How to Do Mail Merge Using Google Docs (Step-by-Step Guide)
Posted: Mon Dec 09, 2024 6:09 am
A mail merge lets you quickly send a batch of personalized emails to a large email list.
Often, you’d use tools like MS Word and Excel to perform a mail merge, but that’s not the only option out there.
You can also use the mail merge Google Docs approach.
In this step-by-step guide, I’ll show you how to create a mail iran phone number library merge using a Google Doc template. I’ll then explain why Google Docs isn’t your best option to perform mail merges and walk you through the simplest way to do a mail merge!
Mail Merge Google Docs: Table of Contents
(Click on links to jump to specific sections)
How to Perform a Mail Merge in Google Docs
Why Google Docs Isn’t Ideal for Performing Mail Merges
The Easiest Way to Perform Mail Merges Today
2 Mail Merge FAQs
Let’s get started.
How to Perform a Mail Merge in Google Docs
Before we dive into the mail merge Google Docs process, it’s essential to know that Google Docs doesn’t have a native mail merge feature — unlike Microsoft Word.
As a result, there are three popular ways to do a mail merge in Google Docs:
Using the Google Docs API.
Using Google Apps Script.
Using a third-party add-on.
If you’re familiar with coding, you can use the Google Docs API or the Google Apps Script platform to create your mail merge.
Otherwise, consider using a third-party add-on like Autocrat, Smartsheet Merge, or Avery Label Merge. These Google Workspace (formerly G Suite) apps let you create personalized Google Doc files by automatically inserting data from a Google Sheet or Google Form.
Note: There’s a more straightforward way to perform a Gmail mail merge. Instead of using a third-party tool like Autocrat to start mail merge, use Google Sheets with GMass, the ultimate mail merge tool.
However, whether you’ll be using the Google Docs API, the Google Apps Script platform, or a third party add-on for your mail merge, you’ll need the following:
A Google Sheet (data file) containing the data you want to merge into the document.
A Google Doc (main document) containing the letter or email template with placeholders to insert mail merge data.
Now that you know what you’ll need for a mail merge workflow, I’ll go over how to perform a mail merge in the Google Docs web app using Autocrat:
A. Create the Data File and Main Document
Before using Autocrat, we need to create the data file and template document required for the mail merge process.
Here are the steps involved:
Step 1
Create a Google Sheet containing the data you want to merge — this Google Sheet will be your data file.
Ensure that you include a header for each data column you’ll use to personalize your Google Docs document. These headers can be anything, like First name, Title, Company, Address, etc.
For example, here’s the Google Sheets data file I’ve created:
Often, you’d use tools like MS Word and Excel to perform a mail merge, but that’s not the only option out there.
You can also use the mail merge Google Docs approach.
In this step-by-step guide, I’ll show you how to create a mail iran phone number library merge using a Google Doc template. I’ll then explain why Google Docs isn’t your best option to perform mail merges and walk you through the simplest way to do a mail merge!
Mail Merge Google Docs: Table of Contents
(Click on links to jump to specific sections)
How to Perform a Mail Merge in Google Docs
Why Google Docs Isn’t Ideal for Performing Mail Merges
The Easiest Way to Perform Mail Merges Today
2 Mail Merge FAQs
Let’s get started.
How to Perform a Mail Merge in Google Docs
Before we dive into the mail merge Google Docs process, it’s essential to know that Google Docs doesn’t have a native mail merge feature — unlike Microsoft Word.
As a result, there are three popular ways to do a mail merge in Google Docs:
Using the Google Docs API.
Using Google Apps Script.
Using a third-party add-on.
If you’re familiar with coding, you can use the Google Docs API or the Google Apps Script platform to create your mail merge.
Otherwise, consider using a third-party add-on like Autocrat, Smartsheet Merge, or Avery Label Merge. These Google Workspace (formerly G Suite) apps let you create personalized Google Doc files by automatically inserting data from a Google Sheet or Google Form.
Note: There’s a more straightforward way to perform a Gmail mail merge. Instead of using a third-party tool like Autocrat to start mail merge, use Google Sheets with GMass, the ultimate mail merge tool.
However, whether you’ll be using the Google Docs API, the Google Apps Script platform, or a third party add-on for your mail merge, you’ll need the following:
A Google Sheet (data file) containing the data you want to merge into the document.
A Google Doc (main document) containing the letter or email template with placeholders to insert mail merge data.
Now that you know what you’ll need for a mail merge workflow, I’ll go over how to perform a mail merge in the Google Docs web app using Autocrat:
A. Create the Data File and Main Document
Before using Autocrat, we need to create the data file and template document required for the mail merge process.
Here are the steps involved:
Step 1
Create a Google Sheet containing the data you want to merge — this Google Sheet will be your data file.
Ensure that you include a header for each data column you’ll use to personalize your Google Docs document. These headers can be anything, like First name, Title, Company, Address, etc.
For example, here’s the Google Sheets data file I’ve created: