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Installation & Getting Started

This guide walks you through the complete setup process for MassMailer, from installation through your first email campaign.

Installation Options

  1. Create a New Google Sheet in your Google Drive
  2. Click on Extensions > Apps Script
  3. Delete any code in the default Code.gs file
  4. Copy and paste the code from each file in the repository into new files in your project:
  5. Code.js
  6. StateManager.js
  7. UI.js
  8. SheetSetup.js
  9. Followup.js
  10. RateLimitHandler.js
  11. HTML files: Options.html, Progress.html, Diagnostics.html
  12. Create the appsscript.json file by clicking on Project Settings (⚙️) > Editor > Show "appsscript.json" manifest file in editor
  13. Copy and paste the content of the appsscript.json file from the repository
  14. Save the project with an appropriate name (e.g., "MassMailer")
  15. Return to your spreadsheet and refresh the page

Option 2: Copy from Template

  1. Visit the MassMailer Template Spreadsheet (coming soon)
  2. Click File > Make a Copy
  3. The copy will include all the necessary code and structure

Option 3: Google Workspace Marketplace (Coming Soon)

  1. Visit the Google Workspace Marketplace
  2. Search for "MassMailer"
  3. Click Install
  4. Follow the authorization prompts
  5. The add-on will appear in your Google Sheets Add-ons menu

Initial Setup

Setting Up Required Sheets

After installing the script, you need to set up the required sheets:

  1. In your spreadsheet, look for the new menu item "Mass Email"
  2. Click on Mass Email > Setup Required Sheets
  3. Confirm the setup when prompted

This will create: - Emails sheet: For recipient data - Config sheet: For system configuration - Progress sheet: For logging and tracking

Configuring Settings

  1. Click on Mass Email > Configure Settings
  2. Fill in the required information:
  3. Your Name: Name to appear in the "From" field
  4. Gmail Draft Template: ID or subject of your template email draft
  5. Emails Per Batch: Number of emails to send in each batch (start with 20-30)

  6. Interval Between Batches: Minutes to wait between batches (5-10 minutes recommended)

  7. Configure advanced settings (optional):

  8. Maximum Daily Emails: Limit to prevent exceeding Gmail quotas
  9. Fallback Values: Text to use when personalization data is missing

  10. Tracking Options: Enable/disable email tracking features

  11. Set up auto-followups (optional):

  12. Enable Auto-Followups: Turn on the auto-followup system
  13. Followup Template: Select a draft to use for followup emails
  14. Days to Wait: Time before sending followups
  15. Maximum Followups: Limit for followup attempts

Creating Email Templates

Gmail Draft Method

  1. Open Gmail and create a new email
  2. Write the subject line and body of your email
  3. Use placeholder syntax for personalization:
  4. {{FirstName}} - Recipient's first name
  5. {{LastName}} - Recipient's last name
  6. {{Name}} - Full name (uses FirstName + LastName)
  7. {{CompanyName}} - Company name
  8. Save the email as a draft (don't send it)
  9. The draft will be available in MassMailer's configuration

Template Examples

Simple Text Template: 

Subject: Following up regarding {{CompanyName}}

Hi {{FirstName}},

I hope this email finds you well. I wanted to reach out regarding our service that might be of interest to {{CompanyName}}.

Would you be available for a 15-minute call to discuss how we might work together?

Best regards,
[Your Name]

HTML Template Example: 

<div style="font-family: Arial, sans-serif; max-width: 600px;">
  <p>Hello {{FirstName}},</p>

  <p>I hope this email finds you well. I wanted to reach out regarding our service that might be of interest to <strong>{{CompanyName}}</strong>.</p>

  <p>Would you be available for a 15-minute call to discuss how we might work together?</p>

  <p>Best regards,<br>
  [Your Name]</p>
</div>

Adding Recipients

  1. Navigate to the Emails sheet in your spreadsheet
  2. Add your recipients with the following information:
  3. EmailID: A unique identifier (can be auto-generated)
  4. Email: Recipient's email address
  5. FirstName: Recipient's first name
  6. LastName: Recipient's last name

  7. CompanyName: Recipient's company

  8. Leave the Status and other tracking columns blank

Sending Your First Campaign

  1. Make sure your template and recipients are set up
  2. Click on Mass Email > Start Sending Emails
  3. The system will begin sending emails in batches
  4. Monitor progress by clicking Mass Email > View Progress & Stats

Monitoring and Management

Viewing Progress

  1. Click on Mass Email > View Progress & Stats
  2. This shows:
  3. Total emails
  4. Sent/failed counts
  5. Current status
  6. Activity logs

Managing the Process

  • Stop Sending: Mass Email > Stop Sending Emails
  • Retry Failed Emails: Mass Email > Retry Failed Emails
  • Process Followups Manually: Mass Email > Followup Management > Process Scheduled Followups

Troubleshooting

If you encounter issues:

  1. Check the Progress sheet for error messages
  2. Run diagnostics: Mass Email > Advanced > System Diagnostics
  3. Consult the Troubleshooting Guide

Advanced Setup

Daily Maintenance

Set up automatic maintenance (recommended):

  1. Click Mass Email > Advanced > Setup Daily Maintenance
  2. This creates a trigger to:
  3. Reset daily email counters
  4. Process scheduled followups
  5. Recover from stuck processes

Gmail API Setup (for higher volume)

For sending more emails (up to 2,000+ daily):

  1. Enable the Gmail API in your Google Cloud Console
  2. Create credentials for your project
  3. Enable the Gmail API in the Advanced Services of your Apps Script project
  4. Configure MassMailer to use the Gmail API in settings