In this tutorial, you will learn how to mail merge in Google Docs.
How To Mail Merge In Google Docs
Mail Merge is a great tool for quickly creating personalized documents. With a mail merge feature, you can fill out a template with data from a spreadsheet. For example, let’s say you have a list of names and email addresses in a spreadsheet. We can use Mail Merge to take this data and create personalized emails for each person.
Since Google Docs does not have a built-in mail merge feature, we’ll need to rely on third-party add-ons. In this guide, we will show you how to use Mail Merge in Google Docs. We will explain how to set up your data source, create a template, and generate your finished documents.
How to Perform a Mail Merge in Google Docs
Here’s our step-by-step guide on how to perform a mail merge in Google Docs.
Step 1
First, open up the Google Docs document with the email template you want to use mail merge with.
Step 2
Click Extensions > Add-ons > Get add-ons to access the Google Workspace Marketplace.
Step 3
Search for “mail merge” and select the Mail Merge add-on by Quicklution.
Step 4
Click on the Install button to add the Mail Merge add-on to your Google Docs project.
You will need to give this third-party add-on access to your Google account.
Step 5
Click Extensions > Mail Merge > Start to begin the mail merge process.
Step 6
In the Mail Merge panel, select the spreadsheet you want to retrieve the merge field values from.
In our example, we’ll access a spreadsheet with the email, title, and last name of our recipients.
Click Show Email Settings and set the Email To field to the proper field.
You can also set the Email Subject as well as the display name to use.
Step 7
Before sending an email to your recipients, you can send a test email to yourself.
Type the email you want to send the test email to and click on OK.
Step 8
Head to your email inbox and check if your template works.
Step 9
Once you’re satisfied with the test email, select the Emails option for Merge to and click on Merge.
Summary
This guide should be everything you need to learn how to mail merge in Google Docs.
Click this link to make a copy of this sample document to try doing it yourself!