Getting Started Guide
Learn how to set up, personalize, and launch your first email campaign in under five minutes.
1
Prepare Your Spreadsheet
Set up your target data directly inside Google Sheets. The first row must contain descriptive headers (such as Email, Name, Renewal Date). Fill the rows below with recipient information.
| A (Email) | B (Name) | C (Product) |
|---|---|---|
| john@domain.com | John Smith | Smart Certificates |
| lisa@domain.com | Lisa Miller | Smart Tab Manager |
2
Build Your HTML Template
Click the **Templates** tab in the sidebar and select **Create Template**. Fill in:
- Template Name: Give it an internal title (e.g. "Welcome Sequence").
- Subject Line & Body: Write your email content. Use column headers wrapped in double curly brackets to pull dynamic details. E.g.,
Hi {{Name}}. - Static Attachments: (Optional) Browse Google Drive and attach relevant files that will be delivered to everyone in the list.
- Sender Details: Customize your Sender Name and Reply-To fields to manage replies.
3
Configure and Launch
Return to the **Campaign** tab in the sidebar:
- Select the email template you created.
- Choose your active sheet tab name and the starting row (e.g., Row 1).
- Map the **Recipient Email Column** to your email data (e.g. A).
- Select the Status Column settings (or check "Auto-create new 'Status' column").
- Tune deliverability: Set batch sizes (e.g., 30 per run) and pause delays (e.g. 1.0s) to keep delivery natural.
- Click **Run Manual Batch** for an immediate test run, or toggle **Auto-Mode** to run sending processes entirely in the background.
✔ Campaign Monitor
As the campaign runs, the add-on automatically appends columns tracking exact delivery timestamps. Row statuses will update to 'SENT' or throw detailed errors in real-time.