All posts tagged: Data Merge

Why I use Mail Merge for Drive – Maxence Lacroix, CEO, javry.com

No comments

Maxence Lacroix, CEO of the Belgian subscription coffee company Javry, was looking for a better way to communicate with his clients when he discovered Mail Merge for Drive by wizy.io.

He had decided to start emailing his customers in a more personal manner. There was, after all, much good news to share. The company had found an investor, and with an expanded product line, they were set to start delivering their freshly ground coffee selections right to the mailboxes of clients in three more countries. From the current customer base located in Belgium, France and Luxembourg, they were ready to serve subscribers in Germany, Switzerland and Holland, as well.

Mailchimp was already being used to send newsletters to a database of 10,000 email addresses, but the mass email marketing service was not what Maxence wanted for his new purpose.

Most of the people in their database were companies and individuals who had signed up to receive javry.com news, but were not paying customers. “These are two different kinds of contacts,” says Maxence, differentiating between the former and latter groups. “We want to treat our clients as unique,” he says, “not one in a list of 1,500 emails.  We want to personally send news about the company to them. I don’t think Mailchimp is the right solution for that.”

After some research, Maxence decided that for the kind of targeted, personalized email communication he needed, Mail Merge for Drive by wizy.io was just what his company was looking for.

screenshotMail Merge for Drive allows you to send personalized emails in 3 steps right from your spreadsheet.

It is part of Data Merge, a Google Sheets add-on developed by wizy.io that offers two functionalities: One is Document Merge, which allows the user to transform his spreadsheet into a document generation tool. The other function, Mail Merge, lets a user create and send personalized emails without ever leaving his data-source spreadsheet.

Maxence tried other mail merge solutions before making his final choice. For example, he tested Yet Another Mail Merge. “I didn’t like it. It was simply not as obvious as yours.” He continues, “I like the way you put the pop-up box on the right side of the spreadsheet, and that you have just 3 steps. The email template is very well done. I like the fact that you can do it all in your Drive. With Yet Another Mail Merge, I think that you first have to write the draft in your Gmail account… There were several tools available, but I found that your solution was the easiest to use.”

He is above all satisfied with the results that he has been getting with the personalized email approach. Using Mail Merge for Drive, Maxence has succeeded in better connecting with Javry’s coffee-loving clients. “My customers feel more respected. They have the impression that I am taking the time to write a personal email. This is the main reason we use Mail Merge for Drive.”

Proof of his success is that his clients write back. “One said, ‘Hi Maxence, I wish you good luck and enjoy this new challenge.’ Customers also feel happy for the company,” he says. “This was exactly my goal.”

You can try Mail Merge for Drive by clicking here.

Jarvy 7 composed 2

Apol MassebieauWhy I use Mail Merge for Drive – Maxence Lacroix, CEO, javry.com
Read more

Invoice your clients with Google Docs and Sheets

No comments

Adam manages an IT support company for homes and small businesses. The company offers services covering hardware and software, as well as phones and networks. They’ll even come to your home to give you a lesson or two.

He used to make their monthly invoices one by one, by copying information that he would enter into a Google spreadsheet as clients’ requirements came in.

Then he discovered Data Merge, and what used to take him an entire afternoon at the end of each month now takes him just 5 minutes.

Data Merge is an add-on from wizy.io that transforms Google Sheets into a document generation and mail merge tool.

Adam makes a template for his invoice on Google Docs once. (You can use the template we have prepared here.) Then, at month’s end, all he has to do is run the add-on from his spreadsheet and Data Merge takes care of filling his invoice template with the details specific to the client.

Because Adam chooses the mail merge option, all the invoices made are automatically sent to their clients as PDF files.

You can get Data Merge here.

Or schedule a free demo with us.

Apol MassebieauInvoice your clients with Google Docs and Sheets
Read more

Send appointment reminders with a click

No comments

Peter is the office manager of Inside Click, a company specializing in food styling and photography. Every day, he needs to shoot an email to different members of their team of stylists and photographers, reminding each one of his projects for the next day.

He used to this manually, copying the information off a spreadsheet, and pasting this into his email. With Data Merge, Peter now shaves off a big chunk of time performing the tedious task.

Developed by wizy.io, Data Merge is an add-on that transforms Google Sheets into a document generation and mail merge tool.

Peter will only need to make a document template containing their project details, listing client, location, time, and other requirements. With a click, Data Merge will link Peter’s spreadsheet data to this template, and then send it off as an email to the team.

Get Data Merge free here.

Or learn more about it: Schedule a demo by clicking here.

You can also use Data Merge for:
Thank-you letters
Monthly employee reporting
Events invitations
Monthly customer invoicing
Classroom evaluation reports
Training programs

Apol MassebieauSend appointment reminders with a click
Read more