Documentation

Set up and send with confidence.

Essential instructions for preparing a sheet, personalizing a Gmail draft and reviewing campaign results.

1. Prepare the sheet

Use one header row. Include an email column and consistent headers such as First Name and Company. Keep one recipient per row.

2. Create the draft

Write the message in Gmail. Add merge fields matching sheet headers exactly, for example {{First Name}}.

3. Test first

Select the draft in VMailMerge, check the recipient column and send a test to verify every field and link.

4. Send or schedule

Confirm the eligible rows, daily balance and tracking options. Do not close the sheet while an immediate batch is starting.

5. Read status

Use sent, opened, bounced and failed results as delivery indicators. Open tracking can be affected by recipient privacy controls.

6. Maintain the list

Remove hard bounces and unsubscribed recipients before another campaign. Email only recipients who expect the message.