Search for “Autocrat” in the Google Workspace Marketplace (formerly Google Apps Marketplace and later G Suite Market Place). Open the Google Sheet containing your data and click Add-ons > Get add-ons. Once your Google spreadsheet and Google document are ready, you need to install the Autocrat add-on.įollow these steps to install the add-on: An example of a merge field you could use is >. To add merge tags, enter your column headings and enclose them within the > symbols. To do this, type your email body in a Google Doc and add merge tags to it.Ī merge tag is a placeholder where Autocrat will insert the data from your Google Sheet. Next, create your main document - the file containing the message you’ll send, with placeholders to insert your data. These headers can be anything, like First name, Title, Company, Address, etc.įor example, here’s the Google Sheets data file I’ve created: Create the Data File and Main Documentīefore using Autocrat, we need to create the data file and template document required for the mail merge process.Ĭreate a Google Sheet containing the data you want to merge - this Google Sheet will be your data file.Įnsure that you include a header for each data column you’ll use to personalize your Google Docs document. Now that you know what you’ll need for a mail merge workflow, I’ll go over how to perform a mail merge in the Google Docs web app using Autocrat: A.
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