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Mergo

Mergo

License extended to 2025

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)

Follow the steps below to start using Mergo.  Click on images to enlarge them.


Start Using Mergo

1. Access to Mergo is granted by joining the 'mail merge apps' Lehigh Google group.

Navigate to https://groups.google.com/a/lehigh.edu/g/mailmerge-list?hl=en and click on 'Join Group'.

2. 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

  • Repeat the process for any additional fields you'd like to add from your list (in a Google Sheet).



3. Select 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

4.  Click on the Mergo icon, and select 'Mergo - Mail Merge for Gmail'.

5. 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

6.  Next, choose your email draft from the Mergo menu, and select 'View Draft'

Make sure you're looking at the draft you mean to send out.




7.  At the top right of the sidebar, click on the Options menu (three vertical dots), and select Send a test email to myself:









8.  On your spreadsheet, complete the list of email addresses, names, and any other columns you're using, so that your spreadsheet is complete.

9. Once you are ready, click 'Send Emails'.

Note the number highlighted in blue below the 'Send Emails' button:  this indicates how many of your Gmail daily quota of 2000 Emails that this send will use.

10.  After sending your emails, you should receive a status update in the 'Merge Status' column indicating whether the message was Sent or Opened.

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For immediate help, contact the LTS Help Desk (Hours)
EWFM Library | Call: 610-758-4357 (8-HELP) | Text: 610-616-5910 | Chat | helpdesk@lehigh.edu
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