You can configure your Mail Merge settings. Click Mail Merge> Mail Merge> Configure Mail Merge
Once you click as above, a new window will open. Please follow below steps to proceed further
a) Basic Details
Once you click Configure Mail Merge option, below screen will open where you can enter your Mail Merge Details
Mail Merge Name: You can enter Mail merge name as per your choice. This is a mandatory field and you can view/measure your Mail merge performance/statistics after naming your mail merge.
Remember: You cannot duplicate a Mail Merge name i.e once you have used a Mail merge name, you cannot use that name again. This is a check from Mail Merge Sutra to avoid conflicts
Sender’s Name: You are free to enter Sender’s name of your choice. This can be different from your default gmail name and intended recipient will receive emails displaying name mentioned in this field
b) Create your Email Template
With Mail Merge Sutra, you canuse our build in email body template to draft personalised emails and increase your engagement with your intended recipients. Follow our below tutorial to learn how to easily send personalised emails to your recipients:
- Define personalised subject field :
You can easily add Mail Merge fields in your subject and make it look more personalised. To add this, select the relevant column from MM Fields dropdown where you want to add personalised data in subject field. When you initiate “Send Emails” option from Mail Merge Sutra, data from selected {{Mail Merge field}} column will replace these Mail Merge Fields
By doing so, you can also easily differentiate replies in your gmail account since all emails will have a different subject line
Note: Mail merge fields are case and space sensitive (including double curly {{ }} brackets). Hence we advise to use dropdowns and not to edit it manually since it will impact the end result.
Remember: Blank headers in 1st row will not be shown. This is a check within our tool to avoid conflicts arising due to blank headings.
In case of duplicate headings, Mail merge sutra will consider column header which appears first. Hence we advise not to keep duplicate headings if possible
2. Draft your email
You can start drafting your email message in our in built Email template. Include Mail merge fields like {{firstname}} to personalize your email. We have added {{firstname}} in our below tutorial. These Mail merge fields will be replaced by actual data present in the column selected [{{firstname}} in our example] against corresponding recipient.
Note: Mail merge fields are case and space sensitive (including double curly {{}} brackets). Hence we advise to use dropdowns and not to edit it manually since it will impact the end result.
Remember: Blank headers in 1st row will not be shown. This is a check within our tool to avoid conflicts arising due to blank headings.
In case of duplicate headings, Mail merge sutra will consider column header which appears first. Hence we advise not to keep duplicate headings if possible
3. Send/Process your Mail merge Emails
You are now ready to send your emails and make your recipients feel unique with our Mail merge fields to your email content. Click the “Send Emails” button and Mail Merge Sutra will send your emails with the corresponding attachment to your recipients
Below is the resulting email that the recipient will receive. Please note that mail merge fields have been replaced with actual data
Info: If you want to check that mail merge fields have been correctly replaced with correct data, use our “Send TestEmail” option and send a test email to yourself before processing Mail Merge
Remember: Mail Merge Sutra will process emails where it finds Email id in the “Email address” column of the Mail Merge Sheet. It will skip the row which does not have email id in the “Email address” column
Mail Merge Sutra considers hidden rows as well while processing emails (if it has email address mentioned in relevant column)