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Create a mail merge using a CSV file
Create a mail merge using a CSV file

Upload a CSV file to add recipients to your mail merge

Brita Ulf avatar
Written by Brita Ulf
Updated over 10 months ago

Our Mail Merge tool allows you to send personalized mass emails and schedule follow-up to get more replies from your contacts.

Add recipients from your CSV file

You can send a mail merge by uploading a .CSV file of recipients and their personal details.

Sample CSV file for mail merge

Make sure your CSV file has:

  • A header row describing what's in each column

  • A column for your recipients' email addresses

  • A column for recipients' names (optional, but highly recommended!)

  • Columns for any other details you want to use as variables in your mail merge

Upload a .CSV file for a mail merge:

  1. Open a new email compose window. You can do this in 3 places:

    1. the Gmail compose button

    2. the '+ New Merge' button next to Merges in the left-hand navigation menu

    3. the blue plus '+' button in the top right corner under the My Mail Merges list

  2. Click Mail Merge next to the CC and BCC options.

  3. Choose Upload CSV and select a file.

Want to learn more about composing your mail merge, adding variables, and scheduling follow-ups? Read our Mail merge article.

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