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How to send a personalized email with Sheetgo
How to send a personalized email with Sheetgo

Learn how you can personalize the automatic email send from your workflow

Eugenia Langen avatar
Written by Eugenia Langen
Updated over a week ago


When using the mail merge feature, Sheetgo also allows you to send personalized emails to a list of recipients. In this case, follow the basic steps to create a New workflow. Click Connect files, select the source file and the tab.


Now select Email.

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Email addresses

Now you can choose whether you want to get the email addresses from a column within your spreadsheet or use custom recipients.

From the Email addresses section, you can also specify a custom Reply to option, and if desired add more emails on the Cc and Bcc options.

Subject line

You are now able to personalize the subject line and the email content using smart tags. When you select a smart tag, Sheetgo will automatically pull data from the spreadsheet columns and add it to the subject line or the email body.

Message

You can write and customize the message as you want. You can also add smart tags to the email body to keep the email as personalized as possible.

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After personalizing the email you can use the Advance features to have a more streamlined and effective workflow.

Advanced features

Group files by recipient.

If you are using the option of getting the emails from a column there might be cases where one email appears more than once, in this case, you can turn on this feature, it'll group based on the recipient so that you only get one email with multiple data instead of multiple emails about the same subject.

Track emails

If you need to keep track of the emails that are being opened and clicked you can turn on this feature, each one of these features will add new columns to the spreadsheet to give the status of the email that was opened and clicked.

Email Layout

If you are personalizing your email you can also remove the Sheetgo layout, allowing the email to have a cleaner visual for your company.

After personalizing your email, click Done editing and then Finish and save. Run the connection or the entire workflow to send your email.

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