Reply To: Automating appointment processes

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#5892
AvatarRob Clarke
Keymaster

Hi again Danny,

I just checked in on my last response re: how to re-do the merge for new people… some pointers:

  1. Do the merge from inside your [email protected]… email
  2. Go to Add-ons > Mail merge with Attachments – you might need to click Enable Mail MergeMail merge for Gmail
  3. Next, choose Configure Mail Merge, the add-on will step you through a sequence and you’ll see it is pretty straight forward (I hope!). Step through the sequence by clicking the green Continue button – for example, you’ll see the email template I’ve configured with the attachments/etc.
  4. The last step in the Add-on is to click Run which will send the emails… if you ever need to re-send, just take out the date/timestamp in column H of the sheet and it will re-do it.Mail merge
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