How to Do a Mail Merge in Six Steps
- 1Connect your emailSign in with Google or Microsoft, or add any other inbox with its SMTP details. We only ask for permission to send, never to read your mail.
- 2Add your recipientsPick people from your Contacts by tag or stage, upload a CSV saved from Excel or Google Sheets, paste a list, or use one of your BlissPoint spreadsheets. Duplicates, bad addresses and past unsubscribes are set aside for you.
- 3Write it onceDrop in fields like {{first_name|there}} from your columns, with a fallback for anyone missing one. Attach files, or a document that is personalized into its own PDF for each person.
- 4Preview every emailStep through each recipient exactly as they will see it. A warning shows how many people are missing each field before anything goes out.
- 5Test, then send or scheduleSend yourself a test, then send now or pick a time. Emails go out one at a time at a pace your provider is comfortable with, and pause automatically at your daily limit.
- 6Track and follow upSee who opened, clicked, replied or unsubscribed as it happens. Up to three follow-ups go out in the same thread to people who have not opened or clicked, and stop for anyone who replies.
Why BlissPoint Access over Mailmeteor, YAMM, GMass?
- ✓Works from Gmail, Outlook and any SMTP inbox, all from one place. YAMM and GMass only work inside Gmail.
- ✓Recipients come straight from the Contacts you already keep for invoicing, scheduling and your client portal, and every email sent lands on that contact's timeline. Sheet add-ons start and end with a spreadsheet.
- ✓Attach a Document Writer template and each person gets their own PDF, generated with their details. Elsewhere, personalized attachments mean making every file yourself and linking it row by row.
- ✓A pre-send check counts exactly who is missing each field, so nobody gets "Hi ," by accident.
- ✓No per-email credits or daily caps of our own. Many add-ons limit free plans to around 50 emails a day; here the only limit is the one your email provider sets.
What You Get
- Gmail, Outlook and any SMTP inbox (Zoho, Yahoo, iCloud, Fastmail and more)
- Recipients from Contacts, a CSV (from Excel or Google Sheets), a pasted list, or a BlissPoint spreadsheet
- Merge fields in the subject and body, with per-field fallbacks
- Per-recipient preview and a missing-field check before sending
- File attachments and personalized PDF documents per person
- Send now or schedule, with a pace and daily limit set per account
- Open and click tracking, with a live report and CSV export
- Up to three threaded follow-ups by open, click or everyone
- One-click unsubscribe (Gmail and Yahoo sender rules) and a do-not-email list
- CC, BCC, reply-to and a custom sender name
Frequently Asked Questions
How many emails can I send?
As many as your email provider allows. We default to 400 a day for Gmail, 300 for Outlook and 200 for other inboxes, and you can raise or lower that per account. Past the limit, sending pauses and carries on by itself the next day.
Will the emails come from my own address?
Yes. Each email is sent through your own account, one at a time, so it shows your name and address and appears in your Sent folder. Replies come straight back to you.
Can BlissPoint read my inbox?
No. Gmail and Outlook are connected with send-only permission, and SMTP can only send. Your password is encrypted, and you can disconnect at any time.
What does it cost?
Mail Merge comes with every BlissPoint plan, from $10 a month after a 14-day free trial, with no per-email credits.
How do follow-ups know who replied?
Mark a reply on the report with one click and that person gets no more follow-ups. Anyone who unsubscribes is skipped automatically, and each follow-up can go only to people who did not open or did not click.
How do unsubscribes work?
Every email can include an unsubscribe link and the one-click unsubscribe header Gmail and Yahoo require for bulk senders. People who unsubscribe go on your do-not-email list and are left out of all your future mail merges.
Can I mail merge from Excel or Google Sheets?
Yes. Save your sheet as a CSV (Save As in Excel, or File, Download in Google Sheets) and upload it. Every column becomes a field you can use in your email. A spreadsheet you built in BlissPoint works directly, with no export.
Ready to use Mail Merge?
It comes with every BlissPoint plan, along with every other tool your business needs. Try it all free for 14 days, no credit card needed.
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