Sheet Configuration

Source Sheet

A source sheet is the sheet which is currently selected in the add-on. If you want to process a sheet in a spreadsheet, you have to switch to that sheet first. You need to tell the add-on explicitly which sheet you would like to process. The add-on will try to restore the entire configuration for that newly selected sheet if it was configured before.

This way, you can have a different sheet configuration for each sheet in a spreadsheet. By switching between sheets, the add-on will load different configurations.

DRAFT

Select a draft you would like to use as a template. The draft must contain at least one merge field. The add-on creates a copy of the draft for each row which is being processed, and replaces merge fields with data from a sheet.

TIP: Take a look at how to create your first merge draft.

LABEL

Select a label which you would like to add to each created or sent draft. This is optional but strongly recommended. Once messages are labeled, you can easily filter them out in your Gmail folders.

MERGE FIELDS

Opens the mapping editor, where you can map merge fields from the selected draft to columns in the selected source sheet.

Output Configuration

Opens the configuration editor, where you can define recipients, timestamps and attachments.

Configuring A Sheet

There are a few things you have to always do every time you process a sheet:

• 1. Switch to a sheet you would like to process

  2. Select a draft you would like to use

  3. Optionally select a label

  4. Provide mapping for all merge fields

  5. Adjust output configuration:

     1. Recipients column must always be set

     2. Draft IDs column must be set for Merge to Draft and Draft to Send modes