Step 1: Prepare your Google Sheet

Make an Google Sheet using the first row as the heading to make it easier to use.

View Sample Google Sheet

Step 2: Choose the communication mode as Email and data source as Google Sheet

In this stage, select Email as the communication mode and data source as Google Sheet and then proceed to the next step.

Step 3: Link the Google Sheet

Link the file created in Step 1.

Step 4: Choose a template for the email

This is where you set the format of the personalised message that will be delivered to your recipients.

The required fields are To Email, Subject and Body. In each of the fields, you can choose a place holder value. For example, using the {{ Email }} in the To Email field will replace the values from the data in the Google Sheet.

You can add a placeholder in two ways:

1. By clicking on the sticky buttons, each of whom represents a valid column header.
2. Adding the header name enclosed in double curly braces manually. For example: {{ Email }}

Step 5: Preview the sample emails

You'll be able to check how the data from the Google Sheet you supplied in Step 3 replaces the header variables in this step. Please double-check all of the samples to ensure that the format is what you want to use.

Step 6: Schedule the send

You can schedule the send for a specific date and time in the future or send it right away at this stage.

Step 7: Send

This is the last step in the process. If everything appears to be in order, you can submit the work and monitor its progress. Take a seat and unwind!