G Merge

Teachers Performance Appraisal improved at Associated Hebrew School with our add-ons

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Brian Pugh is one of our favorites from our supportive group of education users. The head of literacy  of the Associated Hebrew Schools of Canada is a dedicated user of our add-on Mail Merge & Doc Merge with Attachments. With it, he has built a system that automates his school’s Teacher Performance Appraisal.

We recently chatted with him again. We discovered that he has optimized his use of the add-on. He has also incorporated into his process our Form Workflow add-on.

Their vice-principal or one of the two principals evaluates a teacher by submitting a Teacher Performance Appraisal. There are about 160 questions in this appraisal. The resulting spreadsheet is more than 700 columns wide. Brian has set up Mail Merge & Doc Merge add-on to merge all of this spreadsheet data into one document every time a TPA is logged.

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This is where Form Workflow comes in. If it is the vice-principal submitting the evaluation, the add-on is used to get approval for the merged document from one of the two principals.

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Once this is done, the evaluated teacher is sent the TPA, along with a link to a Teacher Comments form. The comments make their way back to the original spreadsheet. This activates the the Mail Merge & Doc Merge add-on a second time. Another merged document is generated. This one contains both the TPA and the teacher’s comments.

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The second document is stored in a folder named “TPAs ready for signature.” The principal is notified automatically that it is there. He e-signs it, then forwards it to the assessed teacher for his e-signature.

Asked how satisfied he was with the process on a scale of 1 to 5, Brian answers with a resounding, “5!” And because we help make the  jobs of our community members easier, we are just as glad as he is.

Start using Wizy.io’s add-on free on the Add-on Marketplace! Get Mail Merge & Doc Merge with Attachments and Form Workflow.

 

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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 MassebieauTeachers Performance Appraisal improved at Associated Hebrew School with our add-ons
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How G Merge: 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 G Merge add-on. 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.

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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 G Merge: 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.

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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 G Merge free (for 2 weeks)! Get it from the Add-on Marketplace.

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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 G Merge: 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 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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