Mergo

NOTE TO MERGO USERS: Our license for Mergo will end in the first quarter of 2024. Additional options will be available at that time, Please consider using Lehigh's Google Gmail Merge. 

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

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