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Wizy Mail Merge & Doc Merge with Attachments


(176)
offered by wizy.io
19,982 users

Overview

Mail merge & document merge with attachments. Merges Sheets, Docs, PDF or Email. Includes Email tracking & templates library
 The best Mail Merge add-on on the market!

- Use markers with double curly brackets {{first_name}} to personalize documents or emails.
 - Create bulk emails or documents using the mail merge or document merge add-on that works with Google Sheets and Google Docs. 
 - Enjoy a selection of email templates.
 - Share email templates with your team.
 - Track email openings.
 - Collect data with Google Forms and automatically generate emails, documents or PDFs.
 - Schedule future mail merges.
 - Set filters to mail merge only selected rows.
 - Trigger a mail merge when a Google form is submitted.

Data Merge will make your life easier if you work in sales & marketing, communication, HR or education. Use it to communicate with your customers, employees or students.

USE DATA MERGE TO GENERATE THE FOLLOWING DOCUMENTS:

Education: 
 - Certificates & Awards
 - Grades & Term Reports
 - Application Forms
 - Student Details
 - Test Results

Sales & Marketing: 
 - Lead Generation Report
 - Customer Order Forms & Contracts
 - Customer Invoicing

Human Resources:
 - Training Program Invitations
 - Training Assessments 
 - Worksheets (Forms)
 - Monthly Employee Reporting (Forms)
 - Performance Review (Forms)
 - Employee Stock Ownership Plan

Communication: 
 - Thank You Letters
 - Invitations to Events and Webinars
 - Registration Forms 

PRICING:
- Freemium plan has a quota of 200 emails sent or documents generated. 
- Pro plan has no daily quota (see Google daily Quota for Gmail and Google Apps): US$72/year for a single user

Contact sales@wizy.io for team and domain wide subscriptions

HOW TO USE DATA MERGE:
 1. Create a template in Google Docs or Sheets.  
 2. Place markers or variables in double curly brackets {{first_name}}. 
 3. Create your data source in Google Sheets.
(Optional: Import contacts from Google Contacts. Click on Add-ons >> Wizy Mail Merge & Doc Merge with Attachments >> Import Contacts)
 4. Click on Add-ons>>Data Merge>>Start
 5. Select “Document Merge” or “Mail Merge,” or both
 6. For Document Merge, select your template and the destination folder. 
 7. To send an email, select Mail Merge.
 8. Create or select an email template from the library.
 9. Select “Convert generated documents to PDF” if you need to mail merge into a PDF file.
 10. Click on the Tags Mapping tab and verify that all your tags have the green check.
 11. Set filter to mail merge only certain rows of the spreadsheet.
 12. Click the Generate button and select your mail merge scheduling options. 
 13. Notice the columns with green headers getting filled with mail merge data including the URL of the generated documents.


YOUR PERSONAL DATA IS IMPORTANT:
wizy.io will never share, rent, or sell your data. Period. We do not store your contacts in our servers. They stay in your Gmail and G Suite. For more info, visit http://wizy.io/info/Privacy-Policy.html.

Details

Version: 80
Updated: August 14, 2017
Language: English (United States)