What Mergo is (quick)

Mergo is a Google add-on that turns a Google Sheet + Gmail (or Google Docs) draft into a personalized email campaign, with tracking (opens/clicks/responses), follow-ups, scheduling, attachments and basic deliverability tools. mergo.app

Core Mergo mail-merge workflow (step-by-step)

  1. Install the Mergo add-on (from Google Workspace Marketplace or Mergo site). Google Workspace+1

  2. Prepare your contact list in Google Sheets: one row per recipient, columns for name, email, and any merge fields (e.g., FirstName, Company, InvoiceLink). (Mergo reads your sheet columns.) mergo.app

  3. Create your email template as a Gmail draft or a Google Doc — use placeholders like {{FirstName}}. (Mergo converts Google Docs into HTML emails if you prefer). help.mergo.app+1

  4. Open Mergo in Sheets or Gmail, choose Mail Merge, select the draft/Google Doc, map columns to placeholders and set options (sender alias, schedule, follow-ups, personalized attachments). help.mergo.app+1

  5. Send a test to yourself (highly recommended). Then send the campaign (Mergo sends each message via Gmail and writes status/tracking back to your sheet). help.mergo.app

  6. Track results (opens, clicks, bounces, replies, unsubscribes) directly in your Google Sheet and use Mergo’s follow-up automation if desired. mergo.app+1

Important limits & deliverability note

  • Mergo sends through your Gmail account, so Google’s sending limits apply (e.g., roughly 500/day for free Gmail, and higher quotas for Google Workspace accounts — see Google’s official sending-limits page for exact numbers and the rolling 24-hour behavior). If you expect large volumes, use Workspace or split batches to avoid suspension. Google Help+1

Ready-to-use sources (official + helpful links)

Below are the exact pages you’ll want to open to install, learn, and run your first campaign (click the linked titles):

  • Mergo official homepage (product overview) — start here to see features and quick overview. mergo.app

  • Google Workspace Marketplace — Mergo: Mail Merge (install page). Google Workspace

  • Mergo Help Center — Install and use Mergo (step-by-step install & first run guide). help.mergo.app

  • Mergo Help — Send personalized email campaigns from Gmail (how to run a campaign from Gmail). help.mergo.app

  • Mergo Help — Send from Google Docs (if you prefer designing templates in Docs). help.mergo.app

  • Mergo Features page (feature list: tracking, follow-ups, personalized attachments, alias sending). mergo.app

  • Mergo Pricing (free tier details, quotas, upgrade options). mergo.app

  • Mergo Help Center — Video tutorials (short screencasts showing common flows). help.mergo.app

  • Mergo Privacy / Google disclosure (how Mergo accesses drafts and data; useful for compliance). mergo.app+1

  • Mergo Support / Contact (support e-mail & support page). mergo.app

Useful 3rd-party reads & reviews (to compare alternatives / reputational context)

  • G2 — Mergo reviews (user feedback and ratings). G2

  • Woodpecker review of Mergo (2025) — independent write-up and comparison notes. Woodpecker

  • Comparisons / list of Gmail mail-merge tools (Mailmeteor, GMass, etc.) — if you want alternatives. mailmeteor.com+1

Quick checklist to launch your first campaign (copy/paste)

  • Install Mergo (Marketplace) and grant permissions. Google Workspace

  • Create a Google Sheet with Email column + merge fields. mergo.app

  • Draft message in Gmail or Google Docs using {{FieldName}} placeholders. help.mergo.app

  • Open Mergo, map fields, send test, then send campaign. help.mergo.app+1

  • Monitor opens/clicks/replies in the sheet; schedule follow-ups if needed. help.mergo.app