Simplify enterprise operations and attain extra with the brand new additions to Author’s doc merge capabilities!
For the previous few months, we’ve been working to carry you these new options to make the mail merge course of extra environment friendly and complete.
Let’s dig in!
1. The choice-making matrix
Merged paperwork, like surveys and questionnaires, might be highly effective decision-making instruments that provide help to decide which enterprise concepts to deal with subsequent.
Now, you may view responses to matrix selection questions as a desk in your merged paperwork—and it doesn’t finish there. You may merge particular responses to matrix selection questions as nicely. Make well timed choices primarily based on clear visible information.
Right here’s an instance. Let’s say you want to run a survey. You may create a Zoho Kind for that and place a number of matrix fields with a bunch of questions which have the identical doable choices as responses. Choose this Zoho Kind as the info supply and insert the complete matrix area, or solely the required questions into your merge template. Right here’s a snapshot of how the responses will seem within the output doc after merging.
2. Test/uncheck utilizing situations
Let’s say you’ve acquired a listing of tech specs, and you must examine solely the specs provided in your product, whereas leaving the remainder unchecked. Obtain this by writing a easy situation!
Insert a checkbox area, configure a situation, and the sphere shall be checked or unchecked accordingly.
3. Merge preferences: Say goodbye to empty tables!
As a lot of a ache as undesirable content material is, undesirable clean house is simply as undesirable. Throughout mail merge, a area may be empty for a selected recipient. It’s preferable to cover these fields from these recipients. With Merge Preferences, you may decide to cover pointless clean areas in your merged paperwork to make them look cleaner and clearer. Learn extra.
4. Use values from cells in the identical or perhaps a completely different desk
Utilizing the desk cell, you may consult with a price, phrase, or method in a single desk, and it’ll seem mechanically in a distinct cell on the identical desk, one other desk, or wherever in your merged doc.
Need the gross wage worth in Desk 1 to mechanically seem in Desk 2 so you may calculate internet wage? We acquired you!
5. Ship out emails from a distinct sender identify
Now you can ship emails with merged paperwork from customized names. Your chosen identify will seem instead of the mail consumer’s identify. Learn extra.
6. Remodel CRM content material into Mail Merge content material
A lot of you’ve gotten requested to make use of content material out of your CRM templates as your electronic mail’s physique. Nice concept!
Let’s say you run a marketing campaign and ship out personalised paperwork to your clients utilizing Mail Merge. You’ve a promotional message prepared in your CRM. With Author, now you can have this message straight from CRM into your electronic mail’s physique.
7. Fetch information from any supply
Your information supply selections at the moment are limitless. Moreover Zoho’s pre-set information supply selections, now you can fetch information from any supply, like Google Sheets, MS Excel, or Google Kinds, and merge it utilizing Deluge Customized Features.
8. Permit recipients so as to add a stamp to paperwork utilizing Zoho Signal
Supply your clients, enterprise companions, and many others. the choice so as to add their organisation’s stamp to the merged paperwork utilizing Zoho Signal. Merely insert the stamp area, from the listing of signer fields, in your merge template and the recipients can simply add their stamp to that area within the merged doc that they obtain.
That’s all for now. Keep tuned for extra!
Want help? Write to us at help@zohowriter.com
Comfortable writing!
