G Merge Plus

Letting Your Business Thrive Amidst COVID-19

No comments

Putting up a business can be both exhilarating and challenging. Consider Maria, who recently organized a team of fitness professionals. She’s fulfilling a life-long dream of spreading the benefits of health and wellness by creating personalized programs for clients. However, Maria’s months of planning was threatened to be shelved when the COVID-19 pandemic hit.

Ever the optimist, her team embarked on moving their operations online. They’ve refocused to bank on the wide reach of the Internet in providing their services. As a G Suite user, make the most of the native apps (Docs, Sheet, Form) by using these to manage your processes. Here are essential tips in making your business thrive in the midst of the COVID-19 pandemic:

Establish your online presence with a regular stream of promotional contents

Take advantage of social media, blogs, vlogs, and newsletters. It helps to plan ahead by scheduling a lineup of contents. In Maria’s case, she created a team of editors and established an approval process for queuing topics for publication. They’ve set to the task of promoting their advocacies paired with activities that can be done at home. These were opportunities to send out offers to potential customers regarding their health and wellness services.

A workflow app such as Form Workflow Plus helped automate their approval process for online contents. Its ease of setup allowed Maria’s team to focus more on fleshing out ideas instead of devoting hours manually managing requests. At the end of the day, the add-on helped track which ideas were approved then queue them for publication.

Form Workflow Plus offers a 14-day free trial. Sign up here.

Reach out with a personal touch

This pandemic has forced people to shy away from crowds and face to face interactions. Take this opportunity to deliver messages of assurance. Highlight how your business can bridge physical and emotional gaps.

For Maria, she emphasized the importance of providing personalized wellness programs. Her newsletters provided practical tips and offered their services via video conference calls.

Engage your potential clients to generate a buzz around your products or services

With the wide range of smartphones and compact cameras, creating personal videos has never been easier. These can be published on social media sites such as Facebook or YouTube to reach a wider audience. Use these channels to create short videos highlighting product features and personal anecdotes.

For Maria, her team prepared 5-minute exercises that were easy to follow. They also prepared a series of chair yoga poses for those working at home.

The next step was to host webinars to promote health and wellness while on lockdown. These sessions paved the way to web-hosted group exercises. To add a personal touch to their customer communications, they used G Merge Plus in sending out invitations. This add-on also helped Maria’s team create personalized certificates of participation for the attendees.

G Merge Plus offers a free trial. You can sign up here.

For Maria’s team, customers began signing up for their personalized programs. Through word of mouth referrals and their quality online contents, Maria’s business was able to survive and even thrive amidst the pandemic.

If you’re a business owner whose operations recently moved to the cloud, Form Workflow Plus and G Merge Plus can help you. Book a demo today:

Marko ArcegaLetting Your Business Thrive Amidst COVID-19
Read more

Managing Contractor Timesheet Approvals with Form Workflow Plus and G Merge Plus

No comments

The global reach of the Internet has allowed for a paradigm shift in the way people work. Service contractors thrive in freelance works as they enjoy the perks of flexible hours and freedom from the four corners of an office cubicle. Dubbed digital nomads, they belong to a pool of multi-talented individuals who can easily adapt to the ever-changing technological landscape.

Managers who supervise these service contractors also face novel challenges. Consider Tom, who founded a company for an online marketplace based in New York. He has outsourced a majority of the development work and website management to John, a service contractor based in Thailand. Besides dealing with the physical distance, Tom has to keep track of timely service delivery. More importantly, Toms needs an accurate means of keeping track of the hours John has put in and invoiced each month.

This is where a workflow app such as Form Workflow Plus can help Tom provide a transparent and automated validation process for John’s timesheet approvals. After installing the add-on from the G Suite marketplace, Tom was able to focus his time and efforts on company growth knowing John is properly compensated. Businesswise, Tom cut costs as there’s no longer a need to buy expensive time management tools. With G Suite, everything can be automated.

Using Form Workflow Plus, here are important tips on how Tom was able to achieve success:

1. Prepare a worksheet for contractors to log the number of hours worked

In line with digitizing processes, managers can use online tools such as Google Sheets for this purpose. This promotes a relationship built on transparency and sets the stage for quick resolution should any dispute arise.

Create a worksheet template which contractors can modify. Here’s a sample:

At the very least, the worksheet should have:

  • Sheet title set to contractor name
  • Use the same template for each month and place in individual sheets
  • Daily logs of hours worked broken down into specific projects
  • Tally of total hours worked with hourly rate factored in

2. Create a Google Form to collect timesheet approval requests

At the end of each month, John submits this timesheet for approval. Create a validation process to ensure accuracy which can include the team leader, area manager, and finance department as reviewers.

An effective form should capture:

  • The contractor name and/or number
  • The inclusive month for the timesheet
  • Email address
  • Link to the digital timesheet
  • Quick overview of total hours worked

3. Setup an approval process to check for accuracy and establish an audit trail

Form Workflow Plus can automate the validation process on your behalf. The following features make the product great at managing workflows:

  • Easy one-time setup
  • Handles multi-step approvals
  • Conditional approvals for routing requests based on specific criteria
  • Web application for managing workflows, users, and billing

Form Workflow Plus has a 14-day free trial. Sign up here.

