G Merge

How wizy.io makes issuing receipts faster and easier with Google Sheets – Robert Ransley, The Anglo House Academy

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Robert Ransley is the founder of The Anglo House Academy, in Extremadura, Spain. An English-language learning center that employs modern education methods such as Project Based Learning and Flip It, the academy has a broad client base, ranging from schoolchildren interested in a second language to professionals relocating to the UK and needing to improve their English.

Business is thriving. “I’ve lived in this area for almost 20 years so I’m well-known,” says Robert. “Once word got out that I was opening an academy, word of mouth took over.”

Organizational efficiency is important for any entrepreneur, and Robert knew that one area that needed improvement was how The Anglo House issued receipts. In the beginning, they would do it the old-fashioned way. “I’d write them out by hand,” he says.

He started keeping their clients’ data in Google Sheets and, looking for a productivity tool, he went into the Add-ons marketplace, where he discovered G Merge from wizy.io. The add-on has two parts, Document Merge and Mail Merge.

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Document Merge takes data entered into a spreadsheet, enters it into a document or spreadsheet template, and from these it automatically creates a document or a PDF file. This is how The Anglo House issues their receipts now. Robert uses the add-on regularly. “Especially at the beginning of the month,” he adds.

He says that he has not seen the need to try other solutions since discovering Data Merge. “This one is quite user-friendly and does everything I need it to do.”

“I keep my clients by delivering quality,” says the language coach. With Data Merge making sure that administrative tasks are handled better, Robert can now devote more of his energies to delivering the academy’s core service of providing English education to non-native speakers. “I go a lot faster with Data Merge,” he says. “It helps me save a lot of time.”

You can try G Merge by clicking here.

Apol MassebieauHow wizy.io makes issuing receipts faster and easier with Google Sheets – Robert Ransley, The Anglo House Academy
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Why I use G Merge for Drive – Maxence Lacroix, CEO, javry.com

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

screenshotG Merge allows you to send personalized emails in 3 steps right from your spreadsheet.

It is part of G 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 G Merge.”

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 G Merge by clicking here.

Jarvy 7 composed 2

Apol MassebieauWhy I use G Merge for Drive – Maxence Lacroix, CEO, javry.com
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Invoice your clients with Google Docs and Sheets

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

G 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 G 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 G Merge here.

Or schedule a free demo with us.

Apol MassebieauInvoice your clients with Google Docs and Sheets
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