Create a mail merge using Gmail and Google Sheets #65

mhawksey · 2019-09-13T14:48:24Z

Solution submission for issue ticket #54 "Create and distribute visual rich mail merges from data in Google Sheets"

[If easier README can be commented on in the Google Doc]

Update to current base

Create and distribute visual rich mail merges with Gmail and Google Sheets

sqrrrl

Looks great, just a few minor nits :)

sqrrrl · 2019-09-16T19:04:50Z

mail-merge/README.md

@@ -0,0 +1,46 @@
+---
+title: Create a mail merge using Gmail and Google Sheets
+description: Create and distribute visual rich mail merges with Gmail and Google Sheets.


visual -> visually

sqrrrl · 2019-09-16T19:07:00Z

mail-merge/README.md

+
+1. Create a copy of the sample [Gmail/Sheets Mail Merge spreadsheet](https://docs.google.com/spreadsheets/d/1EfjLuYGab8Xt8wCn4IokBIG0_W4tBtiU4vxl3Y7FPsA/copy).
+
+2. Update the ‘Recipients’ column with email addresses you would like to use in the mail merge


Use bold instead of quotes for Recipients.

sqrrrl · 2019-09-16T19:07:14Z

mail-merge/README.md

+
+5. A dialog box will appear and tell you that the script requires authorization. Read the authorization notice and continue.
+
+6. When prompted enter or copy/paste the subject line used in your draft Gmail message and click ‘OK’


Use bold instead of quotes for OK.

sqrrrl · 2019-09-16T19:07:37Z

mail-merge/README.md

+
+2. Update the ‘Recipients’ column with email addresses you would like to use in the mail merge
+
+3. Create a draft message in your Gmail account using markers like {{First name}}, which correspond to column names, to indicate text you’d like to be replaced with data from the copied spreadsheet. 


suggest putting {{First name}} in code font (backticks)

sqrrrl · 2019-09-16T19:07:53Z

mail-merge/README.md

+
+6. When prompted enter or copy/paste the subject line used in your draft Gmail message and click ‘OK’
+
+7. The ‘Email Sent’ column will update with the message status.


Use bold for 'Email Sent'

sqrrrl · 2019-09-16T19:08:33Z

mail-merge/README.md

+
+## Next steps
+
+Additional columns can be added to the spreadsheet with other data you would like to use. Using the {{}} annotation and including your column name as part of your Gmail draft will allow you to include other data from your spreadsheet. If you change the name of the ‘Recipient’ or ‘Email Sent’ columns this will need to be updated by opening **Tools > Script Editor**.


Nits:
{{}} in code font
Recipient & Email Sent in bold

Edits based on comments in googleworkspace#65 (comment)

mhawksey · 2019-09-16T20:17:41Z

@sqrrrl thanks for the feedback. Hopefully I've picked up all those suggested edits now. Let me know if there is anything else

sqrrrl · 2019-09-17T20:18:34Z

Looks great :)

* Initial commit of Mail Merge solution Create and distribute visual rich mail merges with Gmail and Google Sheets * Minor edits to readme text Edits based on comments in #65 (comment) * update to head * Updated to head * Fix for null error when sending emails without variable tags Fix for issue #98 on gsuitedevs branch #98

* Initial commit of Mail Merge solution Create and distribute visual rich mail merges with Gmail and Google Sheets * Minor edits to readme text Edits based on comments in #65 (comment) * update to head * Updated to head * Fix for null error when sending emails without variable tags Fix for issue #98 on gsuitedevs branch #98 * Refactoring and V8 update Includes ability for using formatted Google Sheets cell values for currencies, dates and more as well as detecting/ignoring filtered hidden rows. Code also updated to highlight Gmail `.sendMail()` options * Updated mail merge solution moving Advanced Sheets Service and moving to V8 Removed dependency on Advanced Sheets Service

* Initial commit of Mail Merge solution Create and distribute visual rich mail merges with Gmail and Google Sheets * Minor edits to readme text Edits based on comments in #65 (comment) * update to head * Updated to head * Fix for null error when sending emails without variable tags Fix for issue #98 on gsuitedevs branch #98 * Refactoring and V8 update Includes ability for using formatted Google Sheets cell values for currencies, dates and more as well as detecting/ignoring filtered hidden rows. Code also updated to highlight Gmail `.sendMail()` options * Updated mail merge solution moving Advanced Sheets Service and moving to V8 Removed dependency on Advanced Sheets Service * Mail merge fix to escape cell data Fix for #127 to escape cell data to make JSON safe * Fixed EOF https://github.com/gsuitedevs/solutions/pull/130/files/a8d745d949b33484dd6a33da4c0dfcfb1202cfdf#r431210317