The form responses above can be collected on a Google Sheet where, in turn, Form Workflow Plus is activated as an add-on. Here’s a sample sheet collecting the above information:

Setting up a workflow is easy! We prepared a guide for you:

4. Use a document and mail merge app to automate invoice creation for approved requests

WIzy’s G Merge Plus is also a Google Sheets add-on that can create personalized invoices based on a template. On top of this, each created document can be emailed out as part of its mail merge feature. This is useful in case the Finance Team or Accounting Department needs to be notified. Here are some of the reasons G Merge Plus would be a perfect complement to timesheet approvals:

  • Works on Google Sheet so it can be activated on the same Form Workflow Plus worksheet
  • Can be set with filters to process rows of data marked “Approved”
  • Automates the merge process by using an invoice template
  • Can be set to send the merged documents as attachments using the mail merge feature
  • Has a drag-n-drop email editor for creating content-rich email templates
  • Try for free! Sign up here.

Read more about G Merge Plus’s features here:

For questions, Form Workflow Plus and G Merge Plus both come with a dedicated support team at support@wizy.io. Set a demo via this link:

Marko ArcegaManaging Contractor Timesheet Approvals with Form Workflow Plus and G Merge Plus
Read more

Create Professional Email Templates with the G Merge Plus Drag-N-Drop Editor

No comments

When we released G Merge Plus, one of the new features exclusively available in this new version is the Drag-N-Drop Email Editor, which makes it easy to create professional-looking newsletters, marketing materials, and event or announcement emails. 

Templates made simple

The Drag-N-Drop editor is different from the original Simple Editor in that it uses a “What you see is what you get” (WYSIWG) interface where you simply drag components from the sidebar into your main template, and insert or modify the content accordingly. 

To start creating fresh templates, all you need to do is sign in to //app.gmergeplus.com and click on the “Templates” link at the top. Click the + sign to create a new email template, and select “CREATE WITH DRAG-N-DROP EMAIL EDITOR.” 

Instant formatting for content

The Drag-N-Drop Editor has two components: the main template on the left side which shows you how your email is going to look, and the sidebar on the right side from where you can select and tweak the settings and content.  

The building blocks of your email template

The right sidebar has three tabs: Content, Blocks, and Body. 

  • Content 
    • Columns – various column counts and widths
    • Button – add and format a clickable button
    • Divider – add a divider bar to segregate content
    • HTML – a source code box for those who know to format with HTML
    • Image – insert an image
    • Text – add a text box
  • Blocks 
    • Modular arrangements of content with varying columns and widths you can arrange per row
  • Body
    • Background color – pick a background color from the palette
    • Content width – define how wide or narrow your content will be
    • Font family – select the typeface to apply to your email
    • Link color – the color of the clickable links
    • Underline – choose to show links with an underline or not

Templates in a few easy steps

Let’s create a sample newsletter to show how simple it is to use the editor. 

First, select the “Image” box and drag it to the left. 

You can then upload an image to the template, usually a banner or header containing your company logo or topic. 

Click “X” when done and select the next component.

In this case, let’s add a text box by dragging the text into the next row. 

Then, click on the text box and type in the email topic, a “Newsletter for software updates.” Note that you can format the text as you wish with the available formatting options both above the text box and the right sidebar. 

Then you can add a divider, which you can also format. 

To add the next sections, you can add blocks with a narrower column to the left for the logo and some text updates on the right.

Now you can click on the “Add Content” buttons inside the columns to add the content, or you can drag other content blocks onto them. 

In this case, we’ll drag the “Image” box on the left side and add the G Merge Plus logo, and drag the “HTML” box on the right side where we can add some bullet point updates about G Merge Plus. 

Looking good! But wait, let’s personalize our newsletter so that we address our customers properly. We can drag a text box below the divider and above the content, then add tags from our spreadsheet. 

We can also customize the background of the email. In this case, the G Merge Plus theme is light green, so we can click on the “Body” tab on the right side to pick the right color. We can also change the font if we wish. 

Now our template is looking good! But how does it look on mobile devices? You can click the preview button at the bottom left corner of the editor.

You can then toggle between the mobile and desktop previews of your newsletter. 

And when you’re done, simply save your template by clicking the Save icon on the upper right corner. Don’t forget to add the Subject Line to your email. 

Load it up from the G Merge Plus add-on

To use your new template, simply go to your spreadsheet, run G Merge Plus, and under Mail Merge > Email template > click “select/create” and use the template you’ve just created. (You should be able to easily see which ones were created using the Drag-N-Drop Editor.)

As simple or as complex as you want it to be

As you can see, it doesn’t take much to create your own email templates like a pro. If you’ve shied away from using banners, tables, or multiple columns, you no longer need to fear because the Drag-N-Drop editor makes it so easy for anyone to use. 

For those who DO have advanced knowledge of HTML, you can format as you please within the HTML box. 

Do feel free to give our Drag-N-Drop editor in G Merge Plus a try and please leave a comment below or get in touch with us if you have any questions or would like a demo!

Leica PalileoCreate Professional Email Templates with the G Merge Plus Drag-N-Drop Editor
Read more