How to Use PostSheet to Send Targeted Announcements Without a CRM

You’ve got something to share — a new product, beta invite, feature rollout, promo, or company update.

But you don’t have a full-blown CRM. Or maybe you do… but just need a faster, more flexible way to reach the right people with the right message.

Enter Google Sheets + PostSheet: the easiest way to send personalized, targeted announcements — filtered by customer type, behavior, or segment — with no CRM required.

Let’s show you how.

📣 Why Targeted Announcements Outperform Mass Emails

People are busy. Their inboxes are full.

If you want attention (and action), you need messages that are:

✅ Relevant
✅ Timed right
✅ Personalized
✅ Easy to engage with

PostSheet helps you do exactly that — using the tool you already use: a spreadsheet.

📋 Step 1: Build a Segmented Contact Sheet

Start by pulling your audience data into Google Sheets. It might come from:

  • Stripe exports
  • Signup forms
  • Manual tagging
  • Product usage logs
  • Customer success notes

Example sheet:

NameEmailPlan TypeUse CaseSegmentLast LoginCustom NoteCTA Link
Jamie Wongjamie@email.comPro MonthlyMarketing ReportsPower User2025-04-10Loves reporting featureslink.com/beta-jamie
Alex Riveraalex@email.comFree TrialEmail AutomationNew User2025-04-01Asked about integrationslink.com/upgrade-alex

Optional columns: language, region, renewal date, feature used, assigned CSM

✉️ Step 2: Create a Personalized Announcement Template in PostSheet

Keep it short, relevant, and clear — here’s a solid starting point:

css

Copy

Subject: Quick update for {{Segment}}: {{Use Case}} just got better 🚀

Hi {{Name}},

We’ve just launched something new we think you’ll love — especially if you’re using {{Use Case}}.

👉 Check it out here: {{CTA Link}}

{{#Custom Note}}  

P.S. {{Custom Note}}  

{{/Custom Note}}

Let us know what you think — or if you’d like a walkthrough.

– [Your Team]

Make your message flexible by using merge fields for product names, use cases, or roles.

🚀 Step 3: Filter, Personalize, and Send in Minutes

Once your data and template are ready:

  1. Filter by segment (e.g., “Power User” or “Inactive Free Trial”)
  2. Connect your sheet to PostSheet
  3. Map fields like {{Name}}, {{Use Case}}, {{CTA Link}}
  4. Preview messages and make tweaks where needed
  5. Send instantly — or schedule for optimal engagement

💡 You can even tag messages in your sheet with a “Campaign Name” to track results later.

🔁 Bonus: Run Multi-Touch Campaigns by Segment

You can use the same sheet for:

  • Day 1 announcement
  • Day 3 follow-up (“Did you see this?”)
  • Day 7 reminder with case study or bonus CTA

Just filter by “Campaign = New Beta” and “Message Sent = No” — and go.

🧠 Great Use Cases (No CRM Needed)

  • 🧑‍💻 New feature announcements
  • 📣 Early access to betas or waitlists
  • 🧾 Pricing updates for legacy users
  • 🎉 Launching a new template, resource, or guide
  • 📬 Re-engagement campaigns by role, plan, or region
  • 🔁 Customer-specific product updates (e.g. usage-based)

If it lives in a spreadsheet, you can message it with PostSheet.

✅ Why PostSheet Beats Overbuilt Tools for This

ChallengePostSheet Advantage
Can’t filter easily in Mailchimp✅ Use Google Sheets logic instantly
CRM too clunky or locked down✅ No CRM needed — just a spreadsheet
Want to personalize messages fast✅ Merge fields + preview before sending
Need different CTAs per segment✅ Link and copy fully customizable
Scaling across 50+ contacts✅ Just filter and hit send

It’s segmentation without the struggle.

💬 Final Thoughts: Big Announcements, Small Setup

Not every campaign needs a full marketing stack.
With PostSheet, you can deliver clear, personal updates to exactly the right people — no CRM required.

Try it free →
Send your next product or campaign update with PostSheet

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