May 2016

How Wizy.io’s Mail Merge & Doc Merge with Attachments add-on makes assessment report generation easy for the Fountainhead School

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Eighty five teachers at the Fountainhead School have increased their productivity by using Wizy.io’s Mail Merge & Doc Merge with Attachments. They use the add-on to generate assessment reports for their students.

Fountainhead is a K-12 International Baccalaureate school based in India. They have more than 1,600 students.

The teachers regularly send assessment reports to the parents of the students. For the senior students alone, approximately 2,000 documents and emails are generated per term.

Template

Fountainhead School’s Report Template

 

The task of creating and sending these reports used to be performed with Autocrat and PandaDoc. They then discovered how much more efficiently the job is done with one single product. They have since made the shift to Wizy.io’s Mail Merge & Doc Merge with Attachments.

The workflow begins when assessment logs are prepared on Google spreadsheets by the IT team. The logs include multiple formulas for automatic grade calculations. These logs are then shared with the teachers. The teachers enter marks and comments into the assessment log sheets. A report template is prepared. Reports are merged using the Wizy.io add-on. The add-on also takes care of sending these reports as PDF attachments in emails to parents.

Spreadsheet

Excerpt of Fountainhead School’s Assessment Logs Spreadsheet

 

Says IT head Chinki Chhapia, “Mail Merge & Doc Merge with Attachments has been a time-saver for us, increasing the productivity of teachers.”

Start using Wizy.io’s Mail Merge & Doc Merge with Attachments free! Get it from the Add-on Marketplace.

team-img

Wizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

Apol MassebieauHow Wizy.io’s Mail Merge & Doc Merge with Attachments add-on makes assessment report generation easy for the Fountainhead School
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How does email tracking work with Wizy.io?

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With Wizy.io, all the emails you send are tracked by default. You know instantly when they are opened. You also know when links are clicked.

How does email tracking work? Wizy.io embeds an invisible image inside your email. The image is hosted on Wizy.io’s servers, so we can log each instance that the image is loaded. Each time this happens, we read it as the email being opened. This includes instances when the email was opened on mobile.

Why are certain emails marked as not opened, when I know they have been? Email tracking will work as long as the recipient has chosen to show images by default when he opens his email. Remember that tracking works with an invisible image. If the recipient has set his email client to hide images, tracking will not work. Most email clients do not block images by default, though, so you will encounter this with just a small percentage of your recipients, if at all.

One other thing: You must send to a real email address for tracking to work. Emails that go to a service, for example, are not “opened” in the real sense of the word. That means the invisible image is not loaded. For example, if you send a message to support@wizy.io, it will go to a customer service software, and not an inbox. In this case, tracking will not work. All email tracking applications have this limitation.

What about link tracking? As with tracking for the opening of emails, the links go through our servers. We transform the links so that it passes through our servers first before redirecting it to the actual link. Every time the link is clicked, we log it. The information is then transmitted to you.

If you haven’t tried this free email productivity tool for Gmail yet, install Wizy.io at the Chrome Webstore right now.

Gino TriaGino Tria is a problem solver, an engineer, a teacher, and a student of entrepreneurship. He has been building and breaking software since he was a kid. Nowadays, as Wizy.io’s CPO and head of the product development team, Gino is responsible for all technical decisions and the architecture of the company’s products that are built on top of the Google Cloud Platform.

 

Gino TriaHow does email tracking work with Wizy.io?
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How to set parallel and conditional reviewers in Form Workflow

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Let’s talk about the reviewers in your workflow. Going back to the Human Resources example from our last blog post, you can see that the Form Workflow add-on is very easy to use if you have one reviewer.

But what if you have several? For example, if you have more than one supervisor who can give approval to day-off requests. In this case, you’ll be setting up a process called parallel validation.

parallel reviewers

 

What you do is you click the blue Setup reviewer(s) button on the sidebar. This will open a pop-up window. Here, you will write the email addresses of all your supervisors. Every time somebody submits a day-off request on Google Forms, all the supervisors will receive an email asking for validation. As soon as one of them acts on it (approves it, declines it, puts it on hold, or sends it back to the requestor), the request is closed to the others.

Now what if you want certain requests to go to one supervisor and other requests to go to another supervisor? For example, you want all types of day-off requests to go to Supervisor A  except vacation leaves. Those you want to go to Supervisor B. It’s time to set up a conditional validation process.

default

 

When you click on the Setup reviewer(s) button, you get the pop-up above. You will see the “default” line. Form Workflow will always have this, and the email address initially displayed will always be yours.

If you want Supervisor A to approve most day-off requests, you will type his email address here, to replace your own.

conditional reviewer

 

Now you want Supervisor B to approve vacation requests. What you do is you set up your Criteria (in this case “Type,” which the add-on detects from the spreadsheet column names), your operator (“Equal To”), and the Row Content. Here you put “Vacation.”

Every time somebody submits a Google form asking for a leave of type “Vacation,” this will be logged on the spreadsheet, and the add-on will take care of sending this particular request to Supervisor B.

If you haven’t tried this super-charged workflow tool yet, get Form Workflow here.

 

team-imgWizy.io’s customer success director Apol Massebieau has been a newspaper journalist, magazine editor, TV show host/producer, essay and fiction writer, and toy designer. She was an early adopter of Etsy and continues being fascinated by how small businesses thrive online.

 

Apol MassebieauHow to set parallel and conditional reviewers in Form Workflow
Read more