Mail merge / webmerge

[Arlo_Haskell]

I’m looking for a way to send personalized emails to contacts in my base, inserting variables from linked records for things like balance due, payments made, programs signed up for, etc. Has anyone had any success with doing this sort of thing? I know I can do it with a Google sheet, so one idea is to export Airtable info to sheets. WebMerge looks like it does this in a more robust fashion and and I see Zapier can connect it with Airtable.

Would love to hear from anyone who’s had success with this sort of thing.

thank you

[Dean_Toland]

Zapier has a ton of integrations for Airtable, including ones that will copy records over to MailChimp for a subscriber list and email campaigns, or into Google Sheets so you don’t have to do a manual export constantly. Zapier handles all that for you and is definitely highly used throughout the Airtable user community. :slightly_smiling_face:

[Tuur]

Hi Ario!

I’m working on a tool that might interest you. I’ll send you a message later this week. :slightly_smiling_face:

Best, Arthur.

[Arlo_Haskell]

sounds great! looking forward to it…

[Gareth_Chapman]

Hi there - did you ever come up with a tool mail merge? I’d be interested!

[Matt_Sayward]

Check out the thread ‘Ability to design page for printing’ in the Feature Request forum.

I’ve got a free solution working with Zapier and Google Cloud Print that might be useful for you, alongside a tutorial.

[Gareth_Chapman]

Thanks Matt - I’ll give it a whirl! Appreciate your efforts!

[Arlo_Haskell]

Answer to my own question here. There is a Google Sheets Add-On “Mail Merge with Attachments” that is pretty solid for this. You export your table as csv, then upload to Sheets, then use a Gmail draft that incorporates {{variable text here}} to pull personalized info for each record from your table. It took some time to figure out and takes several steps every time (I pull close to a dozen variables for each message), but once you’ve done it a few times it goes very quickly. I can post a how-to here if anyone’s interested.

chrome.google.com

Mail Merge with Attachments - Google Sheets add-on

Send personalized mass emails with Gmail, schedule emails, insert different attachments for each recipient and track email opens.

[Paul_K]

Here’s a super simple mail merge add-on we built that doesn’t require exporting to Google Sheets: Mail Merge Add-on: Airtable and Gmail. Check it out!

[Katherine_Duh]

Just as a note: this service is neither officially endorsed nor vetted by Airtable. Airtable cannot vouch for the security credentials of this third-party service, and if you choose to make use of this service, you do so at your own risk. Please be careful when potentially exposing your Airtable data to third-party services, especially if you are using Airtable to store sensitive information.