In a world driven by data and communication, finding ways to streamline processes and improve efficiency is crucial. Google Sheets has long been a staple tool for data management and analysis. Although most of us are familiar with Google Sheets' basic features, it is capable of far more than simple data entry and analysis. Google Sheets email automation helps address the challenge of managing vast amounts of data while ensuring personalized and efficient communication by automating the process of sending emails.
In this guide, let’s understand Google Sheets email automation and the techniques that work well with integrating Google Sheets that help automate bulk email campaigns.
What is Google Sheet email automation?
Google Sheet automation refers to the process of setting up automated email communication directly from a Google Sheets spreadsheet. This automation lets users send emails based on specific triggers from the data within the spreadsheet.
Integrating Google Sheets with email automation tools can significantly enhance your productivity and ensure that your communications are timely, relevant, and efficient.
Why send emails from Google Sheets in the first place?
Sending emails directly from Google Sheets can be a convenient and efficient way to manage communication. Here are a few reasons why individuals and businesses choose to send emails from Google Sheets:
- It allows automation of sending emails based on specific criteria or triggers, thus saving time and effort in manual email sending.
- It is useful to customize emails from the data in Google Sheets. Sending personalized messages makes your communications more relevant and effective.
- By integrating seamlessly with other email platforms, it facilitates smooth data transfer between spreadsheets and emails, ensuring accurate and current information.
- It is useful for sending to a bulk audience, be it newsletters, announcements, or marketing campaigns, without any need for manual input each time.
- It helps you maintain a central node of contacts or information that can be readily utilized for sending emails without switching between different applications.
How to setup Google Sheets email automation?
Setting up email automation with Google Sheets involves using Google Apps Script, a JavaScript-based platform that enables you to automate tasks and interact with various Google Workspace services, including Google Sheets and Gmail. Email automation with Google Sheets can be set up by using the:
1. Google Apps Script for email automation workflow
It is a JavaScript-based language developed by Google that lets you automate tasks, and create custom functions while allowing you to interact with various Google Workspace applications, including Google Sheets.
Using Google Apps Script, you can code the whole pipeline as part of your Google Sheets. Let’s start with a simple one. Here 👇 we are looking to send an email using the App script:
The syntax to send an email is: MailApp.send email (emailAddress, subject, message);
In this case, the email address, subject, and message can be replaced with the details from the corresponding cells.
- From the extensions menu, select Appscript
- You will find a template for a function that’s already present.
- Now, you can type in the code within the curly braces for the function you want to perform.
👆Let me break down this code. The first two lines give you access to the sheet named ‘test’ and a storing handle named ‘sheet 1’. In lines 3,4,5, we create three variables: email address, subject, and message.
Using Sheet1’s getRange() function, we assign the value in the second row, the first column (cell A2), to the variable emailAddress. Similarly, the value in the second row, the second column (B2) is assigned to the variable subject, and the value in the second-row third column (C2) is set to the inconsistent message.
In line 6, we are using the MailApp.sendEmail() to send an email to the intended recipient’s address.
Also, with Google Apps script editor, you can write a script with a for loop, and it will look like 👇
function sendAutomaticEmail() {
var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
var dataRange = sheet.getDataRange();
var data = dataRange.getValues();
for (var i = 1; i < data.length; i++) {
var emailAddress = data[i][0]; // Assuming email addresses are in the first
column (A)
var condition = data[i][1]; // Assuming the trigger condition is in the second
column (B)
if (condition === "Trigger") {
var subject = 'Subject of the Email';
var message = 'Body of the Email';
MailApp.sendEmail(emailAddress, subject, message);
}
}
}
This code includes a second column (B) for the word "Trigger". If the condition is met, it sends an email to the corresponding email address from the first column. 4.Select Trigger with a clock icon. 5. You will be led to a different window where you can add triggers. 6. Configure the trigger accordingly.
By selecting the file-> save. We are naming the file ‘SendEmail’. You can now run the toolbar with the play button from the toolbar.
While you hit run, it will ask you to review permissions. You will then be issued a warning that your app has been recognized by Google and that you should proceed only if you know the author.
When you get the confirmation, Allow.
Once the message shows, your code is running. If you check the inbox of the recipient, you will find an email message on your Gmail account with the subject and message that you had in the Google Sheets.
Although, the above method is practical and helps automate sending emails even when it is for a lot of people. However, the process is tedious and Google Sheets automation is made easier with Mailmodo.
Put revenue on auto-pilot with pre-built journeys
2. Integrations with Mailmodo
Mailmodo’s vast list of integrations allows you to import contacts as a .csv file. This is an easy and efficient way to add multiple contacts to your email campaign.
Here’s how you can automate emails with Google Sheets.
- Navigate to the contacts section and click the add to contacts button.
Select Import from CSV from the add to contacts dropdown.
Create a new list or select your file and drag and drop it down as a .csv file.
- Upload your .csv file then click on map columns. It’s mandatory to have an email ID while all the mappings are unique. You can use create the new option to create a property that’s not in the dropdown. Select, and divide depending on columns.
5. Review your imported contacts and then set up a customer journey.
- Select Journey from the sidebar and create a new journey.
7. You can either pick from pre-built journeys or create your own from scratch. 8. From the right sidebar, you can ‘select journey trigger’ and then select ‘Contact added to a list’.
- From the ‘actions’ in the left sidebar pick your favorite.Also, You can select ‘delay’ and ‘conditions’ to run your campaigns.
10.👇 The first part of the user journey is set. You can build on this as you wish.
Takeaways
Google Sheet Email Automation is a powerful tool that can elevate your email communication to new heights. Whether you're a small business looking to engage with your audience more effectively or a marketer aiming to optimize your email campaigns, this innovative approach offers endless possibilities. By harnessing the combined power of Google Sheets and email automation, you can save time, enhance customer relationships, and drive better results for your business. You can start exploring the world of Google Sheet Email Automation today and unlock the true potential of your email communication.
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