Automatic process:<\/b> Sheetgo automates your workflow from start to finish; from automatic data transfer from your Excel spreadsheet to automating the sending process.<\/li>\n<\/ul>\n[\/et_pb_text][et_pb_text module_id=”how-to-create-mail-merge-from-excel” _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to create a mail merge from Excel<\/h3>\n
Let\u2019s say I am a Marketing manager, and I need to send out a monthly newsletter to all of my company\u2019s customers. I have a huge database full of the data of each client, including their full name and email address:<\/p>\n
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Using the Sheetgo web app, I can connect my spreadsheet to the Email<\/b> feature, where I can type out my newsletter.<\/p>\n
Then, Sheetgo will automatically take the email addresses from my spreadsheet and send my email to each recipient via Gmail in just a few moments.<\/p>\n
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1. Sign up for Sheetgo<\/h4>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/” url_new_window=”on” button_text=”SING UP FOR FREE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px||30px||true|false” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
It\u2019s easy to sign up for Sheetgo! Simply log in with your Google, Microsoft, or Dropbox account to get started.<\/p>\n
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2. Create a new workflow<\/h4>\n
In the Sheetgo web app, click New workflow<\/b>. Select Connect files<\/b>. Make sure to name your new workflow clearly in the top-left field.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/01\/Mail-merge-EX-\u2013-1@2x.png” alt=”how to create a mail merge from excel 1″ title_text=”Mail merge EX \u2013 1@2x” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n3. Connect your source data<\/h4>\n
In order to upload your Excel file, click Single file<\/b>. Search for and add your spreadsheet file name. Make sure that you also select the correct tab where your data is located.<\/p>\n
When finished, click Next<\/b>.<\/p>\n
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\tNext, scroll to the \u2018Generate\u2019 section and select Email<\/b>.<\/p>\n
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4. Add email addresses<\/h4>\n
Sheetgo gives you the option to either manually enter email addresses, or to transfer the email addresses located in your Excel file. Let\u2019s explore how to perform both options:<\/p>\n
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Use custom recipients<\/h4>\n
With this option, you can manually enter email addresses of your choosing. This is a good option for communication with smaller groups of people, such as your department.<\/p>\n
Simply select the Use custom recipients<\/b> option and enter email addresses into the field.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/01\/Mail-merge-EX-\u2013-4@2x.png” alt=”how to create a mail merge from excel 4″ title_text=”Mail merge EX \u2013 4@2x” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Get dynamically from column<\/h5>\n
By selecting this option, Sheetgo will automatically recognize email addresses in a column within your Excel spreadsheet and add them as your recipients. This is great if you have a large database full of emails, saving you lots of time and effort.<\/p>\n
To use this option, select the Get dynamically from column<\/b> option and select the column containing the email addresses in your Excel, using the dropdown menu. As you can see, in my example, customers\u2019 email addresses are located in Column C.<\/p>\n
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5. Create your email<\/h4>\n
Now that you have connected your spreadsheet to the Email feature, it\u2019s now time to create your email content.<\/p>\n
You can directly type in your email into the text box. Sheetgo offers different formatting options, including headers, bullet points, and action buttons.<\/p>\n
Don\u2019t forget to customize the subject line too!<\/p>\n
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6. Optional: insert smart tags to personalize your email<\/h4>\n
Looking to personalize your mass email? Sheetgo can take each column from your spreadsheet and turn them into buttons called Smart tags<\/b>. When you add these to your email content, Sheetgo will automatically substitute these with the specific data from that column, for each row.<\/p>\n
Let\u2019s say I want to personalize my email by adding a quick welcome message. I can use the First name<\/b> smart tag in this text. As a result, each customer who receives the email will see their first name in the welcome message.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/01\/Mail-merge-EX-\u2013-7@2x.png” alt=”how to create a mail merge from excel 7″ title_text=”Mail merge EX \u2013 7@2x” align=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Once you\u2019re happy with your email, click Finish and save<\/b>.<\/p>\n
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How do I send a mass email from Excel?<\/h3>\n
And there you have it! Using the Sheetgo web app, not only can you create a mail merge from your own Excel file, but you can also experience the added benefits of customizing with smart tags, and connecting directly with your Gmail account.<\/p>\n
Interested in finding out more about how you can personalize your emails using Sheetgo? Take a look at our article on How to send personalized mass emails<\/a>.<\/p>\nAlternatively, check out our related blog posts below.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
A mail merge is one of the most efficient ways to mass communicate with a huge number of people at the same time. There are many different types of mail merge tools and software available, however, it\u2019s difficult to find a tool that takes care of the process from start to finish. When you do, […]<\/p>\n","protected":false},"author":41,"featured_media":38701,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[33],"tags":[43],"class_list":["post-38696","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to-solve-with-sheetgo","tag-sheetgo"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/38696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/users\/41"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/comments?post=38696"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/38696\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media\/38701"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media?parent=38696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/categories?post=38696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/tags?post=38696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}