Bulk LOI Sender Guide, Support, and FAQs

Here's a quick guide on how to use the Bulk LOI Sender Google Sheets add-on. Scroll down for FAQs.

For direct support or other inquiries, please email tidisventures@gmail.com.

See this YouTube video for a quick walkthrough:

What is Bulk LOI Sender?

Bulk LOI Sender is a Google Workspace add-on that lets you send professional Letters of Intent (LOIs) as PDFs directly from Google Sheets. It automatically customizes each LOI with your lead’s data, saving you hours of manual work.

It works with Google Sheets, Docs and Gmail to accomplish this. The data is ingested via Google Sheets. The app performs all the mail merging and creating individual LOI documents, saves them in your Drive, and then allows you to email them to your leads or recipients as attached PDF files.

This app is perfect for sales, partnerships, real estate professionals working with leads, M&A, recruiting and really anyone who needs to send many professional LOIs or emails with unique PDF attachments fast without leaving Sheets.

Getting started

After installing the add-on, open up a Google Sheets file. Click the "Extensions" dropdown menu, go down to "Bulk LOI Sender" and click on "Open Bulk LOI Sender". This will open the app up in the sidebar.

The app will step you through a VERY short setup process to create the "Sender Queue" sheet in your Google Sheets file. This sheet tab will track and log all the email jobs for each LOI.

Once that's done, you can move onto building the LOIs in the "Builder" (build mode) of the app.

Setting the inputs

In the builder, you will need 2 things to start. The first thing is an LOI template Google Doc that serves as the template for all the individually customized LOIs.

The template can be designed professionally with images, footers, headers, and virtually any format. Just make sure there is text in it that defines the placeholder fields. The placeholder fields in the template are encapsulated in double curly brackets like this "{{name}}" or "{{address}}". This allows the app to dynamically populate those fields with the data from the Google Sheet.

That brings us to the 2nd thing which is the data source. You need to have some raw data in a sheet tab which then goes on to populate the LOI template's placeholder fields. Each row is data for a single LOI. For example, in row 1, columns A through C, you can have something like "johnsmith@gmail.com" in column A, "John Smith" in column B, and "$150,000" in column C as an offer amount.

This data is not provided to you with the Bulk LOI Sender app nor does the app help you obtain that data. You should already have the information of the recipients beforehand whether that be leads or prospective clients or whoever else you are trying to contact and send emails to.

Once you have these 2 things, you can go on to the next step.

Mail merge mapping

The next step is to select the columns in your data source sheet that will be associated with the placeholder fields in your LOI template. The most important column is the email column. Without this column, Bulk LOI Sender will not know where to send the emails.

The rest of the placeholders can be mapped similarly.

Creating the LOIs

Step 3 is where you set the email subject, body, and PDF LOI. Here you decide whether to attach the PDF, define subject patterns, and write the body text, using the same placeholders from the mapping step.

When ready, and if you’ve chosen to attach PDFs, the app will create an LOI Google Doc for each row in your source sheet. Once that's done, the email jobs will be added to the "Sender Queue". Don't worry. You can review everything before sending.

Sending the emails

The final step is to send the emails. Bulk LOI Sender operates within the Gmail ecosystem so it adheres to the Gmail daily quota limits. This means that you can only send a certain amount of emails per day which is typically 100 emails for consumer/personal Gmail accounts and 1,500 emails for premium Google Workspace accounts. This is again, not a limitation of the Bulk LOI Sender app, but a limitation of the Google Gmail API set by Google. See here for more information.

You can send a test email to your own email to check for correctness. Once you are happy with the emails to be sent, you can send them for real. The advanced options allows you to select how many emails you want to be send at a time. Once they are sent, the "Sender Queue" tab will update the statuses of each job and update a column that indicates when those emails were sent. If any errors were encountered, the queue will log that as well.

If you are experiencing any issues, please contact support at tidisventures@gmail.com.

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FAQs

1. Can I manually edit the Sender Queue sheet?

You can edit the tab but just beware the formatting of the headers and certain values most be fixed for the app to work correctly so it is important to not change any of the headers. You can delete entire rows though. That is safe to do.

2. Can I manually delete the generated LOI Google Docs in my Drive?

Yes you can. Just make sure you delete the corresponding rows in the Sender Queue so that if you end up sending those email jobs, they don't encounter an error for not having an associated Doc to send.

3. How is Bulk LOI Sender different from traditional mail merge apps?

Mail merge tools like YAMM only let you personalize the email subject and body text. Bulk LOI Sender goes further by attaching professional LOI PDFs that are automatically customized for each lead. That way you can design a professional LOI template in Google Docs and use that for every individual LOI.

4. How often do the send credits refresh?

The Gmail send credits refresh every day.

5. Is there a free plan?

Yes, with the free plan you can send up to 10 LOI emails per day, dynamically populate up to 4 LOI template placeholders, generate up to 100 LOIs per Google Sheet tab, and use unlimited LOI templates.

6. How can I manage my subscription?

You can do so by going to the settings and click the "Manage subscription" link. Or you can email tidisventures@gmail.com and ask to cancel. You can cancel your subscription up to 24 hours prior to your scheduled billing date.