Mail Merge for Gmail automates sending personalised emails to one or more recipients from a list in Google Sheets. Send personalized email at scale. Land in the inbox folder — not spam.

How to Install the Gmail mail merge bot

To install this Mail merge bot template click 'Install template'. If you are a new user you will be required to create an Axiom.ai account before you can edit the template.

Set up a Google Sheet for the mail merge

1. Create a new Google Sheet. You can do this in your Chrome browser by entering the shortcut 'sheet.new', presuming you already have an account.
2. Name your sheet something like 'Mail merge’.
3. Set up two tabs titled 'Email' and 'Sent’.
4. Add data to the ‘Email’ tab on your sheet. Each recipient should be added to a new row, in this format:

Set up the 'Read data from Google Sheet' step

1. Spreadsheet - In the field called 'Spreadsheet', you can search for the Google Sheet you created. Once found, click to select.
2. Sheet name - Choose the sheet tab called 'Email'.
3. Set first cell to A1.
4. Set last cell to AB1.
5. You should now see a preview of the data.

Configure the 'Split a name into columns' step

1. DATA - Select '[google-sheet-data]'.
2. Column - Set to 'A'.
3. Fields - Tick 'First Name' and 'Last Name', you should now see a preview of the data.

Set up the 'Interact with a page's interface' step

We have configured this step for you. But you may need to re-select buttons, and text inputs as sites can be subject to change.

1. Enter URL - You should use this url 'https://mail.google.com/mail/u/0/#inbox?compose=new'.
2. Enter Text: Email - Select the email input, Text - Click 'Select data' choose '[google-sheet-data]' then from the preview choose the email address.
3. Enter Text: Subject - Select the subject input, Text - Click 'Select data' choose '[google-sheet-data]' then from the preview choose the Subject.
4. Enter Text: Message body - Select the body input, Text - Click 'Select data' choose '[google-sheet-data]' then from the preview choose the body..
5. CLick Element: Send - Select the send button.

Set up the 'Write Data to a Google Sheet' step

1. Spreadsheet - In the field called 'Spreadsheet', you can search for the Google Sheet you created. Once found, click to select.
2. Sheet name - Choose the tab you created for 'sent'.
3. DATA - Select the '[google-sheets-data]'.
4. Clear data before writing | Add to existing data - Set this option to 'Add to existing data'.

Set up the 'Delete rows from a Google Sheet' step

1. Spreadsheet - In the field called 'Spreadsheet', you can search for the Google Sheet you created. Once found, click to select.
2. Sheet name - Choose the tab you created for links.
3. First row - set to 1
4. Last row - set to 1

set up the 'Jump to another step' step

1. Jump to step - set the step you want to jump to make the bot loop in this case step one.
2. Maximum cycles - set the amount of loops the bot must perform

Test your mail merge bot

We always recommed doing a trial run - click run now and the emails will be created but not sent. The 'Click Element: Send (Enable to send)' is disabled to stop the bot posting.

Ready to automate Gmail

Click on the step called 'Click Element: Send', it will be greyed out. Click on the menu icon top right-hand corner of the step. Then click 'Enable widget'. When run, the bot will now automate sending emails.

Troubleshoot

Try these measures if your bot is not working. We would recommend you watch the video to troubleshoot.

• The bot will not send, have you enabaled the click step?
• The bot does not enter the message, check the 'Enter Text' steps have you inserted the data?
• The bot still does not enter the Message. You may need to re-select the text fields or buttons. The video shows you how.