Simplify enterprise operations and achieve extra with the brand new additions to Author’s doc merge capabilities!
For the previous few months, we’ve been working to deliver 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, could be highly effective decision-making instruments that assist you to decide which enterprise concepts to sort out subsequent.
Now, you may view responses to matrix selection questions as a desk in your merged paperwork—and it doesn’t finish there. You possibly can merge particular responses to matrix selection questions as properly. Make well timed choices based mostly on clear visible information.
Right here’s an instance. Let’s say you want to run a survey. You possibly can 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. Decide this Zoho Kind as the info supply and insert your entire matrix subject, 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. Verify/uncheck utilizing circumstances
Let’s say you’ve bought a listing of tech specs, and it’s important to examine solely the specs provided in your product, whereas leaving the remainder unchecked. Obtain this by writing a easy situation!
Insert a checkbox subject, configure a situation, and the sector will probably 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 subject could be empty for a specific recipient. It’s preferable to cover these fields from these recipients. With Merge Preferences, you may choose 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 totally different desk
Utilizing the desk cell, you may consult with a price, phrase, or method in a single desk, and it’ll seem robotically 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 robotically seem in Desk 2 so you may calculate internet wage? We bought you!
5. Ship out emails from a distinct sender title
Now you can ship emails with merged paperwork from customized names. Your chosen title will seem rather than the mail shopper’s title. Learn extra.
6. Remodel CRM content material into Mail Merge content material
Lots of you will have requested to make use of content material out of your CRM templates as your e-mail’s physique. Nice concept!
Let’s say you run a marketing campaign and ship out customized paperwork to your clients utilizing Mail Merge. You will have a promotional message prepared in your CRM. With Author, now you can have this message straight from CRM into your e-mail’s physique.
7. Fetch information from any supply
Your information supply selections at the moment are limitless. In addition to Zoho’s pre-set information supply selections, now you can fetch information from any supply, like Google Sheets, MS Excel, or Google Types, and merge it utilizing Deluge Customized Features.
8. Enable recipients so as to add a stamp to paperwork utilizing Zoho Signal
Supply your clients, enterprise companions, and so on. the choice so as to add their organisation’s stamp to the merged paperwork utilizing Zoho Signal. Merely insert the stamp subject, from the checklist of signer fields, in your merge template and the recipients can simply add their stamp to that subject within the merged doc that they obtain.
That’s all for now. Keep tuned for extra!
Want help? Write to us at assist@zohowriter.com
Joyful writing!
