How to mail merge with Gmail and Google Sheets in 2021

00:05:09
https://www.youtube.com/watch?v=2YH6oIik-Ns

Resumo

TLDRThe video is an introductory guide to using YAM, a Google account mail merge tool designed to simplify email sending and tracking. It explains how YAM operates by merging a spreadsheet with recipient details and an email draft to send personalized emails. The video details the process of creating the necessary spreadsheet—ensuring to align headers with markers in the email drafts—and how to trigger YAM to send those emails. After emails are sent, YAM allows users to track the real-time status of email interactions such as opens and responses. The emails, sent from the user's Google account, are also stored in the Sent folder for reference. Overall, the video aims to equip viewers with the basic knowledge and steps to utilize YAM effectively.

Conclusões

  • 📧 YAM stands for Yet Another Mail Merge, a useful tool for sending bulk emails through Google accounts.
  • 📊 Emails are personalized using spreadsheet data combined with email drafts, requiring exact header-marker matches.
  • ✔️ YAM allows tracking of email interactions in real time, providing insights into opens and responses.
  • 🔄 Emails are sent from your Google account, with YAM only facilitating the process.
  • 🗂️ Essential data for merging includes email addresses, names, company and role information.
  • 🎯 Customizing the subject line with markers is possible for personalized email content.
  • 🔍 You can view sent emails in your Google account's Sent folder.
  • 🚀 YAM can be used alongside tools like Form Publisher for enhanced functionality.
  • ⚠️ A mismatch in markers and spreadsheet headers will prevent successful email merging.
  • 💌 Real-time feedback helps you understand recipient engagement with your emails.

Linha do tempo

  • 00:00:00 - 00:05:09

    The video introduces Yam, a tool for sending emails through a Google account by merging a spreadsheet of recipients with an email draft, and tracking email activity in real time. It covers setting up a spreadsheet with recipient details, creating an email draft with customizable markers matching spreadsheet headers, initiating the mail merge via Yam's add-ons, and demonstrates the process of sending and tracking emails, emphasizing that while Yam triggers the emails, they are sent through the user's Google account.

Mapa mental

Mind Map

Perguntas frequentes

  • What is YAM?

    YAM stands for Yet Another Mail Merge, a tool to send emails via your Google account using a spreadsheet for recipients and an email draft.

  • How do I set up YAM?

    To set up YAM, you need a spreadsheet with recipients, an email draft, and then use YAM to merge and track emails.

  • Can YAM track emails?

    Yes, YAM can track email opens and other interactions in real-time.

  • What information should be in the spreadsheet for YAM?

    The spreadsheet should include email addresses, first name, last name, company, role, and any other necessary information.

  • How do email drafts work in YAM?

    Email drafts use markers that correspond to the spreadsheet headers for personalization, and they must match exactly.

  • Is it possible to customize the subject line with YAM?

    Yes, you can customize the subject line in YAM using markers from the spreadsheet.

  • What does YAM do after sending emails?

    After sending, YAM tracks email activity like opens and replies, and the emails are stored in your Google account's Sent folder.

  • Who sends the emails, YAM or Google?

    Though YAM triggers the sending process, the emails are actually sent from your Google account.

  • What tools can be used alongside YAM?

    YAM can be used with products like Form Publisher and Awesome Table for further functionalities.

  • What happens if the email markers do not match the spreadsheet headers?

    The markers in the email draft must match the spreadsheet headers exactly, including spaces, or the merge will fail.

