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In sales, fundraising, customer support, and other email-related processes, there are times when you want to send the same email to multiple people at once and personalize it for each recipient. However, most solutions are either hard to use, require adopting a completely new platform, or lack a personal touch.
That’s why we built a mail merge tool directly into Gmail and offer a free version to every Gmail user.
Streak’s mail merge gives you the power to send dozens of personalized emails in mass from right inside of Gmail. You can also create smart follow-up campaigns for each message to increase replies and engagement from your recipients.
The benefit of sending mass emails from Gmail is that you’re already working within a familiar platform. This helps you avoid additional time and budget spent learning how to navigate a new tool.
To get started with mail merge in Gmail, you’ll just need to:
Once you add the free Streak browser extension, you’ll instantly have a mail merge tool in your Gmail inbox and be able to start sending personalized mass emails to your contacts.
Based on your browser type, you can get the free extension in the Chrome Web Store or the Mac App Store for Safari users (or click “Add to Safari/Chrome” at the top right of this window).
You’ll need a list of email addresses and the data you’ll use to personalize each email. Some common data points used for personalizing a mass email are:
You can organize your list of email addresses and custom data points with:
Below is a step-by-step guide to sending your first mail merge.
It only takes a few minutes to start sending mass emails and scheduling follow-up messages to increase your response rate.
If you’re new to Streak or just want to use the mail merge functionality, you can quickly create a new pipeline with a CSV import or start your mail merge directly from a CSV file without creating a pipeline first.
All the file needs is a dedicated column for your recipients’ email addresses, but you can also include columns for other variables to personalize your mass email.
Be sure to include a header row to name each column so you can identify which variables you’re adding when you personalize your message.
To create a personalized mass email using a CSV file:
If you have contacts in a Streak pipeline, you’ve already completed the first step towards sending a mass email in Gmail.
You’ll be able to use the contacts in your pipeline for your recipient list and insert variables using any of the columns, including magic columns, in your pipelines. Once you send the message, Streak will track the mail merge in the recipients contact page and automatically add the email to their box in your pipeline.
To create a personalized mass email from your pipeline: