If you decide to import your contacts from Google Contacts or Salesforce, YAMM will automatically list all your recipients in your spreadsheet. But if you want to add manually your contact list and other personalized information, here's the right way to do it.
1. Open a Google Sheets
You can either reuse an existing spreadsheet or create a new one. We'll start from a new Google Sheets:
2. Add column headers to your spreadsheet
On row 1, type the name of each column (called 'headers') for each information you need for your campaign.
We want to add the first & last names of our subscribers, their functions, city, and email addresses. We'll write these headers as following:
3. Add all information under each column
It is now time to fill your spreadsheet with all the information you need, row by row:
4. Start your mail merge
Once your spreadsheet is ready, you can now start your mail merge (after creating a simple draft email template in Gmail for your mail merge).
Click Add-ons > Yet Another Mail Merge > Start Mail Merge. If the header of your contact list is called exactly 'Email Address', YAMM will automatically detect your contact column:
However, you can name this recipient column header as you want. For example, if you initially called it 'Accounts', then YAMM will ask you to select the right recipient column:
Click 'Save' and you are now ready to send your first campaign!