# Installation How to install Mail Merge for Gmail add-on in your Google Sheets On this page, you will find the 2 steps to install Mail Merge for Gmail Tools and how to access it. There is a quick video if you don't have the time to read the documentation. You will also find troubleshooting information about known issues that could happen. ### Install Mail Merge for Gmail Install Mail Merge for Gmail from the [Google Workspace marketplace](https://workspace.google.com/marketplace/app/mail_merge_for_gmail_%F0%9F%93%A3/562406866377) if you haven’t already done so by clicking on the “Install” button.

Mail Merge for Gmail on the Google Workspace Marketplace

* A pop-up will ask for your authorization to install the addon, click on Continue * Another popup will ask you for some permissions, click on "Allow" After the installation (it usually takes less than 15 seconds) you will get a popup, saying that add-on has been installed.

Mail Merge success message when installation is completed

The next step is to open the add-on and let the magic happen. ### Launch Mail Merge for Gmail

* Open Google Sheets (if Google Sheets was already opened, refresh the page) * Add-ons take around 15s to load after you opened Google Sheets. * Go to Extensions / Mail Merge For Gmail / Start ... there you go! ### Installation issues: There are two known issues that we can't fix, as it doesn't depend on Mail Merge for Gmail: **1- Add-on doesn't seem to be installed successfully / I never get the "addon-installed successfully" popup:** This issue can occur when you sign in Google accounts, and you are not using the principal account for installation. An easy workaround is to open a private window, sign in to the Google account you want, then proceed to the installation. **2- After successful installation, Merge for Gmail is not visible in Google Sheets:** Simply refresh Google Sheets, wait for 10 seconds, and it should appear in the menu! # Mail Merge Tutorial Follow these simple steps to send your first emails with Mail Merge. First, make sure you have installed Mail Merge for Gmail from the [Google Workspace Marketplace](https://workspace.google.com/marketplace/app/mail_merge_for_gmail_%F0%9F%93%A3/562406866377). Once installed, let's see how to personalize and send your first emails. {% embed url="" %} A short video to cover the basics of Mail Merge for Gmail {% endembed %} ## Personalize your email content With Mail Merge for Gmail📣, **you can change the content of each email received** by each recipient. This is what we call personalization. ### Start with the Google Sheet content The idea is simple, in your Google Sheet, **each row will represent an email.** The minimal requirement to send a campaign is to have a column with all the recipients *(Column "A" in the screenshot below)*.

You can add as many columns as you want, and you will be able to retrieve them in the template editor.*( Column Name / Company ...)* ### Customize your email template In the template editor, You are now able to retrieve your Spreadsheet data to customize your emails, through what we call **merge tags.**

Merge tags are simply names of your columns, surrounded with characters {{ }}. For instance, if you want to use the "Name" column in your template, bring it with {{ Name}}. You don't have to type merge tags, just use our dropdown menu :

..becomes merge tags in the template editor!

## Personalize your email subject To customize your email subject, you can also use Merge tags. For instance, if your Google Sheets contains a column "Name", **you can customize your email subject using merge tag** "{{Name}}" as show below:

Customize email subjects signficantely improve your opening rates

# Features Here is the list of our features, and related documentation * [Mail Merge with Google Sheets](/quickstart/mail-merge-tutorial) * [Personalize emails](/quickstart/mail-merge-tutorial) * [Insert Images](/support/images) * [Real-time email tracking](/support/email-tracking) * [Scheduled campaigns](/support/campaign-scheduling) * [multiple recipients](/support/multiple-recipients) * [Unsubscribe link](/support/unsubscribe-link) * [Rich-text emails (images, emojis, link, html...)](/support/rich-text-emails-html) * [Attachments](/support/attachments) * Customized sender name * Customized reply-to address * [Campaign Management (Cancel a campaign)](/support/canceling-an-email-campaign) * [Email throttling](/support/email-throttling) # Rich-text emails (HTML) ### Hyperlink : To add a hyperlink, from the template editor, go to advanced options, click on "insert link" and set up your link.