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Legendas
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Rolagem automática:
  • 00:00:00
    hello everyone and welcome to this
  • 00:00:03
    getting started with yam video where we
  • 00:00:05
    are going to go through
  • 00:00:06
    the basics of yam so what is yam
  • 00:00:10
    exactly well as the name says yet
  • 00:00:13
    another mail merge
  • 00:00:14
    tool where we send mails through your
  • 00:00:16
    google account
  • 00:00:17
    basically what we do is we combine two
  • 00:00:19
    elements from your account
  • 00:00:20
    your spreadsheet where you have the
  • 00:00:22
    recipients an email draft we combine the
  • 00:00:24
    two of them
  • 00:00:25
    send those emails and not only that we
  • 00:00:28
    track
  • 00:00:29
    in real time what happens with each one
  • 00:00:31
    of those
  • 00:00:32
    emails sent so in this video i'm going
  • 00:00:34
    to show you how to build that
  • 00:00:36
    spreadsheet
  • 00:00:37
    how to build a simple email draft
  • 00:00:39
    trigger yam to send those emails
  • 00:00:41
    and then we're going to track in real
  • 00:00:43
    time what happens with them
  • 00:00:45
    okay shall we okay let's go the
  • 00:00:47
    spreadsheet so this is a very simple
  • 00:00:49
    spreadsheet that i have here
  • 00:00:50
    with a list of friends and i want to
  • 00:00:52
    promote yam to those friends
  • 00:00:53
    i'm also going to promote a few other
  • 00:00:55
    products that we have which is form
  • 00:00:57
    publisher
  • 00:00:58
    and awesome table okay the essential
  • 00:01:01
    information
  • 00:01:02
    email address right there at the
  • 00:01:03
    beginning i have the email address for
  • 00:01:05
    each one of them
  • 00:01:06
    then i have the first name last name i
  • 00:01:08
    have the company they work for the role
  • 00:01:10
    they have
  • 00:01:11
    and the other product information okay
  • 00:01:14
    and each one of the rows
  • 00:01:15
    is unique also very important role
  • 00:01:19
    number one we keep all the headers on
  • 00:01:22
    roll number one
  • 00:01:23
    okay just makes everything much easier
  • 00:01:26
    that's the spreadsheet okay let's go to
  • 00:01:28
    the email draft
  • 00:01:30
    so here i have the email draft ready
  • 00:01:32
    with all the markers so these are the
  • 00:01:34
    markers
  • 00:01:35
    and this is the format that we use now
  • 00:01:37
    you can see inside the marker
  • 00:01:39
    i have the headers from the spreadsheet
  • 00:01:42
    so in this case for example first name
  • 00:01:44
    matches a hundred percent with first
  • 00:01:46
    name
  • 00:01:47
    a hundred percent guys it needs to match
  • 00:01:49
    100 even if i have a space here
  • 00:01:51
    it needs to match on the other side okay
  • 00:01:54
    now
  • 00:01:55
    here i have first name and i also have
  • 00:01:58
    first name
  • 00:01:59
    in the subject line yes you can
  • 00:02:00
    customize the subject line
  • 00:02:02
    as well now i have the company i have
  • 00:02:04
    the role
  • 00:02:05
    other product and other product link
  • 00:02:08
    so the email draft is ready the
  • 00:02:11
    spreadsheet
  • 00:02:12
    is ready so let's do this let's go to
  • 00:02:14
    add-ons
  • 00:02:15
    yem and start mail merge and here
  • 00:02:19
    is where the magic will happen so
  • 00:02:22
    first we will check that the column is
  • 00:02:24
    correct then we're going to
  • 00:02:25
    select the email make sure that tracking
  • 00:02:28
    is enabled
  • 00:02:29
    and then we're going to send those
  • 00:02:31
    emails okay
  • 00:02:32
    so column a yeah perfect column a
  • 00:02:36
    email draft yes this is the email that i
  • 00:02:38
    want to use i only have one you can have
  • 00:02:40
    more here but i only have one which we
  • 00:02:42
    are going to use for this
  • 00:02:44
    specific purpose and tracking enable yes
  • 00:02:47
    tracking enabled i want to track what
  • 00:02:49
    happens send and let's go and send
  • 00:02:52
    so now yam is combining the information
  • 00:02:54
    from the email draft
  • 00:02:56
    and your spreadsheet taking the headers
  • 00:02:58
    combining them and
  • 00:02:59
    sending those emails to each one
  • 00:03:02
    of them okay now i have here the other
  • 00:03:05
    account
  • 00:03:06
    to which i send the emails and as you
  • 00:03:08
    can see we're already receiving the
  • 00:03:10
    emails
  • 00:03:10
    so let's go to alicia for example i
  • 00:03:12
    opened alicia
  • 00:03:14
    and there you go alicia is open let's go
  • 00:03:17
    to
  • 00:03:18
    luba luba is open check here guys at the
  • 00:03:22
    top
  • 00:03:23
    mark mark is open yeah mark is open
  • 00:03:26
    sheridan my buddy sherry then sheridan
  • 00:03:28
    is open yeah
  • 00:03:29
    email for sheridan is open now check
  • 00:03:32
    this out
  • 00:03:33
    um i'm going to open the emails for
  • 00:03:35
    alicia and i'm going to
  • 00:03:36
    click on this url check alicia there
  • 00:03:40
    clicked i'm going to
  • 00:03:43
    um open the email from my body shard
  • 00:03:45
    india i'm going to reply to this one
  • 00:03:47
    and i'm going to say love it beautiful
  • 00:03:51
    okay email sent perfect let's go back
  • 00:03:54
    here
  • 00:03:55
    now we have to wait until google
  • 00:03:58
    receives that message come on google
  • 00:04:03
    you can do this there you go yeah
  • 00:04:06
    that's the email love it perfect and if
  • 00:04:09
    i go back here
  • 00:04:12
    respond it we're tracking in real time
  • 00:04:15
    what's happening with each one of the
  • 00:04:17
    emails that we sent
  • 00:04:19
    i want to show you another thing let me
  • 00:04:21
    go here
  • 00:04:22
    to the sent folder all the emails here
  • 00:04:26
    are in the send folder that's because
  • 00:04:28
    your google account is sending the
  • 00:04:30
    emails not yem
  • 00:04:32
    yem is only triggering the action of
  • 00:04:35
    sending the emails but it's your google
  • 00:04:37
    account
  • 00:04:37
    doing that okay so guys here you go
  • 00:04:42
    we saw what is yam we built a
  • 00:04:44
    spreadsheet
  • 00:04:45
    we built an email draft we trigger yam
  • 00:04:48
    to send those emails and we tracked in
  • 00:04:50
    real time
  • 00:04:51
    what was happening with each one of them
  • 00:04:53
    i hope this helps
  • 00:04:55
    thank you very much and i will see you
  • 00:04:57
    in the next one
Etiquetas
  • YAM
  • Mail Merge
  • Google Account
  • Email Tracking
  • Spreadsheet Integration