5/2/2024 0 Comments Mail merge in outlook 365Sending mail merges through Gmail from inside a Google Sheet, using a Google Workspace Marketplace add-on.Sending mail merges from inside Gmail using a Chrome extension like GMass.There are a few different methods you can use for a Gmail mail merge, which we cover at extended length in that linked article. While I don’t have hard data to back this up, I’d feel confident saying the most common mail merge use case today is someone sending personalized emails through Gmail/Google Workspace.įortunately, Gmail also has the most robust mail merge options out there. Then it will create another email for the next recipient (with their first name inserted) and on and on. Your software will then insert the relevant info into each mail merge field for each email message, mailing labels, or any other merge document.Īnd the software gets that info from your data file, often a spreadsheet (but sometimes a database or customer relationship management platform).įor instance, if you have a column in your Google Sheet data file called FName, anywhere your merge software sees the field in your email message it will insert the recipient’s first name. Your mail merge template is an email or document that uses specific merge tags or merge fields as placeholders for where your data will go. There are two documents that are essential to running a merge: A template file and a data source. Using mail merge also saves a ton of time over manually customizing anything, from emails to documents once you use it, you’ll wonder why you ever tried to do the process by hand. (After all, personalization and relevancy are essential for email success.) With mail merge, you can send personalized messages that are proven to get better engagement than generic mass emails. Mail merge is far better than CCing (or BCCing) a bunch of people on an email. Instead of typing a letter for each recipient, you can use a form letter to make quick, unique, personalized letters for each person.Įssentially, if there’s a document you need to personalize at scale, mail merges can take care of that for you. Note: A form letter is a template file used to create mass letters. Form letters, labels, envelopes, and other printed items.You can use mail merges to create personalized messages automatically for: What types of document can you create using mail merge? This spares you the trouble of manually personalizing each document yourself. Mail Merge FAQ: Answers to Your QuestionsĪ mail merge lets you create personalized messages, documents, labels, and more that are automatically customized on a recipient-by-recipient basis.I’ve linked to those throughout this guide.) Mail Merge: Table of Contents (Also: Note that our blog has several related articles available where we’ve done deep dives into the merge process with different apps. I’m also going to (hopefully) answer any lingering questions you might have about running your own mail merges. In this article, I’m going to give a brief overview of how to create mail merges with all of the most popular apps (namely, Microsoft Office and Google Workspace/Gmail). The term dates back to when people would use software to print out “personalized” form letter templates and mailing labels.īut it’s the best term we’ve got - even as mail merging has gone fully digital.īecause, yes, you can mail merge with all your favorite email, word processing, and spreadsheet software.
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