How to Do Mail Merge Using Google Docs (Step-by-Step Guide)

With a mail merge, you can quickly send a batch of personalized emails to a large email list.

Today you usually use tools like MS Word and Excel, to do this use a mail merge, but that’s not the only option.

Reading: How to create an email merge in google docs

You can also use Google Docs mail merge.

In this step-by-step -Step Guide -Step Guide I will show you how to create a mail merge using a google doc template. I’ll then explain why Google Docs isn’t your best option for mail merge and walk you through the easiest way to mail merge!

This article includes:

( Click Links to jump to specific sections)

• How to do a mail merge in Google Docs
• Why Google Docs isn’t ideal for doing mail merges
• The easiest way to do mail merge today
• 2 Frequently Asked Questions About Mail Merge

Let’s get started.

How to do a mail merge through to Google Docs

Before we dive into the Google Docs mail merge process, it’s important to know that Google Docs doesn’t have a native mail merge function – unlike Microsoft Word.

As a result, there are three common ways to perform a mail merge in Google Docs:

• Using the Google Docs API.
• Use of Google Ap ps Script.
• Using a third-party add-on.

If you are familiar with programming, you can use the Google Docs API or the Google Apps Script platform use orm to create your mail merge.

Otherwise, consider using a third-party add-on such as Autocrat, Smartsheet Merge, or Avery Label Merge. These Google Workspace (formerly G Suite) apps allow you to create personalized Google Document files by automatically inserting data from a Google spreadsheet or form.

Note: There isan easier way a Gmail Mail Merge to perform . Instead of using a third party tool like Autocrat to start the mail merge, use Google Sheets with GMass, the ultimate mail merge tool.

Anyway, Whether you want to use the Google Docs API, the Google Apps Script platform, or a third-party add-on for your mail merge, you’ll need the following:

1. A Google Sheet ( data File) that contains the data you want to include in the document.
2. A Google Doc (Main). >) which contains the letter or email template with placeholders to insert mail merge data.

Now that you know what you need for a mail merge workflow, let me go Performing a mail merge in the Google Docs web app using Autocrat:

A. Create the data file and main document

Before using Autocrat, we need to create the data file and template document required for the mail merge process.

Here are the necessary steps:

Step 1Create a google sheet with the data you want to merge – this google sheet will be your data file.

Be sure to include a header for each column of data you use to personalize your Google Docs document. These headers can be anything like First Name, Title, Company, Address, etc.

For example, here is the Google Sheets data file I created:

Step 2Next, create your main – b>Document – the file containing the message you are sending, with placeholders to insert your details.

To do this, enter your email Paste text into a Google Doc and add mail merge Add tags.

What is a merge tag?A merge tag is a placeholder , into which Autocrat inserts the data from your Google Sheet.

To add merge tags, type your column headings and enclose them in <> symbols. An example of a merge field you could use is <>.

Here is the template I created:

B. Install Autocrat

Once your Google Sheet and Google Doc are ready, you need to install the Autocrat add-on.

Follow these steps to install the add-on install:

Step 1Open the Google sheet with your data and click on Add-ons > Get add-ons .

Step 2Search for “Autocrat” in Google Workspace Marketplace (formerly Google Apps Marketplace and later G Suite Marketplace).

Then, install the mail merge add-on, select your account and grant Autocrat the necessary permissions.

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C.Mail Merge with Autocrat

To use Autocrat for mail merge:

Step 1Select Add-ons > Autocrat > Open your Google Spreadsheet file to launch Autocrat.

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Step 2After launching Autocrat, click NEW JOB.

Step 3Enter a name for the merge job and click Next.

Step 4From the Select Templates window that opens, click From Drive, select your main document from your Google Drive and click Next .

Step 5You now need to link your source data (Google Sheet) to the template document (Google Doc).

If the tags in your template document exactly match the column names in your source data, Autocrat will match them automatically to. Otherwise, you must manually map each merge tag to the appropriate column header.

After verifying that the mappings are correct, click Next.

Step 6Enter the file naming convention you want to use for the merged documents.

Here I have specified the file name as < > Invoice. This way, the created mail merge documents get personalized file names, which makes them easier to identify.

You can then save the merged document as a PDF or Google Docs file.

Step 7Select the folder where you want to save your merged documents and click SAVE.

Step 8Click Play button to start the mail merge.

Additionally you can use the pen button to edit the mail merge, the eye icon to preview it and Trash button to delete it.

Once you’ve run the job, your merged Google doc would look something like look like this:

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Now that you’ve seen how to do mail merge in Google Docs, I’ll explain why you found a better way for form letters:

Why Google Docs is not ideal for performing v on Mail Merge

If you are used to doing a mail merge with an Excel spreadsheet and a Word document, you will find that the mail merge process in Google Docs is more complicated.

