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Beginner Tutorial

Thank you for installing Mailway Mail Merge add-on. Ready to send your first mail merge campaign ?

Follow this step-by-step tutorial to send your very first mail merge campaign directly from Google Sheets.

Step 1: Prepare contact list in Google Sheets

The first step is to prepare your contact list in Google Sheets. You can use your existing email list or prepare a new list.

screenshot of a sample contact list in google sheets

Step 2: Open Mailway Mail Merge add-on

From Google Sheets menu, go to Extensions > Mailway Mail Merge > Open Dashboard.

screenshot showing the steps to open mailway mail merge add-on in google sheets

Step 3: Prepare an email template

Before we could send the email campaign, we need an email template. Click on Add or Edit Templates.

screenshot showing the steps to click on the button named add or edit templates

Next, click on New Template button.

screenshot showing the steps to click on the button named new template

In the Edit Template page, enter the Subject and Body of the email. You can use the Insert Variable options to insert Variables into both subject line and body of the template.

Next, click on Save Template button to save the email template.

screenshot showing the email template editor page interface options

Step 4: Create a new campaign

Go to Dashboard and click on New Campaign.

screenshot showing the steps to click on new campaign

Step 4.1: Enter basic details

In the Basic Details section, enter a Campaign Name. Optionally, you can enter Sender Name and Reply-To-Address.

screenshot highlighting the basic details section in the new campaign page

Step 4.2: Select Sheet and Email Address column

In the Recipients section, the current spreadsheet will be shown by default. Select the Sheet Name (where your contact list is) from the dropdown.

Next, wait for it to load the column names from that sheet and select the Email (To) Column (the column that contains the recipient emails addresses) form the dropdown.

screenshot highlighting the recipients section in the new campaign page

Step 4.3: Select Email Template

In the Email Template section, select the email template that we created in Step 4.

screenshot highlighting the email template section in the new campaign page

Step 4.4: Save the Campaign as Draft

Scroll to the top and click on Save Draft button. This will only save the campaign as draft and will not start it.

screenshot highlighting the save draft button in the new campaign page

Step 4.5: Preview the emails

Go to Preview tab to preview the emails. Use the Next and Prev buttons to cycle through rows.

screenshot highlighting the navigation buttons in the new campaign page's preview section

Step 4.6: View campaign summary

Go to Summary tab to view the overview and email delivery timeline.

screenshot showing the summary section in the new campaign page

screenshot showing the remaining part of summary section in the new campaign page

Step 4.7: Start the campaign

Finally, go to the Submit tab and click on Start Campaign.

screenshot highlighting the start campaign button under the submit tab in new campaign page

Step 5: Track campaign progress

After you submit the campaign, it would automatically open the Campaign Report page. Click on Refresh Data once every 10 seconds to see updated progress.

screenshot showing the campaign report page

You can open the Sheet in a new tab to view realtime update directly from Google Sheets.

screenshot showing the google sheets with two additional columns named campaign status and date added to show individual status of each rows

Once all the emails are sent, the status would be changed to Completed.

screenshot showing the campaign status as completed