image show how to select the insert link setup in the menu — Select the menu "insert link"

setting your http link in mail merge for gmail — Then set your link

You can set the URL, the text displayed, the text displayed when the reader hovers the text (Title), and the behavior of the click ( open a new tab, or open in the current windows). {% hint style="info" %} [To insert table, we have a solution described in this blog post.](https://merge.email/gmail-knowledge/how-to-insert-a-table-in-a-gmail-message) It works for both Gmail drafts and Mail Merge too {% endhint %} # Campaign scheduling In this page we will cover how to schedule your mass email campaign with Mail Merge for Gmail ### How to schedule a campaign The process to schedule a blast campaign is straightforward :

1. Click on "Schedule Send" . The button is available using the select item from the button. 2. Pick a date and a time by clicking on the Date picker. 3. When it's done, simply click on "Schedule Send". ### Manage scheduled campaign

You can update the delivery date or cancel your email campaign

When a campaign is scheduled, you can update the delivery date or simply cancel the campaign by Clicking on Manage Schedule from the home screen. {% hint style="info" %} We have a nice post about [scheduling emails in gmail ](https://merge.email/gmail-knowledge/how-to-schedule-an-email-in-gmail) ! {% endhint %} # Attachments Discover how to add attachments : to your mails with Mail Merge for Gmail ### How to send an attachment with Mail Merge for Gmail There are some limitations to this feature: * The attachment has to be present in your (or in a public) Google Drive * Attachment size should be under 5 Mb ### Attachment process Here are the steps to follow :

Attachment button in Mail Merge for Gmail — Add an attachment with Mail Merge for Gmail

1. If your attachment is not yet in your Google drive, follow the optional step [described below.](#h.rp1fefblxvjo_l-2) 2. Expand options with the button "more options" from the add-on, then click on the Google Drive™ icon. 3. Select the document, image, archive... you want to add in the popup and click on "Select". ### ### Optional : Add the attachment to your Google Drive (optional) If not done yet, here is how to add a file to Google Drive : 1. From [Google Drive](https://drive.google.com/drive/my-drive), locate and select the **New** button, then select **File upload**. 2. Locate and **select the** **file(s)** you want to upload on your computer, then click **Open**. 3. The File is now visible in your **Google Drive**. 4. Don't close Google Drive right now, we will need it in the next step ! ![In Google drive, click on "New" to upload your future attachment file](/files/Wm4Ug5y6xf6mEmsvj3hX) {% hint style="info" %} We have a nice blog post about [how to send document securely with emails available here](https://merge.email/gmail-knowledge/how-to-send-documents-securely-via-email) {% endhint %} ### Attachment issues: Here are the most common errors encountered with attachments: **1- Message "Attachment Error, Limit Exceeded: Email Total Attachments Size should not exceed 5Mb":** There is a limit on the size you are allowed to send with Gmail (It's a limitation decided by Google), we can't do anything about that. # Multiple recipients In this page, you will learn how to add multiple recipients in Mail Merge for Gmail ### How to add multiple recipients in Mail Merge There are multiple ways to add multiple recipients to a single email: either by adding CC or BCC fields, or directly by adding multiple emails in the recipient field. Let's see how to proceed. {% embed url="" %} Vidéo showing how to add multiple recipients with Mail Merge for Gmail {% endembed %} ### Add multiple recipients, eventually CC and BCC column in your Spreadsheet: To add multiple recipients, simply type emails in your recipient column, separated by commas. *ex: , * ![](/files/FwBbh9kBvbuTNbBa4PbK) ### (Optional) Add CC and BCC column in your Spreadsheet : If you want to add **CC** (Carbon Copy) and/or **BCC** (Blind Carbon Copy): * You need to create one distinct column for CC and one other for BCC * same as recipients, you can add a single email or multiple emails separated by character comma.

### Setup CC & BCC in Mail Merge for Gmail At this step you need to "tell" **Mail Merge for Gmail** that you have columns with emails and you want to use them as CC and/or BCC. * In the add-on, click on "**More options**" * Select the right column for "**CC**" and/or "**BCC**". * If everything is ok, the preview should now show CC and / or BCC according to your data.

