Join group Access to them NOTE TO MERGO USERS: Our license for Mergo has been extended through June 2025.
Mergo allows you to create a personalized email template in Gmail and perform a Mail Merge from Google Sheets with Mergo to hundreds of recipients within minutes
Video Demo - https://lehighonline.hosted.panopto.com/Panopto/Pages/Viewer.aspx?id=acba0941-e018-4252-9b1a-af3a00bff41c
Access to Mergo is controlled by joining the Lehigh group - https://groups.google.com/a/lehigh.edu/g/mailmerge-list?hl=en
Start Using Mergo
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In Gmail, Google Sheets, or Docs:
Move your mouse to the bottom-right corner and click the Show slide panel button to unhide it > click the Mergo app
Send a test email to yourself
This feature is available in our add-ons for Google Sheets, Docs, and Gmail.
At the top right of the sidebar, open the more options menu, and select Send a test email to myself.
A test email will be sent to you.
You can directly see it in your inbox, or click on View test email to open it in a new tab.
List your recipients in Mergo sidebar
If you want to send separately your email to a few recipients only, you can directly list the email addresses separated by comma in Mergo sidebar
Import a recipient list from Sheets or Excel
Want to send your email to more than a few people? List your recipients in Google Sheets or Microsoft Excel file and import it in Mergo!
For example:
Click on the more options button and select Import recipients from Sheets / Excel:
Use the file picker to select a Google Sheets or import a Excel file:
You are ready to launch your campaign! Click on Send N emails and Mergo will send your emails!
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Create Email Draft in GMail
The first thing you can do is create your email draft in Gmail.
Please note: The Subject Title of the Draft is what will appear as the Subject Message for the recipients once you run Mergo's Mail Merge
In the email draft you will need to use Merge Brackets {{ }} to specify the Recipient's First Name,
If you wanted to also include the Recipient's last name in the Email, then you can add
Selecting Mergo
Now that you have your Email Draft, you can open Google Sheets and you should now see the Mergo icon on the right sidebar
After selecting the Mergo icon. Select the Category that says Mergo - Merge for Gmail
Once you choose Mail Merge for Gmail. you should see the four headers appear on your Google Sheet
Email Address - Place the Email Address of the recipients in this column
First Name - Place the recipient's first name in this column
Last Name - Place the recipient's last name in this column
Merge Status - Leave this blank
One of the options you will have available is choosing your Draft. You will also have the option to View the Draft
At the top right of the sidebar, open the more options menu, and select Send a test email to myself:
Once you are ready to run Mail Merge, select Send Mail. Highlighted in Blue indicates the gmail Daily quota of 2000 Emails
After running Mergo's Mail Merge Campaign, you should receive a status update in Merge Status Column indicating if the message was Sent or Opened