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New Feature: Recurring automated email campaigns with Gmail and Google Sheets

We just enhanced GMass so that you can now send emails automatically to new rows added to your Google Sheets spreadsheet.

Be sure to reload Gmail in Chrome to get this GMass update.

This is the second most powerful feature we have ever built (the most powerful feature is auto follow-ups). Now, with automated recurring email campaigns, you can connect a campaign to a particular Google Sheets spreadsheet, and have your email campaign send daily to any new email addresses in the spreadsheet. Additionally, you can set auto follow-ups on a campaign, for a fully automated drip campaign system. Just add your new prospects to your spreadsheet, and the prospects will automatically start receiving your sequence of emails, including any auto follow-ups.

How do you set up an automated recurring email campaign?

Just check this one magical box when setting up your mail merge campaign…the one that says “Repeat daily”.

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After connecting to my spreadsheet and composing my email campaign, I set it to repeat daily, so that this same email, and any configured auto follow-ups will send automatically to new email addresses added later to the spreadsheet.

This checkbox will show up anytime you compose a campaign after connecting it to a Google Sheets spreadsheet. It will cause the campaign to send daily, based on the time the campaign is first sent, and it will send to any new email addresses found in the spreadsheet every day. If you set your campaign to have auto follow-ups, then each new email address in the spreadsheet will get the original campaign and the sequential automatic follow-up emails, based on their behavior.

How do you get new email addresses into the spreadsheet?

You can enter them manually, or you can use a number of automated systems available, like Zapier, to tie your Google Sheets spreadsheet to any number of outside databases or CRM systems. 

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Just add new rows and those people will get the email campaign and any associated automatic follow-up emails.
Here at my company, we house our data in a SQL Server database, and we use Zapier to push data from SQL Server into a Google Sheets spreadsheet daily. We then have a daily recurring GMass campaign set to email new GMass users every day. The campaign connects to the spreadsheet every day, finds any new rows, and sends the mail merge campaign.

New auto follow-up email option

Now, in addition to setting auto follow-ups based on those who didn’t reply and who didn’t open, you can also set the follow-up to go to everyone who received the original email by choosing All, regardless of their behavior. This is useful for creating for example, a series of welcome emails designed to introduce various features of your product or service to a new subscriber.

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The new “All” option will send the follow-up to everyone that was part of the original campaign, regardless of whether they opened or replied.

I’ll be writing a separate article on how to use GMass and this new recurring campaign feature to create a “welcome series” email campaign to new customers. You can use this new option, with a Google Sheets spreadsheet, to fully automate a “welcome series” campaign, if your new customers are added to the spreadsheet automatically every day.

Frequently Asked Questions
Q: What’s the big deal about recurring automated email campaigns?
A: The big deal is that now instead of creating and sending a new campaign every day or every week to your new prospects, you can set your campaign up just once and still have it sent to new prospects, just by adding the new prospects to your spreadsheet. You control who gets your sequence of emails by who you add to your spreadsheet.
Q: I’ve set my campaign to recur daily, but now I’ve changed my mind and want to stop it. How do I do that?
A: Just find the campaign in your GMass Scheduled Label, open the Draft, click the GMass Settings arrow and click the red Cancel button.
Q: I’ve set my campaign to recur daily, but now I want to change the spreadsheet it’s connected to. How do I do that?
A: Once you’ve set up an automated recurring email campaign, you can’t alter the spreadsheet or the spreadsheet filter it uses. You will need to cancel the campaign and create a new one that is connected to the new spreadsheet.
Q: How are auto follow-ups related to this new capability?
A: If you create a recurring automated email campaign with auto follow-ups configured, then every day when the email campaigns sends to new rows in the spreadsheet, those new email addresses will also receive a sequence of auto follow-up emails based on whether or not they open, reply, or are just a part of the campaign.
Q: If I set a filter when connecting to my Google Docs spreadsheet, when the campaign recurs, will it only send to new rows that match the original spreadsheet filter?
A: Yes, it will. For example, let’s say you have a spreadsheet with a column called “DripCampaign” and you’ve set each row to “yes” or “no” for this column. When you use GMass to connect to the spreadsheet, you set a spreadsheet filter of “DripCampaign=yes”. When you set your campaign, you set it to repeat daily. When the campaign looks for new additions to the spreadsheet every day, it will only look for rows where DripCampaign=yes.
Q: I’ve sent the campaign at 4:00 PM, but I want it to recur daily at 2:00 PM instead of 4:00 PM. How can I change that?
A: Just find the campaign under the GMass Scheduled Label, click the GMass Settings arrow, and change the scheduled time to the next day at 2:00 PM, and then hit the GMass main button.

The post New Feature: Recurring automated email campaigns with Gmail and Google Sheets appeared first on Mail Merge and Follow-up Email for Gmail.


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