Train your teammates
Add users from different domains
How to install Gmelius
How To Install Gmelius across a Google Workspace domain
Is Gmelius available on mobile?
Switching to Gmelius
How to create a shared inbox
How to create a shared inbox for a primary email address
How to create a shared inbox for an alias
How to create a shared inbox for a Google Group
Understanding shared inboxes
How to manage emails in your shared inbox
Troubleshooting a Shared Inbox created from a Google Group
Manage users of a workspace
How to send emails and reply from a shared email address
How to stop sharing an email conversation?
How to rename or delete your shared inbox
How to create an email alias
How to consolidate multiple email addresses into one shared inbox
Prevent forwarded emails from being shared
How to manage your shared inbox with the Board View
How to create a board
How to add and use task cards
How to add an email to a board
Manage your boards
How to create a board of your inbox
How to add attachments in boards
How to use automations with Boards
How to delete a board
Shared Gmail Labels
How to share Gmail labels
How to edit your shared labels
How to manage and apply shared Gmail labels
How to filter emails in shared label by assignments or status
Prioritise a shared label
Notes and @mentions
How to create and use tags
Understanding the difference between a shared inbox and a shared Gmail label
How to use workspaces?
How to share a draft in Gmail?
How to avoid double replies
How to use shared conversation permalinks?
Emails are not arriving in the shared inbox
How to be notified of assigned emails?
How to view the full history of a shared email conversation?
How to use the multiple inbox view
Pin the "Mine (all)" in your inbox
Rules and SLAs
Understanding Gmelius Rules
How to create a rule
How to see emails both in a workspace and in your regular inbox
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to automatically assign emails
How to add and use business hours
How to create and use email templates
How to create and use email snippets
Manage your email templates
How to insert images in a template
How to add attachments to a template
How to create a meeting
How to schedule meetings from your inbox
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How to connect your Zoom account to Gmelius Meetings
How to create a sequence
How to add contacts to a sequence
How to remove a contact from a sequence
How to share a sequence
How to edit an active sequence
How to pause a sequence during the weekend
How to unthread emails in a sequence
How to create and edit campaigns
How many emails can I send each day with campaigns?
Understanding the difference between a single-stage and a multi-stage campaign?
How to add an unsubscribe link
Why my campaign is not sent to all contacts?
How to stop a multi-stage campaign?
How to export my Google contacts to a CSV file
Understanding the analytics of your campaign
How to set up a campaign with SMTP
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
I get an open notification when checking my sent emails
Email tracking is not working
Possible reasons behind a large number of opens on my tracked emails
CRM Integration (Bcc rules)
Account & Billing
How to add and manage users
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How to transfer a Gmelius subscription to another account
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FAQ & Quick Fixes
Gmelius is not visible in Gmail
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Activation window keeps popping up
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Troubleshooting a Shared Inbox
Workspaces created before April 2021
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Gmail is slow
User showing as inactive
Legal & Policies
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Gmelius SLAs and System Requirements
Feature Deprecation Process & Policies
Google Advanced Protection
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How to contact support?
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Is Gmelius available for Microsoft Outlook?
In this page
Updated by Gmelius
Gmelius campaigns, aka mail merge, let you quickly send personalized emails to a list of contacts at the date and time of your choosing.
The creation of a campaign follows a straightforward 3-step process.
To create a new campaign, click on the button below
Step 1: Import your contacts
- Name your campaign (e.g., "My first campaign"), upload your list of contacts in a CSV file and click on continue. Note that your CSV file should at least have one column with a header "email".
After you have imported your list (.csv file), Gmelius will extract all the columns of the spreadsheet and convert these as potential variables you can then use to personalize your email copy. For instance, the column "First Name" will be converted into the Gmelius variable "first.name".
- Then the system will run a quality check on each column and calculate the percentage of rows left blank, so you know which information is best to include in your email and which to select fallback options for.
Step 2: Compose an email
Single-stage or Multi-stage?
Once you click on the button "Continue", you get to the second screen where you can schedule your campaign, select the alias (if any), customize the name of the sender, and then decide if you are going to send a single-stage or a multi-stage campaign.
- Click on the tab SINGLE-STAGE and compose your email. You can also insert variables into the subject and body of your email.
Gmelius campaigns let you also track opens, insert your Gmail signatures, and add an unsubscribe link.
- Click on MULTI-STAGE, select a sequence, and click on
- If you have any variables in your sequence, you will be asked to match them with the variables (columns) of your contact list (i.e., CSV file). You can also create a custom variable, e.g. if you have a variable in your sequence that could not be matched by a variable of your contact list.
Step 3: Preview your campaign & save/send
The last screen gives you the opportunity to preview your campaign before sending it and decide how many emails you want to send per day (according to your contact list size and campaign limits).
Finally, you can either choose to save the campaign for later or send it.
Please ensure to pick a contact before sending the preview email to yourself if you would like to check whether your variables are recognized and filled correctly.
Edit a campaign
By opting to click on
SAVE over at Step 3 instead of
SAVE AND SEND (see screenshot above), your campaign will remain as a Draft for a future use.
You can edit your Gmelius campaign as long as it remains scheduled or a draft in your list. If you edit a scheduled campaign and then click on SAVE, the campaign will be reverted to a draft.