Create Mail Merge: Difference between revisions
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=== 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, | 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]. | ||
=== YAMM (Yet Another Mail Merge) === | === YAMM (Yet Another Mail Merge) === | ||
Revision as of 19:28, 3 October 2023
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| 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
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.
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.
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.
Microsoft Outlook
If you are one of the few individuals using Microsoft Outlook on campus, then you can follow these instructions from Microsoft to get started with Mail Merges.