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, could be highly effective decision-making instruments that allow 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’ll be able to merge particular responses to matrix selection questions as effectively. Make well timed selections based mostly on clear visible information.
Right here’s an instance. Let’s say you want to run a survey. You’ll be able to 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 information supply and insert all the 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. Test/uncheck utilizing situations
Let’s say you’ve obtained a listing of tech specs, and it’s important to test 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 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 subject is likely to 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 check with a worth, phrase, or method in a single desk, and it’ll seem robotically in a unique cell on the identical desk, one other desk, or anyplace 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 obtained you!
5. Ship out emails from a unique 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
Lots of you’ve requested to make use of content material out of your CRM templates as your e mail’s physique. Nice thought!
Let’s say you run a marketing campaign and ship out customized paperwork to your prospects utilizing Mail Merge. You may have a promotional message prepared in your CRM. With Author, now you can have this message immediately from CRM into your e mail’s physique.
7. Fetch information from any supply
Your information supply selections are actually limitless. Apart from Zoho’s pre-set information supply selections, now you can fetch information from any supply, like Google Sheets, MS Excel, or Google Varieties, and merge it utilizing Deluge Customized Capabilities.
8. Permit recipients so as to add a stamp to paperwork utilizing Zoho Signal
Supply your prospects, 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 listing 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 help@zohowriter.com
Pleased writing!
