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How do I send the same email to multiple recipients separately with their name?

Published in Email Personalization 6 mins read

To send the same email to multiple recipients separately with their name, you typically need to use a mail merge feature or a dedicated email marketing service. These tools allow you to personalize each email with the recipient's specific name and ensure each person receives an individual copy, making it appear as if the email was sent only to them.

Understanding "Separately with Their Name"

Sending an email "separately with their name" means that:

  • Each recipient receives an email addressed directly to them (e.g., "Dear John," "Hi Mary").
  • Each recipient receives their own unique copy of the email, not a group email where their address is hidden among others.
  • Recipients cannot see who else received the email.

While methods like using the BCC field can hide recipients from each other, they don't automatically personalize the email content with each recipient's name or send a truly unique, separate email copy to each person without additional tools or steps.

Methods for Personalized, Separate Emails

The most effective way to achieve both personalization and separate delivery is through a mail merge function or a bulk email sending platform.

1. Using Mail Merge in Desktop Email Clients (e.g., Microsoft Outlook with Word)

Mail merge combines a list of recipients (from a spreadsheet or database) with a document template to create personalized communications.

Steps for Outlook and Word:

  1. Prepare Your Recipient List: Create a spreadsheet (e.g., Excel) with columns for each piece of information you want to personalize, such as "First Name," "Last Name," and "Email Address." Ensure each column has a clear heading.
  2. Compose Your Email in Word: Open a new document in Microsoft Word. Write the content of your email, leaving placeholders for personalized information.
    • Go to the Mailings tab.
    • Click Start Mail Merge > E-mail Messages.
  3. Select Recipients:
    • On the Mailings tab, click Select Recipients > Use an Existing List.
    • Browse to and select your recipient spreadsheet. You may need to select the correct worksheet if your file has multiple tabs.
  4. Insert Merge Fields:
    • Place your cursor where you want personalized information to appear (e.g., after "Dear").
    • On the Mailings tab, click Insert Merge Field and select the appropriate field (e.g., "First Name"). This will insert a placeholder like <<First_Name>>.
    • Continue adding placeholders for any other personalized data.
  5. Preview and Finish:
    • Click Preview Results on the Mailings tab to see how your emails will look with personalized data. You can navigate through different recipients.
    • Once satisfied, click Finish & Merge > Send E-mail Messages.
    • In the dialog box, select the "Email Address" field for the "To:" line, enter a subject line, and choose the mail format (HTML recommended).
    • Click OK. Word will use Outlook to send a separate, personalized email to each recipient on your list.

2. Using Mail Merge in Google Workspace (Gmail)

Google Workspace offers built-in features and add-ons to perform mail merges directly from Gmail or Google Sheets.

Options for Gmail:

  • Built-in Multi-Send (Google Workspace Business/Enterprise): For business and enterprise users, Gmail often includes a "Multi-send" mode that allows you to send bulk emails with personalization, ensuring each recipient receives a unique copy without seeing others. When composing an email, look for a "Multi-send" toggle or option.
  • Google Sheets Add-ons: Many free and paid add-ons are available in the Google Workspace Marketplace (e.g., Mail Merge for Gmail, Yet Another Mail Merge (YAMM)).
    • General Steps for Add-ons:
      1. Prepare your recipient list in Google Sheets (First Name, Email, etc.).
      2. Install a mail merge add-on from the Google Workspace Marketplace.
      3. Compose your email draft in Gmail, using placeholders like {{First Name}} for personalization.
      4. Open your Google Sheet, launch the add-on, and follow its instructions to link your draft email and send the personalized messages.

3. Dedicated Email Marketing Services

For larger lists, advanced analytics, and professional-grade features, consider dedicated email marketing platforms.

  • Examples: Mailchimp, SendGrid, Constant Contact, ConvertKit, ActiveCampaign.
  • Benefits: These services are designed for sending bulk, personalized emails. They offer drag-and-drop email builders, robust segmentation, analytics, unsubscribe management, and compliance features, ensuring high deliverability and professional appearance. You can easily import contact lists and insert merge tags for personalization.

Using BCC for Individual Receipt (Without Automatic Personalization)

While sending emails using the To, CC, or BCC fields is a straightforward way to reach multiple people, using BCC (Blind Carbon Copy) specifically ensures that recipients do not see each other's email addresses. This makes each email appear individual in terms of recipient visibility.

How to use BCC:

  1. Compose a New Email: Open your email client (e.g., Gmail, Outlook).
  2. Add Your Own Email (Optional but Recommended): In the "To" field, you can enter your own email address. This ensures the email appears to be sent from you and gives you a record.
  3. Add Recipients to BCC: Click on "BCC" (you might need to click "To" or "CC" first to reveal the BCC field). Enter the email addresses of all your intended recipients in the BCC field. Separate addresses with a comma or semicolon.
  4. Write Your Subject and Body: Compose your email as usual.

Important Note: This approach does not automatically personalize the email content with each recipient's name (e.g., "Dear John"). All recipients in the BCC field will receive the exact same email content. If you want personalized greetings (e.g., "Dear [Name]"), you would have to manually create and send a separate email for each person, which defeats the purpose for multiple recipients. For true personalization and separate emails, a mail merge solution is necessary.

Comparison: Mail Merge vs. BCC

Here’s a quick comparison of the two approaches:

Feature Mail Merge (via Word/Outlook, Google Sheets Add-ons, Email Services) BCC (Blind Carbon Copy)
Personalization Yes (e.g., "Dear [Name]") No (requires manual effort for each email)
Separate Email Copies Yes (each recipient gets a unique, individual copy) No (one email sent to multiple hidden recipients)
Recipient Visibility Recipients see only their own address (appears 1-on-1) Recipients see only the "To" field (if used), not BCCs
Effort for Many Low (automated once set up) Moderate (manual for personalization)
Use Cases Newsletters, personalized announcements, invitations Simple group updates, casual communication

Best Practices for Sending Bulk Personalized Emails

  • Clean Your List: Ensure your email list is up-to-date and free of errors to improve deliverability.
  • Test Thoroughly: Before sending to your entire list, send a test email to yourself and a few colleagues to check for formatting, merge field accuracy, and links.
  • Clear Subject Line: Use a concise and engaging subject line that encourages recipients to open the email. Personalization in the subject line can also boost open rates.
  • Comply with Regulations: Be aware of email marketing regulations like GDPR (Europe) and CAN-SPAM (US) regarding consent and unsubscribe options. Dedicated email marketing services help with compliance.

By using mail merge features or email marketing platforms, you can efficiently send personalized emails to many recipients while maintaining a professional and individualized approach.