Automatically send emails when a row is populated
Mergo's For each new row feature makes it possible to automatically send a notification email when a blank row is populated in your campaign sheet. Mergo works its magic in the background by checking your campaign sheet every hour and sends an email if it sees newly populated rows with email addresses.
In this article
📊 This feature is available only in our add-ons for Google Sheets.
💎 This is a premium feature.
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.
A. Set up using Google Sheets (for manual entries)
Build your campaign sheet & your email draft first.
In your Mergo sidebar, click the Mail Merge menu.
Click More actions (1) > Schedule delivery (2).
Select For each new row (Zapier).
You will now see a confirmation that: An email will be sent if a row is added to the sheet.
Time to test our setup. Manually enter your campaign record/s.
Mergo will check your campaign sheet every hour and will send an email if it sees newly populated rows with email addresses.
The record on row 10 was manually entered @ 3:49 PM.
Then the email was automatically sent @ 4:20 PM.
You can manually enter your records (or copy-paste) daily, weekly, monthly, or as infrequent as you need. Mergo’s For each new row feature will always be running in the background checking your campaign sheet every hour and will send an email if it sees newly populated rows with email addresses.
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. This delay is due to Google's trigger events.
B. Set up with Zapier or IFTTT
In this section, you will create a workflow that will create a new row of record in Google Sheets for each event created in Google Calendar. Mergo will then process this new event and send an email to the recipient/s.
Configure your preferred automation tool (like Zapier or IFTTT).
This will create a new Google Sheets file for all your calendar events (this will serve as your campaign sheet).
Disclaimer: There are certain topics that are beyond Mergo's scope of support. For example, we can't assist you with configuring Zapier or IFTTT. We can, however, help to confirm whether all of our Mergo systems are functioning normally to help you isolate the problem.
And if ever we offer assistance beyond our scope of support, please know that this is only a best-effort approach and we cannot guarantee expertise or efficacy on the tools.
Here are links to the support help desks:
Zapier Support
IFTTT Support
Open the Google Sheets file created by Zapier or IFTTT, then follow our tutorial on how to set up your campaign sheet.
Create your email draft and insert the relevant {{markers}} based on the header labels generated by the automation tool.
In your Mergo sidebar, click the Mail Merge menu.
Click More actions (1) > Schedule delivery (2).
Select For each new row (Zapier).
You will now see a confirmation that: An email will be sent if a row is added to the sheet.
C. Test your workflow
It's now time to test your Zapier or IFTTT workflow.
Create an event in your Google Calendar.
Add guests as needed (we have 1 guest in this example).
Once you click the Save button, your automated workflow will instruct Zapier or IFTTT to send the calendar event details to the linked Google Sheets file.
In a few minutes, your Google Sheets file will be populated with the newly created calendar event.
Note: The transfer of data from Zapier or IFTTT to Google Sheets is not instantaneous as compared to Mergo’s On Form Submit feature.
There’s a delay, it varies, and this is beyond Mergo's scope.
Mergo’s For each new row feature will always be running in the background checking your campaign sheet every hour and will send an email if it sees newly populated rows with email addresses.
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. This delay is due to Google's trigger events.