… from the Gmail draft (#173) * Initial commit of Mail Merge solution Create and distribute visual rich mail merges with Gmail and Google Sheets * Minor edits to readme text Edits based on comments in #65 (comment) * update to head * Updated to head * Fix for null error when sending emails without variable tags Fix for issue #98 on gsuitedevs branch #98 * Refactoring and V8 update Includes ability for using formatted Google Sheets cell values for currencies, dates and more as well as detecting/ignoring filtered hidden rows. Code also updated to highlight Gmail `.sendMail()` options * Updated mail merge solution moving Advanced Sheets Service and moving to V8 Removed dependency on Advanced Sheets Service * Mail merge fix to escape cell data Fix for #127 to escape cell data to make JSON safe * Fixed EOF https://github.com/gsuitedevs/solutions/pull/130/files/a8d745d949b33484dd6a33da4c0dfcfb1202cfdf#r431210317 * Inline image handling for mail merge Fix for the inline image issue #163 * Nit fix for mail merge #163 * Revert "Inline image handling for mail merge" This reverts commit 363060c. * Fix for mail merge inline image handling #163 Added handling of inline images inserted in the Gmail draft via image upload

mhawksey added 2 commits September 13, 2019 15:21

Merge pull request #1 from gsuitedevs/master

b3ea6ef

Update to current base

Initial commit of Mail Merge solution

6b49ea3

Create and distribute visual rich mail merges with Gmail and Google Sheets

mhawksey changed the title ~~Create a mail merge using Gmail and Google Sheets #54~~ Create a mail merge using Gmail and Google Sheets Sep 13, 2019

asrivas requested a review from sqrrrl September 16, 2019 17:10

sqrrrl reviewed Sep 16, 2019

View reviewed changes

Minor edits to readme text

a1c7525

Edits based on comments in googleworkspace#65 (comment)

sqrrrl approved these changes Sep 17, 2019

View reviewed changes

sqrrrl merged commit 37a4f9a into googleworkspace:master Sep 17, 2019

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Create a mail merge using Gmail and Google Sheets #65

Create a mail merge using Gmail and Google Sheets #65

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mhawksey commented Sep 13, 2019

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sqrrrl left a comment

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sqrrrl Sep 16, 2019

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sqrrrl Sep 16, 2019

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sqrrrl Sep 16, 2019

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sqrrrl Sep 16, 2019

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sqrrrl Sep 16, 2019

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sqrrrl Sep 16, 2019

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mhawksey commented Sep 16, 2019

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sqrrrl commented Sep 17, 2019

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		1. Create a copy of the sample [Gmail/Sheets Mail Merge spreadsheet](https://docs.google.com/spreadsheets/d/1EfjLuYGab8Xt8wCn4IokBIG0_W4tBtiU4vxl3Y7FPsA/copy).

		2. Update the ‘Recipients’ column with email addresses you would like to use in the mail merge


		5. A dialog box will appear and tell you that the script requires authorization. Read the authorization notice and continue.

		6. When prompted enter or copy/paste the subject line used in your draft Gmail message and click ‘OK’


		2. Update the ‘Recipients’ column with email addresses you would like to use in the mail merge

		3. Create a draft message in your Gmail account using markers like {{First name}}, which correspond to column names, to indicate text you’d like to be replaced with data from the copied spreadsheet.


		6. When prompted enter or copy/paste the subject line used in your draft Gmail message and click ‘OK’

		7. The ‘Email Sent’ column will update with the message status.


		## Next steps

		Additional columns can be added to the spreadsheet with other data you would like to use. Using the {{}} annotation and including your column name as part of your Gmail draft will allow you to include other data from your spreadsheet. If you change the name of the ‘Recipient’ or ‘Email Sent’ columns this will need to be updated by opening Tools > Script Editor.

Create a mail merge using Gmail and Google Sheets #65

Create a mail merge using Gmail and Google Sheets #65

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mhawksey commented Sep 16, 2019

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