Configuration Editor

RECIPIENTS

You must specify a column where there are email addresses. This is a required setting and must be set.

TIMESTAMPS

Here you can specify whether the add-on should insert a timestamp in a column when a draft is created or when a draft is sent.

DRAFT CREATED

Select a column where the add-on inserts a timestamp when a draft is created. Timestamps are inserted only for Merge to Draft and Merge to Send modes.

DRAFT SENT

Select a column where the add-on inserts a timestamp when a draft is sent. Timestamps are inserted only for Merge to Send and Draft to Send modes.

Draft IDS

Select a column where you want to store draft IDs. This is a required setting for Merge to Draft and Draft to Send modes.

IMPORTANT: If this option is not configured you cannot start Merge to Draft or Draft to Send modes. The add-on will throw an error that a column with draft IDs is not configured.

NOTE: Keep in mind that once a draft is sent, its ID becomes obsolete, as it is no more a draft but a sent email. Add-on therefore deletes the draft ID once a draft is sent.

ATTACHMENTS

Here you can configure one or multiple attachments.

KEEP IN MIND: The add-on can only use files from your Google Drive as attachments. You cannot attach remote files.

Adding an attachment

• Click Add Attachment button

• Select a column containing links to Google Drive files you want to add as attachments

• Select attachment name

attachment name

Specify how the add-on should set attachment names.

Detect Name

The add-on will automatically set an attachment's name as the name of the file in Google Drive. For example, if you would like to attach a file with the name report.pdf, the add-on will set its attachment name to report.pdf. Simply put, the name of the file in Google Drive will become the name of the attachment. The only exceptions to this are Google Documents, Sheets, and Slides, where the add-on automatically converts them to the PDF file type and appends a .pdf extension.

Automatic Conversion of Files to PDF

The add-on automatically converts Google Docs, Google Sheets and Google Slides to PDF attachments. For example, if you provide a link to a Google Document with the name Invoice, the add-on converts the document to a PDF file and the attached filename will be Invoice.pdf. The add-on automatically converts the file to PDF and appends a .pdf extension. Similarly, if you would like to attach a Google Spreadsheet with the name Monthly Report, the attached file will be Monthly Report.pdf.

TIP: If you do not want to convert Google file types to PDF, and you would like to send a link to those files in the Gmail message instead, do not configure those files as attachments. Instead, map the column with links to those files as a Link in the Mapping Editor. The add-on will then insert links to those files only.

get name from a column

When you want to specify attachment names for each recipient, choose this option and select a column from which the attachment names will be taken. This way you can send personalized attachment names for each recipient.

!!!!! BE CAREFUL !!!!: Be super careful when you are providing attachment names. You must provide the correct extension! For example, if you are attaching PDF files, make sure the names end with the .pdf extension. When you are attaching Word Documents, make sure filenames end with the .docx extension. The add-on does not validate the content of files with the name you specify! If you provide the wrong extension, users will have a hard time opening the file. For example, if you attach the file Invoice.docx (MS Word file) and you set the attachment name to Invoice.pdf, the attached file will be of MS Word type but the filename will be Invoice.pdf! When a user downloads the file and tries to open it, he will get an error in Adobe Acrobat Reader that the file is invalid! Always do a few test rounds in Merge to Draft mode and try to download attached files before you start sending out emails.

Set Name

When you want to specify the same attachment name for all recipients. use this option.

!!!!! BE CAREFUL !!!!: Be super careful when you are providing attachment names. You must provide the correct extension!

Forbidden FILE types

Several file types are forbidden and cannot be attached. The Add-on will throw an error.