Mail merge with Google Sheets

Hi there! Welcome to Elite Mail Suite. Let's prepare a personal campaign, without rushing the important checks.

Want to reach several contacts while still sounding like yourself? A campaign gives each person an individual message, with room for their name, company, and a considered follow-up.

Let's create a draft called Partner briefings. Start with a draft so you can review everything before anyone receives it. Check the sender and business details, then continue. Use a name that will be easy to find later, and check who the message will come from.

Add first-name and company fields, with fallback text. A fallback keeps the greeting readable when a contact has no first name. Write your message, add a three-day follow-up, then continue to recipients. Keep the message focused on one useful next step; the follow-up gives people time to respond.

Choose Maya and Jon, then continue. Choose the people this message is relevant to. Take a moment to check both recipients and the follow-up timing. Review the audience and timing together before moving on, especially when a follow-up is included.

Next, run preflight and read through the results. Preflight shows what still needs attention before a send. This draft needs sender setup before it can launch. Here, sender setup is incomplete, so keep the draft and finish that connection rather than trying to launch it.

Head back to Campaigns. Your draft is saved here. The saved draft means you can come back without losing your work. Finish the flagged checks before approving a live send. Once the flagged checks are resolved, review it again before approving the live campaign.

Your draft is saved, so you can finish those checks when you're ready. The linked campaign guide walks through each step. Thanks for joining me!