How to send automated emails in Gmail? - Glossary - Woodpecker (2024)

To send automated emails in Gmail, you can use a feature called "Canned Responses" combined with filters and Google Sheets. Here's a step-by-step guide to setting up automated emails:

  1. Enable Canned Responses:

- Open Gmail in your web browser and click on the gear icon in the top-right corner.

- Select "Settings" from the dropdown menu.

- Go to the "Advanced" tab.

- Enable "Canned Responses (Templates)" by selecting the "Enable" radio button.

- Click on the "Save Changes" button at the bottom of the page.

  1. Create a Canned Response:

- Compose a new email with the content you want to use as your automated response.

- Click on the three-dot menu icon in the email composition window.

- Hover over "Canned Responses" and select "New canned response..."

- Give your response a name and click "OK."

  1. Set up a Google Sheets spreadsheet:

- Open Google Sheets in your web browser and create a new spreadsheet.

- Set up columns for recipient email addresses, subject, and any other necessary fields.

  1. Create a filter in Gmail:

- Go back to Gmail.

- Click on the gear icon and select "Settings."

- Go to the "Filters and Blocked Addresses" tab.

- Click on "Create a new filter."

- Define your filter criteria, such as specific email addresses or subject keywords.

- Click on the "Create filter" button.

  1. Apply the automated response:

- In the filter settings, check the box next to "Apply the label."

- Select an existing label or create a new one (e.g., "Automated Response").

- Check the box next to "Send canned response."

- Select the canned response template you created earlier.

- Click on the "Create filter" button.

  1. Link Google Sheets to Gmail:

- Install the "Yet Another Mail Merge" add-on for Google Sheets. You can find it in the G Suite Marketplace.

- Grant the necessary permissions to the add-on.

- Open your Google Sheets spreadsheet.

- Click on "Add-ons" in the menu, select "Yet Another Mail Merge," and then choose "Start Mail Merge."

- Follow the prompts to connect your Gmail account and select the sheet with the recipient email addresses.

  1. Customize and send the automated emails:

- Once you've connected your Gmail account, you'll be able to customize the email content using placeholders from your Google Sheets columns.

- Compose the email and use the placeholders where you want the dynamic content to appear.

- Preview the emails to ensure they look correct.

- Start the mail merge process, and the emails will be sent to the recipients based on the filter criteria and the data in your Google Sheets.

Please note that the steps provided above are a general guideline, and the exact steps and options might vary slightly depending on updates to Gmail and Google Sheets. It's always a good idea to refer to the official documentation or resources specific to the tools you're using for the most accurate instructions.

How to send automated emails in Gmail? - Glossary - Woodpecker (2024)
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