Create a YAMM email template in Gmail


Before starting this, you will need to have a contact list in a google sheet formatted in a specific way detailed here: KB0021423

The following example below shows how to personalize the subject and the email body by using the markers {{First name}} and {{Last name}}. The markers are defined with double opening and closing curly braces in between which you define the marker name. The markers are replaced during the mail merge with the information from the First name and Last name column in the Google spreadsheet. As you can see, the name of the marker must match exactly the column name in the spreadsheet to ensure a successful replacement.

1. In order to begin you will need to login to your NCSU Gmail account and compose an email to begin creating the template for your mail merge.

2. Do not add any recipients in the To field. YAMM uses the email addresses from the Email column in the Google spreadsheet to automatically fill the To field as it sends an email to each recipient. 

3. Add a subject in the Subject field. In this example, you personalize the subject with a marker. By adding the {{First name}} marker, YAMM automatically replaces it during the mail merge with the first name of each recipient from the First name column in the Google spreadsheet. 

4. Draft the email by adding text and, optionally, images for extra appeal.
You can again personalize the email body with markers. For example, in the opening greeting line, use the {{First name}} and {{Last name}} markers. 

4. You can now close the draft, since the drafted email template is automatically saved in Gmail and is available in the Drafts folder.