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Mailing list with Google Sheets walkthrough
Mailing list with Google Sheets walkthrough

A detailed guide to setting up your mailing list using Google Sheets as your storage provider

B
Written by Brie
Updated over a week ago

Mailing lists are available as part of the Milkshake Pro subscription.

Mailing list walkthrough instructions

To complete the following you will need to have an existing Google Account with access to Google Sheets.

1. Navigate to the editing screen for the Card you want to add a mailing list to and tap the mailing list toggle

2. Tap the plus icon next to the Google Sheets integration

3. Tap continue on the alert dialogue

4. Select which Google account you would like to link your mailing list to.

Please note this account needs to be the owner of the Google Sheet that you would like to send the email addresses you collect to.

5. Read through the terms and conditions and tap continue

6. Your Google account will now be linked and you will automatically return to the editor screen in your app.

7. You will now need to add the URL to the Google Sheet that you want to send the email contacts that you collect to.

To get a URL open the Google Sheets app and tap the ... menu next to your Sheet

8. Tap copy link

9. Paste your URL into the mailing list editor and add the button text and the success message

10. From the preview screen you can customise your button text and font. Once you have customised your mailing list, tap publish.

The final and most important step is testing your mailing list! Make sure you go to your site and try signing up, you should see the email appear in your Google Sheet within a minute. If you don't see it, check out our troubleshooting tips below.

Troubleshooting

Incorrect URL

Double check your Google Sheets URL is correct. This integration ONLY works with Google Sheets, no other online spreadsheet provider will work. We recommend copy/pasting to make sure you get the URL correct!

Mismatched Google Account and Google Sheet

The Google Account that you link to your mailing list must be the owner of the Google Sheet. If your integration isn't working, try creating a fresh Google Sheet in the account that you linked.

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