Create Mail Merge: Difference between revisions
No edit summary |
|||
| Line 15: | Line 15: | ||
== Riverdale Mail Merge Tools == | == Riverdale Mail Merge Tools == | ||
=== Gmail Mail Merge === | === Free Services === | ||
==== Gmail Mail Merge ==== | |||
Gmail introduced a new mail merge feature built right into Gmail. For simple mail merges at Riverdale, this might be the perfect solution for you. For more information on how to use this, refer to [https://support.google.com/mail/answer/12921167?hl=en Google's support article here]. | Gmail introduced a new mail merge feature built right into Gmail. For simple mail merges at Riverdale, this might be the perfect solution for you. For more information on how to use this, refer to [https://support.google.com/mail/answer/12921167?hl=en Google's support article here]. | ||
=== Veracross/Axiom Composer === | ==== Veracross/Axiom Composer ==== | ||
Veracross/Axiom Composer is used by a few administrators on campus for communicating with students, family, and other Riverdale community members. Veracross Composer works natively within our student information system (SIS) and can also work with more complex queries. If you are interested in using this, {{tsreq}} so that you can receive proper training on how this is used at Riverdale within Veracross. More information about Composer can be found [https://community.veracross.com/s/article/Launching-Composer here on Veracross' documentation site]. | Veracross/Axiom Composer is used by a few administrators on campus for communicating with students, family, and other Riverdale community members. Veracross Composer works natively within our student information system (SIS) and can also work with more complex queries. If you are interested in using this, {{tsreq}} so that you can receive proper training on how this is used at Riverdale within Veracross. More information about Composer can be found [https://community.veracross.com/s/article/Launching-Composer here on Veracross' documentation site]. | ||
= | ==== Form Mule ==== | ||
=== Form Mule === | |||
[https://workspace.google.com/marketplace/app/form_mule_email_merge_utility/968670674230 Form Mule Add-on in Google Sheets] | [https://workspace.google.com/marketplace/app/form_mule_email_merge_utility/968670674230 Form Mule Add-on in Google Sheets] | ||
If you prefer working with spreadsheets, you might want to consider Form Mule. Form Mule is often used in conjunction with Google Forms responses or other data driven spreadsheets. For more information on how to use this, refer to [https://blog.sheetgo.com/education-processes/how-to-use-formmule-add-on-for-google-sheets/ Form Mule tutorial article] to get started. | If you prefer working with spreadsheets, you might want to consider Form Mule. Form Mule is often used in conjunction with Google Forms responses or other data driven spreadsheets. For more information on how to use this, refer to [https://blog.sheetgo.com/education-processes/how-to-use-formmule-add-on-for-google-sheets/ Form Mule tutorial article] to get started. | ||
=== Autocrat === | ==== Autocrat ==== | ||
[https://workspace.google.com/marketplace/app/autocrat/539341275670 Autocrat Add-on in Google Sheets] | [https://workspace.google.com/marketplace/app/autocrat/539341275670 Autocrat Add-on in Google Sheets] | ||
If you prefer working with spreadsheets, AND want to generate custom PDF attachments, Autocrat might be a good tool to learn. Autocrat is often used in combination Google Form submission triggers, and will automatically send emails with PDF attachments to individuals. You can create a PDF template with placeholders that are then filled in based on label mappings. For more information on getting started with Autocrat, check out our [https://howdoi.riverdale.edu/wiki/Use_Autocrat_with_Google_Sheets howdoi article here]. | If you prefer working with spreadsheets, AND want to generate custom PDF attachments, Autocrat might be a good tool to learn. Autocrat is often used in combination Google Form submission triggers, and will automatically send emails with PDF attachments to individuals. You can create a PDF template with placeholders that are then filled in based on label mappings. For more information on getting started with Autocrat, check out our [https://howdoi.riverdale.edu/wiki/Use_Autocrat_with_Google_Sheets howdoi article here]. | ||
=== Paid Services === | |||
These tools requires licensing. Please {{Tsreq}} if you would like to discuss using them. | |||
==== YAMM (Yet Another Mail Merge) ==== | |||
[https://workspace.google.com/marketplace/app/yet_another_mail_merge_mail_merge_for_gm/52669349336 YAMM Add-on in Google Sheets] | |||
If you prefer working with spreadsheets, you might want to consider YAMM. YAMM is often used in conjunction with Google Forms responses or other data driven spreadsheets. For more information on how to use this, refer to [https://support.yet-another-mail-merge.com/hc/en-us/articles/115003400145-Send-your-first-mail-merge-with-YAMM YAMM's support article] to get started. Please note this is a service | |||
==== Mail Merge with Attachments ==== | |||
Another spreadsheet-based tool, [https://workspace.google.com/marketplace/app/mail_merge_with_attachments/223404411203 Mail Merge with Attachments (now called Mail Merge for GMail)] is another good option. | |||
Revision as of 19:37, 3 October 2023
 | |
|---|---|
 | |
| Summary | Learn about mail merge tools commonly used at Riverdale |
| Author | Maintained by Matthijs van Mierlo |
| Help | Get help with this article |
| Status | in need of review. |
Why Mail Merges?
Mail merges allow you to personalize emails to groups of users. Mail merges are ideal if you want to send similar emails with customized content to different people. Many tools and platforms have mail merge capabilities now. To learn about the tools Riverdale commonly uses and/or recommends, continue reading below.
Riverdale Mail Merge Tools
Free Services
Gmail Mail Merge
Gmail introduced a new mail merge feature built right into Gmail. For simple mail merges at Riverdale, this might be the perfect solution for you. For more information on how to use this, refer to Google's support article here.
Veracross/Axiom Composer
Veracross/Axiom Composer is used by a few administrators on campus for communicating with students, family, and other Riverdale community members. Veracross Composer works natively within our student information system (SIS) and can also work with more complex queries. If you are interested in using this, submit a tech support request so that you can receive proper training on how this is used at Riverdale within Veracross. More information about Composer can be found here on Veracross' documentation site.
Form Mule
Form Mule Add-on in Google Sheets
If you prefer working with spreadsheets, you might want to consider Form Mule. Form Mule is often used in conjunction with Google Forms responses or other data driven spreadsheets. For more information on how to use this, refer to Form Mule tutorial article to get started.
Autocrat
Autocrat Add-on in Google Sheets
If you prefer working with spreadsheets, AND want to generate custom PDF attachments, Autocrat might be a good tool to learn. Autocrat is often used in combination Google Form submission triggers, and will automatically send emails with PDF attachments to individuals. You can create a PDF template with placeholders that are then filled in based on label mappings. For more information on getting started with Autocrat, check out our howdoi article here.
Paid Services
These tools requires licensing. Please submit a tech support request if you would like to discuss using them.
YAMM (Yet Another Mail Merge)
If you prefer working with spreadsheets, you might want to consider YAMM. YAMM is often used in conjunction with Google Forms responses or other data driven spreadsheets. For more information on how to use this, refer to YAMM's support article to get started. Please note this is a service
Mail Merge with Attachments
Another spreadsheet-based tool, Mail Merge with Attachments (now called Mail Merge for GMail) is another good option.