Why?This is because Google Docs doesn’t have native merge functions.

You must use either the Google Docs API or a third-party tool such as Autocrat, Avery Label Merge, or Smartsheet Merge.

Not only are they complicated to use, they serve one purpose only: Perform a mail merge.

You can not build email lists , analyze recipient engagements or even Automate follow-ups – all of which are essential for email outreach campaigns.

For a much simpler and more complete mail merge solution, consider Google Sheets integration with GMass consider. GMass not only helps you create mail merges effortlessly, but can also handle almost every other aspect of email delivery.

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The easiest way to do mail merge today

GMass is an easy-to-use mail merge tool that works right inside your Gmail account. Its advanced features have made it popular with workers at giants like Uber and Google, Twitter and LinkedIn.

Whether you’re an email marketer, small business owner, or occasional email sender, the tool is perfect for You.

How to create a mail merge with GMass

With GMass’s Google Sheets integration, you can instantly create large mail merges.

Here’s how:

Step 1Download the GMass Chrome extension and log in with your Gmail account.

Step 2Add Add the merge data to a Google Sheet and format it as plain text.

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Step 3Compose your email, then click the GMass button in the top right corner of your Gmail draft.

You do not need to add placeholders here.

Step 4Click From a Google Sheet and select the Google Sheets file you created earlier from the drop-down menu that appears.

If you have multiple sheets In your spreadsheet file, select the sheet you want to use for the mail merge.

When finished, click CONNECT WITH TABLE.

Step 5GMass will now automatically insert email addresses into the field To your email.

Step 6Select the down arrow next to the GMass Button to bring up the Settings window.

Here you can automatically create personalized emails, set up automated follow-ups, schedule bulk emails for later sending and much more.

Step 7To personalize your email, select the Personalize dropdown menu to view all the column names in your table.

Step 8Select the required column headings you want to add, then paste them in the correct places in your email.

Remember to use the appropriate placeholder for insert each mail merge file ld.

Step 9When you’re done, click the GMass button to send your merged email — It’s that simple!

However, performing a Gmail mail merge is not all that GMass can do for you.

Here are some more powerful GMass features:

• Automatic Personalization: From simple email personalization like automatic subject line personalization to to fallback values ​​and personalized links and attachments, GMass takes care of it all.
• Email Analytics & Reports: Analyze the performance of your emails with detailed reports showing open rate, click-through rate, unsubscribe rate and more.
• Automated follow-ups: Send automated follow-up emails to a recipient until they open your message, click a link in the email, or reply on it.
• Scheduling: Schedule your emails to reach the recipient’s inbox when they are most likely to reply.
• Bypass Gmail‘s sending limits: Send up to 10,000 emails in 24 hours – bypassing your account’s sending limits. In addition, GMass automatically schedules any email you can’t send today to be sent the next day.
• Gmail Add-on: Extended access email outreach capabilities on your smartphone with GMass’s add-on for the Gmail Android app.

To use this robust outreach tool , download the Google Chrome Extension for GMass today and sign in for free with your Gmail or Google account.

Go back to the content

Next, I’ll go through some frequently asked questions about mail merge:

2 Frequently Asked Questions About Mail Merge

1. What is a mail merge?

A mail merge is used to create personalized emails or other documents at large scale by using data from a spreadsheet or data file.

Usually the process requires two separate documents:

• The main document that you are sending (like an email). This document contains placeholders for the data that is automatically added during the mail merge.
• A data file containing the information that you associate with your main document. This file can be a spreadsheet, a Google Doc, or a Google Slide.

At the end of the process, the mail merge would have combined the two documents into one personalized message.

2. How to do a mail merge using Microsoft Word and Excel?

You can do a mail merge using the Microsoft Word and Excel apps on your computer.

This way, you can do multiple create documents at once, such as bulk invoices, custom mailing labels (or mail merge labels), and bulk emails.

To perform a mail merge using Excel, do the following:

• Insert your mail merge data into an Excel spreadsheet (data file).
• Enter your email or letter into a Word document (template file).
• Add the recipient list from your spreadsheet to the template document.
• Use the “Insert Merge Field” option to insert merge data into your email or letter body.
• Preview the results and complete the merge.

Read my Step-by-step instructions for performing a mail merge with MS Excel and Word for more information.

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Conclusion

While not impossible to do a mail merge using a Google Docs template, for example, the process is much more complicated than using Microsoft Word and Excel.

Although tools like Autocrat can help you to a certain extent, they are not an ideal solution – the process remains largely impractical, and you si nd limited in what you can do.

Fortunately, GMass provides you with an easier way to mail merge and increase email marketing results. From automatic email personalization and tracking to in-depth analytics and reports, GMass is the only email tool you will ever need.

Why not

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i>Try the Google Chrome extension by today GMass from and do massive Mail merges facilitate with ?

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