How to: Mail merge to your Voyzu Shared Contacts


Step by step instructions on how to perform a mail merge using a popular G Suite plug in, Yet Another Mail Merge

Install Yet Another Mail Merge

Yet Another Mail Merge (YAMM) is a simple and popular mail merge tool for Gmail and G Suite. You can install YAMM from the G Suite Marketplace

YAMM has a free edition that allows you to send up to 50 emails per day, and paid plans that allow up to 1500 emails to be sent per day (the G Suite limit is 2000 per day) starting at USD $28 per year

Compose your email template as a draft

From within Gmail click on 'Drafts' and compose a new email. Compose the email template just as you would a regular email. To insert merge fields enclose fields in {{}} for example Dear {{First Name}} {{Last Name}}

Launch Yet Another Mail Merge and import contacts

Create a new Google Sheet or use an existing one, and on the top menu click Add ons > Yet Another Mail Merge > Import contacts

Click the option to import Google Contacts ...

... and import contacts from your #voyzu shared label

Filter rows (optional)

If you want to filter contacts, e.g. to send only to contacts with a certain type, or status, then click 'Data' > 'Create a Filter', and filter columns by clicking on the funnel icon next to each column heading.

Send Emails

From the YAMM 'Start Mail Merge' screen select the email template you composed in a previous step in the 'Email Template' field.

To send from one of your email aliases instead of your default email click the '+ Alias...' link

Click to 'Receive a test email' and if you are happy with the test mail sent, click 'Send emails' to begin your mail merge

Pro tip: Set up email authentication

If you haven't done this already, now is a good time to set up email authentication for your domain. This is important as without email authentication set up your mail merge emails risk going to your contacts' spam folder. Email authentication or Domain Keys Identified Mail (DKIM) is a process whereby you prove that you own the domain name you are sending email from.

To set up email authentication log in to your G Suite admin console and navigate to "Applications" > "G Suite" > "Gmail" and click on "Authenticate email". If you haven't already set up email authentication you will see a screen like the below


If you purchased your domain as part of your G Suite set up then simply click on 'Start Authentication' and G Suite will automatically do the rest. If not, you will need to insert some information into a TXT record of your domain's DNS settings. This process can be a little technical, however G Suite does provide on screen instructions to help you.

Google provides an online tool that you can use to validate your G Suite outbound mail setup at https://toolbox.googleapps.com/apps/checkmx/

Mail merge to Directory Contacts.

Yet Another Mail Merge doesn't support importing contacts from the G Suite contacts Directory, so an extra step is needed if you wish to mail merge to your Directory contacts. From within Voyzu, click 'Contacts' > 'Directory' > 'Export Contacts' and export your contacts to a new Google spreadsheet, or re-use an existing sheet you have exported to. You can then open this spreadsheet and use Yet Another Mail Merge to send to these exported contacts.

Note:
Voyzu is not associated with Yet Another Mail Merge in any way, we just like the product :)