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https://github.com/nickvidal/mailsheet

Send emails from Google Sheets
https://github.com/nickvidal/mailsheet

gmail google-docs google-sheets mail-merge marketing-automation sales-automation

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Send emails from Google Sheets

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README 

        
# mailsheet

Send Emails from Google Sheets



![MailSheet Screenshot](https://github.com/nickvidal/mailsheet/blob/master/MailSheet_Screenshot.png)



## Overview



**MailSheet** integrates with **Google Workspace** to provide a simple yet powerful **email automation** solution:



* Use **Google Sheets** to organize a list of leads.

* Create campaign templates using **Google Docs**.

* Send emails that appear in your **Gmail** account.



## Quick Setup



The quick setup takes about 10 minutes.



### Create the First Template



- Make a copy of this campaign template:

https://docs.google.com/document/d/1uXxxQywbfgURrwzUdSGnnHtssIzxFm2mMVk-Dr1dsh0/edit?usp=sharing

- From the Menu: File > Make a copy...

- Be sure to name it "*Test (T1)*".



### Create the Leads Sheet



- Make a copy of this spreadsheet:

https://docs.google.com/spreadsheets/d/1va32yPCK0D1dMkz2ZtIQbnKyobgc13sDnBO_8M8xyc0/edit?usp=sharing

- From the Menu: File > Make a copy...

- In the first column (Owner), replace *YOUR NAME* with your name (yellow column).

- Add a few of your contacts (green rows).



### Send the First Template



- From the Menu: Mail Sheet > Send campaign...

- You'll be asked to give the appropriate permissions to MailSheet.

- The MailSheet sidebar will open.

- Select "*Test*" as the Campaign (see troubleshooting below).

- Select "*T1*" as the Template.

- Enter a *Subject* for the email.

- Click on the *Send Campaign* button.

- Watch the *Status* get updated row by row (from "*T1*" to "*T2*").

- Go to your Gmail and look at the *Sent Mail* folder.

- Go to your *Inbox* and review the MailSheet email with a summary of the results.

- Congratulations! You just sent your first campaign template using MailSheet!



*Troubleshooting*: If you are unable to select "*Test*" as the Campaign, you might be experiencing a conflict between your Google accounts. Try reopening the spreadsheet in a new *Incognito/Private* window.



### Enable the Gmail API



Before sending a second template, you need to enable the *Gmail API* to support threaded conversations:

- Go to your Leads Sheet.

- Open the Script Editor:

  - From the Menu: Tools > Script editor...

- Inside the Script Editor:

  - From the Menu: Resources > Advanced Google services...

  - Search for Gmail API and turn it ON.

- Close the Script editor.



If you plan to send bulk email, please read the next section for the complete setup.



## Complete Setup



The complete setup takes 10 more minutes.



### Create Your Unsubscribe Link



When sending mass email or bulk email, you must provide an *Unsubscribe link* to comply with [CAN-SPAM](https://en.wikipedia.org/wiki/CAN-SPAM_Act_of_2003).



A simplistic solution is to create a Google Form:

- Create a new form called Unsubscribe on Google Forms.

- Edit the first question to become a *Short answer text*.

- Edit the question to something like: "*Email address to unsubscribe*".

- From the menu: Responses > ... > Select response destination > Create a new spreadsheet.

- From the menu: Responses > View responses in Sheets.

- In the Unsubscribe sheet, add a third column called "*Status*".

- Copy the Document ID of the Unsubscribe sheet:

  - The URL will look something like: `https://docs.google.com/spreadsheets/d/[YOUR UNSUBSCRIBE SHEET]/edit`

  - The Document ID is the code at `[YOUR UNSUBSCRIBE SHEET]`

- Create an Unsubscribe Link: `[YOUR UNSUBSCRIBE LINK]`

  - You may use the Google Form directly as your unsubscribe link.

  - Be sure to use the *Get the pre-filled link* and delete just the email address from the link so that the appropriate email to be unsubscribed will be appended.

  - If you have a website, you can redirect something like https://example.com/unsubscribe?entry=email to your Google Form.



### Replace Your Unsubscribe Link



- Go to your Leads Sheet.

- Open the Script editor:

  - From the menu: Tools > Script editor...

- Edit file Code.gs:

  - Replace the following strings:

    - `[YOUR ADDRESS]`

    - `[YOUR UNSUBSCRIBE LINK]`

    - `[YOUR UNSUBSCRIBE SHEET]`

  - Uncomment the changed lines (by deleting the preceding `//`)

- Save the file and close the Script editor.



### Create the Second Template



- Go to Google Docs and create a new document.

- Copy the following text:



> Hi {{First Name}},

> 

> MailSheet supports threaded conversations.

> 

> Want to give it a try and help me test it?

>

> https://github.com/nickvidal/mailsheet

>

> Thanks,



- Paste as plain text.

  - From the Menu: Edit > Paste without formatting.

- Save the document as "*Test (T2)*".

- MailSheet provides mail merge functionality for `{{First Name}}`, `{{Last Name}}`, and `{{Lead}}`.



### Send the Second Template



- Go to your Leads Sheet.

- From the menu: Mail Sheet > Send campaign...

- The MailSheet sidebar will open.

- Select "*Test*" as the Campaign.

- Select "*T2*" as the Template.

- Since this is a follow-up, you may leave the *Subject* blank.

- Click on the *Send Campaign* button.

- Watch the *Status* get updated row by row (from "*T2*" to "*T3*").

- Go to your Gmail and look at the *Sent Mail* folder.

- Go to your *Inbox* and review the MailSheet email with a summary of the results.

- Congratulations! You are all set!



### Conclusion



**MailSheet** allows you to be **more organized** and **save time**.



I encourage you to use this saved time to do **better prospecting** and create more **personalized campaigns**.



This will provide a **better experience** for everyone!



I hope you enjoy using **MailSheet**!



![MailSheet](https://github.com/nickvidal/mailsheet/blob/master/mailsheet.png)