Email: Mail Merge

Carleton has licensed a general-purpose email merge program called Mail Merge With Attachments for Gmail for college use. This product is an Add-on for Google Sheets, and allows you to create a spreadsheet that it will then use as the recipients list/database to perform the mail merge.

If you need a license to this tool, please submit a Software Request ticket.

Setting up the Gmail/Google Sheets Add-on

1. In your browser, go drive.carleton.edu and log in with your Carleton username and password
2. Open a new Google Sheet (click the + New button and select Google Sheets)
3. In the Extensions menu, select Add-ons and then Get Add-ons
4. Search for Mail Merge with Attachments and select it
5. Click the large blue Install button
6. Click Continue to consent to the install (be sure to select your @carleton.edu account)
7. You'll see a list of the various permissions that Mail Merge needs to be granted in order to do its work. It's a long list, and you should review them. You may need to scroll down to find and click on the Allow button to continue.
   Note: if anything on this list makes you uncomfortable, you might choose an entirely Google-based approach.
8. Once the installation is completed, in the Google Sheet, click on the Extensions menu
9. Click on Mail Merge with Attachments and select Restore License
10. The Activate Premium License dialog will open, and you will need to enter Carleton's license key. Click here to view Carleton's license key.
11. Click the Activate button
12. When you see the message License Activated. Please reload the sheet!, click on the reload button in your browser window
13. Now, return to the Mail Merge with Attachments option under Extensions menu; you should see that all the options for performing your mail merge are now available.
    Note: Once activated with Carleton's premium license key, you may use the Mail Merge add-on to send any number of messages up to Google's own limit (currently 1,500 total messages per day).