### Quotas & Multi-recipients: Using the multi-recipients feature in **Mail Merge for Gmail** has a direct effect on your daily quota: * If you are sending one email with 1 person in CC and 1 in BCC, in reality, your email will be sent to 3 people, your daily quota will be reduced by 3 after the send. * If you are sending one email with 3 people and 2 in CC, your daily quota will be reduced by 5 (3+2) after the send. {% hint style="info" %} We have some really nice articles about [how to use CC](https://merge.email/gmail-knowledge/how-to-cc-in-gmail) and [BCC](https://merge.email/gmail-knowledge/how-to-bcc) properly {% endhint %} # Images On this page, you will learn about the different ways to add an Image to your Mail Merge template Adding visible images to an email is possible with Mail Merge for Gmail. There are 3 possibilities: * the **image is located on your computer**, read [Insert a local image](#insert-a-local-image) * the **image is located on your Google Drive**, read [Insert an image from Google Drive™](#insert-an-image-from-google-drive-tm) * the **image is available through a public URL**, read [Insert a distant image](#insert-a-distant-image) After being added to the template, you can still edit the image, see Edit an image. the image size, orientation, and alignment can be edited, just click on the image to display the image toolbox. ## Insert a local image You can't directly add a local image to your email, because it has to be accessible online! You can use a hosting service, **but we provide a convenient (and free) solution**: host your images on Google Drive: * Go to

* Set the permissions to **"Anyone with the link"** / **"Viewer"**. :warning: :warning:Be careful, if you set "Editor", everyone will able to change your image which is probably not something you wish.:warning::warning:

Upload and set the right level of permissions on your image

Then go to the next chapter : ["Insert an image from Google Drive"](#undefined) ## Insert an image from Google Drive™ To add a Google Drive-hosted image to your emails, from the editor click on the Google Drive image icon ![](/files/9QvAafqmdG5pDHt2OGDg). This will open a modal, allowing you to choose your Google Drive image.

Select "Insert image from Google Drive" and pick your picture

Before inserting the image in the template, Mail Merge will check permissions on the image. If you have an error message, read the [previous chapter](#insert-a-local-image) to discover how to properly set permissions If you want to change the Alternative Description or Image size, you can now[ edit the image](#undefined) directly from the template. ## Insert a distant image To add a remote picture to your emails, from the editor click on the image icon ![](/files/moNiO4zvQXVDH9c1ITti). This will open a modal, allowing you to insert your picture's "source" URL.

Click the on function "Insert/edit Image"

Optionally, you can add an alternative description and define the size of the image.

Insert your image URL in the source field

If you want to change the Alternative Description or Image size, you can now[ edit the image](#undefined) directly from the template. ## Edit an image After being added to the template, the image's size, orientation, and alignment can be edited, just click on the image to display the image toolbox.

Just click on the image to open the image edition toolbox

# Email Tracking On this page, you will learn how to know if your emails sent with Mail Merge for Gmail📣have been opened. ## How to enable email tracking? To activate tracking, simply tick "Track emails" in the add-on

## How will tracking look like ? Tracking status will be available in your spreadsheet. When the email will be opened, the status will change from "Sent" to "Read" :

## When is the tracking status updated ? Tracking status is updated when your Google Sheets is loaded, but you can refresh it at any time going to *Menu / Extensions / Mail Merge for Gmail📣 / 🔄 Refresh tracking* {% hint style="info" %} We have a nice article explaining how read receipts works available [here](https://merge.email/gmail-knowledge/gmail-read-receipt)! {% endhint %} # Unsubscribe link Adding an unsubscribe link lets your recipients opt out of your emails, thus reducing the risk of being flagged as spam, and to have a cleaner mailing list. ### How to include an unsubscribe link? Please note that the 2 methods will make your email compliant with the "One Click Unsubscribe" that is recommended by [the latest guideline for bulk senders](https://blog.google/products/gmail/gmail-security-authentication-spam-protection/). There are 2 ways to include an unsubscribe link in your template with different advantages : 1. [Insert the standardized unsubscribe complete footer](#insert-the-standardized-unsubscribe-footer) - takes a second, and looks very standard 2. [Insert an unsubscribe link](#insert-an-unsubscribe-link) - more customizable ### How would it look for my recipients? Whenever one of your recipients clicks to unsubscribe, they will be redirected to a page like the following:

Also, depending on the email provider, recipients will see the "unsubscribe link" at the top of their emails. Below is an example in Apple Mail, but all the email clients have a different look.

one click unsubscribe overview in Apple mail — This is how one-click unsubscribe will look to your recipients

{% hint style="info" %} The "One click Unsubscribe" button is not always visible, Email clients have some intelligence and they don't always display the link. It is very likely that if you send a test email to one of your other inboxes, it won't appear because the email client "knows" that you are regularly exchanging emails with this sender. {% endhint %} ### How would it look to me? When one of your recipients unsubscribes, you will know it through the tracking status of your campaign :

### Insert the standardized unsubscribe footer : 1. From the template editor, click on the "Unsubscribe footer" icon 🔕. 2. Click on the "Insert Unsubscribe footer" button and you are done.

