There are also options for sharing your document, setting form triggers. You also have the option of creating a dynamic folder reference.Īnd also, there’s some very very basic conditional formatting that lets you set conditions so that a merge will only happen for a spreadsheet row if a certain condition is met (e.g. Then, you will choose how you want AutoCrat to export the files.Īfter that, you will choose the Google Drive destination folder where you want all of the newly created form letters or documents or emails or whatever you’re creating to go. (This is where it’s important to be consistent and use field names that are the same for your spreadsheet column headings and your document merge fields, so you don’t mismatch your data) Next, you will need to map the columns from your spreadsheet to the merge fields in your Google Docs. You can now choose your template from your Google Drive. Next, click the Add-Ons drop-down menu, select AutoCrat. Tip: having column headings are going to be helpful so you know which columns are going to correspond to which merge field. Once the data is in Google Sheets, you should make sure that each column in Google Sheets has a specific merge field that you want to map to your template. If you have your data in another spreadsheet format like CSV or Excel, that’s fine too. Typically, that includes a recipient list with unique values and fields for each recipient, using some of the common merge fields mentioned above.įor this mail merge with Google Docs and AutoCrat to work, you will need to get your data into Google Sheets. No mail merge is complete without a list of the values that you want to insert into your mail merge. We are going to need it in a Drive folder that you’ll remember and be able to access later. In the example above, the first name and company name fields have the brackets around them, so that AutoCrat will be able to know that these are merge fields and can map your data to them.Īfter you create your mail merge letter or email template in Google Docs, save it to your Google Drive. Here is a proposal for web design services for >: In your template, for anything that you want to be a merge field and have your spreadsheet data mapped to, you should have > brackets on each end of whatever placeholder where you want to map data. There is no magic “insert merge field” button for this, so you have to do this part yourself. You can draft your template as you would draft any letter or email, but with AutoCrat there is a special consideration when you want to insert fields. In Google Docs, it’s time to draft your mail merge template. In the actual email message that would go out to each contact, their first name and company names would appear.Ĭommon merge fields for use in mail merge templates include things like:Ĭreating a mail merge template with AutoCrat When you are doing any type of mail merge, you need two things – 1) a template and 2) data to merge into that template.įor example, here is what a simple draft email template looks like that you could use with a mail merge: Next, let’s get your document template and merge fields all set. Once you get to the add-ons marketplace, search for AutoCrat, then add it to your account. When you are in Google Sheets, you can go to the Extensions drop-down menu, then click Add-Ons and then Get Add-Ons. To get AutoCrat, you will need to open Google Sheets (Google’s spreadsheet software, similar to mail merge in Microsoft Excel). Our recommendation out of these? AutoCrat.ĪutoCrat lets you create personalized Google Docs documents in a relatively easy format. Mail merge add-ons for Google Docs include: There are many different add-ons out there, and you can spend hours and hours tinkering with them… It can’t do it on its own, so you need a third-party add-on for Google Docs to make it happen. The thing about Google Docs is that it does not natively do mail merge. Next, you will need a mail merge add-on for Google Docs Mail Merge Add-Ons for Google Docs Now the hard part’s over (not really though). Once you have your Gmail / Workspace account, you now have access to Google Docs. Google also has business accounts under the brand Google Workspace (formerly G-Suite) which starts at $6 / month / user. Step 1 of this is making sure you have a Gmail or Google Workspace (business account aka “G-Suite”) account so you can create the mail merge. Getting a Gmail / Google Workspace Account Is There an Easier Alternative to Google Docs for Sending Mail Merge Emails?.Pros & Cons of Google Docs for Mail Merge.Creating a mail merge template with AutoCrat.Getting a Gmail / Google Workspace Account.
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