With follow-up mail merges, you can again reach out to your audience and send them a different message depending on how they reacted to your first mail merge. This way, you can personalize your follow-up based on whether your recipients never opened the first email or if they read it and you want to send them further information.
During the set up, you can decide whether to continue tracking the mail merge and the follow-up in the same sheet or you can choose to track the follow-up in a brand new sheet.
When you want to send to a specific audience, you can target:
- Recipients who opened your email
- Recipients who did not open
- Recipients who did not respond
- All recipients
You can also define if you want your recipients to receive your follow-up mail merge in a new email thread or in the same email thread of your previous mail merge.
In addition, the option is not available under the following circumstances.
- If you sent the first mail merge without enabling tracking
- If you send personalized attachments (even if the option appears and it's selected)
- If you delete the email thread from Gmail
To illustrate a basic follow-up mail merge, we demonstrate how to send a follow-up to recipients who did not open their email. These recipients receive the same mail merge in the same email thread. The data of the follow-up mail merge is saved in the same Google sheet.
To send a follow-up, you must have enabled the Tracking Report for the first mail merge.
- Open your Google sheet.
- Select Add-ons > Yet Another Mail Merge: Mail Merge for Gmail > Open tracking repo
- Click the + button.
The follow-up configuration appears.
- Select People who haven't opened, In same sheet and In same threads.
warning We can only track one mail merge at a time in the same sheet. If you want to keep track of your previous mail merges, it is best to send the follow-up from a new sheet.
- Click Follow-up.
info - The option In same threads only works if your subject line is the same as the initial mail merge.
- The option In new threads only works if your subject line is different from the initial mail merge (or if you're using another draft with another subject line).
The Start Mail Merge pop-up opens with the first mail merge's configuration.
- Select an email draft from the Email Template drop-down menu which has the same subject line as the email draft from the initial mail merge.
- Click Send emails.
When your mail merge is sent, a confirmation pop-up appears and the Tracking Report refreshes automatically.
- Click Close.
A new merge status column is created and tracks your follow-up mail merge.
The initial column Merge status is renamed to Previous merge - <date>, where <date> is the date on which the initial mail merge was sent. A new column Merge status is added to the Google sheet and it contains the tracking status of the follow-up mail merge you just sent.
The follow-up mail merge is sent to the recipients who did not open your first mail merge. Each recipient receives a follow-up mail in the same email thread as shown in the screenshot below.
After your follow-up is sent:
- YAMM automatically erases all of the previously recorded YAMM-IDs on the recipient rows and replaces them with new ones. YAMM-IDs are used to record and track your emails.
- YAMM automatically filters out each recipient who did not receive the follow-up mail merge. You can display them again by removing the filter in the Merge status column.