### Insert an unsubscribe link To add an unsubscribe link, you will need to insert the unsubscribe variable as shown below. It will be replaced by a special link that Mail Merge for Gmail uses to handle unsubscribes. Here's how to do it: 1. In Mail Merge for Gmail, open your template or create a new one. 2. In the editor, add the following text "*Click here to unsubscribe*" (or any other message of your choice) 3. Select the text then click on **Insert/Edit link** 🔗 4. In the "Insert/Edit link" popup, select "Unsubscribe" in the dropdown "Link List" 5. Click "Save"

When sending your emails, Mail Merge for Gmail will automatically convert the special variable with a unique unsubscribe link letting each of your contact opting-out easily, **so be careful to not change the URL by yourself.** Please not than in the template editor, the unsubscribe link is not active. # Canceling an Email Campaign You’ll discover three ways to cancel an email campaign on this page. ### Cancel a Scheduled Campaign This feature is helpful if you’ve scheduled a campaign and want to cancel it before it sends. * Click on “Manage Schedule.” * Find your campaign in the list of scheduled campaigns and click on the red trash icon, then confirm by clicking “Delete Campaign.”

The status of your campaign in the Google Sheet is then updated to “Deleted.”

### Cancel a Campaign Sent Using the “Undo Send” Feature This option is useful if you’ve sent a campaign and immediately realize there’s an error. As soon as you click the “Send X emails” button, a new window opens. You have **5 seconds to cancel the send** by clicking the “Abort” button. You’ll see your email reappear, and a note stating “No email was sent” will display at the bottom of the screen. No status is updated in the Google Sheet.

Cancel a mail merge batch using the ABORT button

### Cancel an Ongoing Email Campaign This option is for when the 5-second window to click “Abort” has passed. It is only relevant if you are sending a large number of emails; this method allows you to stop **part of the campaign** from sending, though not the entire campaign, as the initial emails from your Google Sheet are sent almost immediately. This means this function helps **reduce the impact,** as the first recipients on your list will inevitably receive the email. To proceed, act **quickly**: 1. Restart Mail Merge (Extensions > Mail Merge for Gmail > ▶️Start). 2. Find your campaign under “Active Campaign.” 3. You can either suspend it by clicking “Pause” or delete it by clicking “Delete.”

The campaign’s status in the Google Sheet will then change: if deleted, it shows as “Deleted”; if paused, it displays as “In queue.” Emails already sent are marked as “Sent.”

# Email throttling Email throttling is a way to improve your email deliverability. By reducing the speed of emails sending, it triggers less email providers' attention and ensures your account stays in good standards. ### How it works When activated, email throttling will add a delay between **each email.** For instance, if you want to send a batch of 6 emails, with a 10minutes throttling setup, it will take 1 hour to send all your emails (6 emails x 10 minutes). {% hint style="info" %} Throttling is a global setting, meaning all campaigns sent after changing it will follow the new throttling configuration. These settings can be updated at any time. {% endhint %} ### How to activate email throttling #### 1 - Go to app settings To activate or edit email throttling, got to app settings from the home screen :

Go to app settings to activate throttling

#### 2 - Choose throttling mode From there, you can choose between 3 sending modes :

* **Email blast** (by default) : when selecting this setting emails are sent as fast as possible, with a minimum delay between each emails. * **Add a delay between each email** : This mode allows you to send emails with a fixed delay. * **Add a random delay between emails** : This mode is also sending email with throttling, but this time you are not setting the delay between each emails, but the maximum delay between each emails #### 3 - Select the delay you want to use If you select a mode with delay, you can now select a delay (or maximum delay) between each emails. (you can select a delay between 1 and 60 minutes) .

