Mail Merge in Simple step – Quick instructions
1) Create Mail Merge Template:
- Create Mail merge template Mail Merge> Mail Merge> Create Template. This will add basic standard columns required to perform mail merge
2) Import your google contacts:
- Import your google contacts into the Mail Merge sheet. For Import Mail Merge> Mail Merge> Import Contacts. Alternatively you can also add or copy paste your contact details in the sheet manually
3) Insert attachments:
- With Mail Merge Sutra you can easily insert attachments based on your requirement. First upload or store all the relevant files in google drive and use our Insert attachment functionality to insert attachments. For inserting Mail Merge> Mail Merge> Attachments
4) Configure Mail Merge:
- Once you have Created template, imported contacts and attachments are added (if any), it is time to configure your mail merge. This is the final step for completing your mail merge. To configure Mail merge, click Mail Merge> Mail Merge> Configure Mail Merge
