Choose the best date and time to deliver your emails

You can send your emails using Mergo’s advanced scheduling feature. With this, you can increase conversions and make sure that you reach your audience when they're most available by selecting the best date and time to strategically deliver your email campaigns.

In this article 

📊 This feature is available only in our add-ons for Google Sheets

Note: Only 1 Schedule Delivery option can be used per campaign sheet.
For example, using the Row by row feature together with recurring functionality (via Select hour/date) option is not possible and will cause conflicts.

Set up the Row by row feature 

1

In your campaign sheet, add a column with the header labeled Merge date.

Note: “Merge date” is a reserved keyword by Mergo - meaning it cannot be used for other labeling purposes.

Info: Mergo keywords are not case sensitive (mixed cases like “merGe DAtE” is allowed). But avoid typographical errors or missing/extra spaces.

2

Fill the Merge date rows with dates and time that you want your emails to be sent.

We used a 5-minute interval for demonstration only.

💡 Caution: Always use the correct date and time format.

You will know it’s correct when a pop-up calendar appears when you double-click on a cell date (Figure A).

Figure A - Correct date format


Otherwise, the entry will be treated as plain text that's left-aligned (Figure B).

Figure B - Incorrect date entered (treated as plain text).

💡 Tip: To correctly enter the date and time the first time, either:

  • Copy & paste this on your cell (then modify as needed) - 7/12/2021 12:59:18
  • Enter this formula in your cell (copy & paste as values, then modify as needed) - = now()

Info: To optimize schedule deliveries, make sure that your Spreadsheet's Time zone is configured properly since schedules are dependent on this.

To do this in Google Sheets, go to File > Spreadsheet settings > choose the relevant Time zone (1) > click Save settings (2). 

Note: Your scheduled campaign will not be sent exactly as specified.

It may have a delay of up to 1 hour (but based on our tests, scheduled emails are sent within 5 - 10 minutes from the specified time). This delay is due to Google's trigger events.

For example, if you selected Tomorrow morning 8 AM, the campaign will start tomorrow between 8AM and 9AM.

3

In your Mergo sidebar, click the Mail Merge menu.

4

Click the More actions button (1) > Schedule delivery (2).

5

Select Row by row.

6

Click the SCHEDULE MAIL MERGE button.
Your emails will be sent when the specified date and/or time is reached.

Note: You will see a note on the Scheduled Campaign section reminding the importance of our reserved keyword:
An email is sent when the date in column 'Merge date' is reached”.


What happens after sending your scheduled emails? 

Your recipient’s Merge status will initially be tagged as SCHEDULED (1).

Once the specified date and/or time is reached, Mergo will start sending out the emails and their respective status will be replaced with SENT (2).


Can I set several scheduled emails in the same campaign sheet?

Yes, you can schedule several email campaigns using a single Google Sheets (file). But each campaign needs to reside in its own Sheets / Tab.

A single Google Sheets file containing 3 campaign sheets.

Note: You need to Refresh the Mergo sidebar each time you schedule a campaign on another sheet/tab. This ensures that Mergo is referencing the correct campaign sheet (datasource).

Just click the Mergo actions button > Refresh. Then follow the steps detailed above on how to Set up the Row by row feature.

💡 Tip: By default, Mergo will always reference the 1st sheet/tab of a Google Sheets file as the datasource. This is why it's important to Refresh the Mergo sidebar each time you move to a different sheet/tab. Learn more.