Now save your settings, and your next email campaign will be throttled. {% hint style="warning" %} For large campaigns, selecting an important delay may considerably increase the time required to deliver the campaign. If you accidentally set a delay that is too long, you can still [cancel the on going email campaign](/support/canceling-an-email-campaign). {% endhint %} # FAQ Most frequent question asked by our beloved users ❤️

Installation

* Tutorial is here : [Installation](/) * **Add-on doesn't seem to be installed successfully / I never get the "addon-installed successfully" popup:** This issue can occur when you sign to Google accounts, and you are not using the principal account for installation. An easy workaround is to open a private window, sign-in to your Google account, then proceed to the installation. * **After successful installation, Merge for Gmail is not visible in Google Sheets:** Simply refresh Google Sheets, wait for 10 seconds, and it should appear in the menu !

Account & Billing

We have a dedicated page about account management, billing, subscription cancellation and how to get invoices here : [Account & Billing](/help/account-and-billing)

# Account & Billing Frequently asked questions about Mail Merge for Gmail account & billing. ### How can I get my invoices/receipt ?

Just open the add-on and go to your account, using the button at the bottom right of the main screen. From here you can download all your invoices. ### Can I invite a team member to use my subscription ? Mail Merge for Gmail licensing model is per user, but you can manage multiple subscriptions from a single account. See our documentation about shared subscriptions : [Shared subscription](/help/account-and-billing/shared-subscription) ### How to cancel my subscription? You can cancel your subscription anytime. Just open the add-on and go to your account, using the button at the bottom right of the main screen. From here you can manage your subscription. ### If I cancel my susbcription is my premium account immediately closed ? You can cancel your subscription anytime, it will remain active until the end of the billing period, but you will not be charged anymore. ### I have subscribed to a premium plan but the watermark is still present ? It's very likely that your bank declined the payment, you can contact us at we will directly tell you the reason ### ### Can I add # Shared subscription ### What is a shared subscription in Mail Merge for Gmail? If you need to : * **Have multiple Mail Merge for Gmail licences for your team** * **Have a centralized way, role based system to manage your licences** * **Get one bill for your entire organization** Shared subscriptions are available in Mail Merge for Gmail for every owner of a premium subscription. Here are the topics that we are going to cover in this article : ### How to add/remove a new user on your shared subscription? 1. Access to the account management screen directly from the add-on. 2. From the account management screen you can click on "Manage users" , in section "Subscriptions" 3. The user management screen allow you to add or remove a user from your subscription ![](/files/hL2BJ09dVFFTEd193zxD) ### How to leverages roles in a shared Subscription? #### What are the roles? There is 3 roles in a shared subscription : * **Owner :** * There is only one owner per shared subscription. * Owner can manage billing informations * Owner can add or remove licences from a subscription. * Owner has is own license and can use Mail Merge for Gmail * **Manager :** * A shared subscription can have multiple user with role "manager" * Manager can add or remove licences from a subscription, * Manager has is own license and can use Mail Merge for Gmail * **User :** * A shared subscription can have multiple user with role "user" * user has is own license and can use Mail Merge for Gmail without any administrative permissions. #### How to assign a role to a user? * Access to the account management screen directly from the add-on. * From the account management screen you can click on "Manage users" , in section "Subscriptions" * The user management screen allow owner to assign or remove roles ![](/files/TteLW5ikrjJ5vKEFyDAu) ### How will it impact my invoices? * **Adding or removing user to a subscription will not change billing period or billing dates** : your billing date, monthly or yearly will remain the same than the original subscription. * **If you add a new license to a shared subscription** : * You will be **charged immediately** for the prorated remaining time before the next invoice. * Your **next invoice** will reflect the new number of licences of your subscription. *Example:* *If you have a yearly subscription ($47.88) created on 1st January 2022 and you add a license on 1st of June 2022:* 1. *You will be charged immediately for $23.94 (because there is half of the billing period remaining)* 2. *Next invoice on 1st January2023 will be $95.76 ( = 2x $47.88)* * **If you remove a license from a shared subscription** : * Your account balance will be credited with the prorated amount for the remaining time of your subscription. * Your **next invoice** will reflect the new number of licences of your subscription. *Example :* *If you have a monthly subscription with 4 licenses for a monthly cost of $19.86 (4x$4.99) and you decide to remove a licence : next invoice will be $14.97 (3x$4.99)* # Contact us How can we help you? ## Premium subscription questions \ If you have any questions regarding your subscription, please note that you can manage it directly from your account's subscription page. Please open the extension on Google Sheets and then click on the user logo at the bottom right of the modal. ## Anything else ? :wave: