Add-Ons

How does email tracking work with G Merge?

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With G Merge, all the emails you send are tracked by default. You know instantly when they are opened.

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 G Merge from the G Suite Marketplace 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.

Laurent GasserHow does email tracking work with G Merge?
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How to set parallel and conditional reviewers in Form Workflow Plus

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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.

Install Form Workflow Plus from the G Suite Marketplace now and try it for 2 weeks for free!

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 Plus
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Here are the latest improvements on G Merge: the Mail Merge & Doc Merge add-on

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We consider our community of users as invaluable partners in building really useful products. We’re always listening to what you have to say. Based on your feedback, we’ve just released the following features to our popular G Merge: Mail Merge & Doc Merge add-on:

1. Templates are now listed alphabetically.

This makes your searching easier, and (hopefully!) your work go faster.

1 templates data merge

2. A unique PDF file can be attached  to your emails.

Clicking on “select” will open a window which will show you the PDF files stored in your Drive. Pick one, and it will be sent to each recipient of the emails you are generating.

2 mail merge pop out

3. The “From” field can be customized.

We’ve made it possible to write the name you want to appear in the From field of your email. Now you can go a step further in personalizing your communication.

3 mailmerge popout

Keep letting us know what you think. We’re constantly working to give you the most useful mail merge and document merge product on the market.

If you haven’t tried it yet, get the add-on here.

momoWizy.io product manager Mohamed Bahri started his career in informations systems  consulting with companies like Accenture and E&Y, before going on his own and working freelance for different SAP programs as project manager. “My passion is entrepreneurship and business development,” says Mohamed, who co-founded Wizy.io in 2015.

Mohamed BahriHere are the latest improvements on G Merge: the Mail Merge & Doc Merge add-on
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