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How to Use Yamm Yet Another Mail Merge.

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Presentation on theme: "How to Use Yamm Yet Another Mail Merge."— Presentation transcript:

1 How to Use Yamm Yet Another Mail Merge

2 What is YAMM? YAMM is a Google Sheet add-on that lets you send personalized s to a group of people. YAMM can only be used with Gmail.

3 Step 1: Install YAMM Open a Google Sheet. Click Add-ons / Get Add-ons…
Search for YAMM and install it.

4 Step 2: Draft an email Open Gmail. Create a new draft email.
YAMM calls this your template. Insert merge fields in <<brackets>> as placeholders for names, addresses, and any other information you want to customize in each . Create Draft – YAMM Test 1 First Name and City.

5 Step 3: Create a list of recipients
Create a new spreadsheet with a column for each merge field. At a minimum, the sheet should contain a column for name and address. The titles of the columns must match the merge fields in your draft . Create spreadsheet with recipients.

6 Step 4: Receive a test email
From your list of recipients in Google Sheets, select Add-ons / Yet Another Mail Merge / Start a Mail Merge… Select your template (draft) from the drop-down. Click Receive a test . Send a test .

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8 Step 5: Send the emails Click the blue Send <#> emails.
By default, YAMM will track s as they are clicked, opened or bounced. Uncheck this box if you do not want to track responses. Send the s.

9 Click the Delay delivery button to send the messages at another time.

10 Additional Options

11 Segmenting: Sending emails to part of your list
There are three ways to send s to only some recipients on your list. Use sheet filters. (Click set up in Additional Options dialog.) Hide rows. Change merge status to 0.

12 Using Sheet Filters The Sheet Filter Set up links to a YAMM support page with an instructional video on using filters in Google Sheets.

13 Reply-to Address Enter an address in the Reply-to Address field to have responses sent to an address other than that of the sender.

14 Attachments: Same to Everyone
If you are sending the same attachment to everyone: Upload the file to Google Drive. Attach the file to the draft . Complete the mail merge. Create a new folder in Google Drive called Attachments. Upload a few files to the new folder.

15 Personalized Attachments
If you are sending the personalized attachments: Upload the files to Google Drive. Create a column in the Sheets file named Attachment (case sensitive). Open each file and copy the shareable link. (You may need to turn on link sharing.) Paste the links into the appropriate cells in the Attachment column. Start the mail merge and click Alias, filters, personal attachments… Check the Attach files in column checkbox. Confirm that the correct column is selected. Complete the merge. YAMM Test 2 – Personalized attachments.

16 Sending Multiple Attachments
To send multiple attachments: Attach all files to the draft , or Create an Attachments column in your Google Sheet and paste each link, separated by a comma. TIP: Create a folder in Google Drive called Attachments and turn on link-sharing for the folder. Upload all your attachments to this folder, and you won’t have to turn on link-sharing for each file.

17 Add an Unsubscribe Link
To add an unsubscribe link to each message: Open the draft and enter the text Click here to unsubscribe. Add this link to the text (exactly): merge.com/unsubscribe Enable the tracker by putting a check in Track s opened, clicked or bounced. Complete the merge. YAMM Test 3 – Unsubscribe Link & Poll Question.

18 YAMM Polls YAMM Polls let you ask a quick question or send a short survey. People can respond by simply by clicking a link. YAMM will collect all responses in your Google sheet.

19 Creating Poll Responses
To create poll responses: Add the responses to the draft . Make each response a link using this format: merge.com?response=your_response Activate the tracker by clicking a check into Track s opened, etc.

20 Tracking Poll Responses
YAMM will add a new column in your spreadsheet, YAMM Poll, where it will store responses.

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