![]() ![]() ![]() Alternatively, you can enter the names and email addresses of recipients directly in the Mail Merge Google Sheet. Open Google Contacts and create a new Group with all the contacts who you would like to send a personalized email.Go to the Add-ons menu in the sheet, select Mail Merge with Attachments and then select the Create Merge Template menu. This will create a new Google Spreadsheet.Please watch the Mail merge tutorial for instructions. Install the Mail Merge for Gmail add-on. ![]() The video shows you how.Here’s how you can do mail merge with Gmail: You may need to re-select the text fields or buttons. The bot still does not enter the Message.The bot does not enter the message, check the 'Enter Text' steps have you inserted the data?.The bot will not send, have you enabaled the click step?.We would recommend you watch the video to troubleshoot. Try these measures if your bot is not working. When run, the bot will now automate sending emails. Click on the menu icon top right-hand corner of the step. # Ready to automate GmailĬlick on the step called 'Click Element: Send', it will be greyed out. 'Click Element: Send (Enable to send)' is disabled to stop the bot posting. We always recommed doing a trial run - click run now and the emails will be created but not sent. Maximum cycles - set the amount of loops the bot must perform.Jump to step - set the step you want to jump to make the bot loop in this case step one.Sheet name - Choose the tab you created for links.# Set up the 'Delete rows from a Google Sheet' step Clear data before writing | Add to existing data - Set this option to 'Add to existing data'.Sheet name - Choose the tab you created for 'sent'.# Set up the 'Write Data to a Google Sheet' step CLick Element: Send - Select the send button.Enter Text: Message body - Select the body input, Text - Click 'Select data' choose '' then from the preview choose the body.Enter Text: Subject - Select the subject input, Text - Click 'Select data' choose '' then from the preview choose the Subject.Enter Text: Email - Select the email input, Text - Click 'Select data' choose '' then from the preview choose the email address.Enter URL - You should use this url ''.But you may need to re-select buttons, and text inputs as sites can be subject to change. # Set up the 'Interact with a page's interface' step Fields - Tick 'First Name' and 'Last Name', you should now see a preview of the data.# Configure the 'Split a name into columns' step You should now see a preview of the data.Sheet name - Choose the sheet tab called 'Email'.Spreadsheet - In the field called 'Spreadsheet', you can search for the Google Sheet you created.# Set up the 'Read data from Google Sheet' step Each recipient should be added to a new row, in this format: Add data to the ‘Email’ tab on your sheet.Set up two tabs titled 'Email' and 'Sent’.Name your sheet something like 'Mail merge’.You can do this in your Chrome browser by entering the shortcut 'sheet.new', presuming you already have an account. # Set up a Google Sheet for the mail merge If you are a new user you will be required to create an Axiom.ai account before you can edit the template. To install this Mail merge bot template click 'Install template'. # How to Install the Gmail mail merge bot Mail Merge for Gmail automates sending personalised emails to one or more recipients from a list in Google Sheets. ![]()
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