add-ons”.
A new pop-up window will show the Google Workspace marketplace.
Search for “123 Folder scan”.
Click the button “Individual Install”.

Option 2: Installation from the Google Workspace marketplace

Go to the Google Workspace marketplace: https://workspace.google.com/marketplace

Search for “123 Folder scan”
Click the button “Individual Install”
Go to Google Drive and start a new Google spreadsheet (https://sheets.new)
You find the add-on In the top menu bar of the Google Spreadsheet 'Extension'.

FAQ - Frequently Asked Questions

Is there a product roadmap available?

Add-on seems fully loaded. Nothing on our roadmap. Do you miss a feature? Found a bug? Please send an email or fill in the contact form.

Is there a version history overview?

This is in preparation.

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