In the digital age, mastering mail merge in Google Docs is a valuable skill. We guide you through this process while sharing our insights and tips. Explore alternatives to elevate your document management game.
What Is Mail Merge?
Mail merge is a powerful feature in Google Docs that allows you to personalize and automate the process of creating multiple documents, such as letters, labels, or emails. It's particularly handy when you need to send out a large number of documents with individualized content, like personalized greetings or contact details.
How to Mail Merge from Google Sheets to Google Docs (Step-by-Step)
Step 1. Open Google Sheets:
Open the Google Sheet containing the data you want to merge into the document.
Step 2. Include Headers:
Ensure each data column has a header. These headers can be anything, like First name, Title, Company, Address, etc.
Step 3. Create or Open Google Doc:
Create a new Google Doc or open an existing one.
Step 4. Access Add-ons:
Click on "Add-ons" in the top menu bar.
Step 5. Explore Add-ons:
Click " Mail Merge > Start" to access the Google Workspace Marketplace.
Step 6.Adjust the merge field:
Select the merge field then click Add
Step 7. In the Email setting box
Select Email to Email
Step 8. Send Merged Document:
Click "Test Mail" and the click Merge to send the merged document to your recipients.
How to Mail Merge in Google Docs Using Add-on
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Installing the Autocrat Add-on:
Step 1: Access your Google Sheet containing the data and go to Add-ons > Get add-ons.
Step 2: Search for "Autocrat" in the Google Workspace Marketplace, install the mail merge add-on, select your account, and grant necessary permissions.
Using Autocrat for Mail Merge:
Step 1: Open your Google Spreadsheet, then navigate to Add-ons > Autocrat > Open to launch Autocrat.
Step 2: Inside Autocrat, click on "NEW JOB."
Step 3: Assign a name to the merge job and proceed by clicking Next.
Step 4: In the Choose template window, pick your main document from Google Drive, and click Next.
Step 5: Establish a connection between your source data (Google Sheet) and the template document (Google Doc). Confirm automatic mappings or manually link merge tags to corresponding column headers.
Step 6: Specify the file naming convention for mail merge documents.
Step 7: Choose the destination folder for saving merged documents and click SAVE.
Step 8: Initiate the mail merge process by clicking the play button. Utilize the edit, preview, and delete options as necessary.
Once the job is executed, your merged Google document will be generated.
Best Alternative to Google Docs - WPS
WPS Office is a free and open-source office suite that is compatible with Microsoft Office. It includes word processing (Writer), spreadsheet (Spreadsheet), presentation (Presentation), and PDF editor applications. WPS Office is available for Windows, macOS, Linux, Android, and iOS devices.
WPS Office is a feature-rich, free office suite offering several advantages:
Free Download and Use: Access essential office tools without any cost, making it a budget-friendly alternative to other office suites.
File Compatibility: Seamlessly work with Microsoft PowerPoint, Google Slides, and Excel formulas in WPS Spreadsheet.
Free PDF Editing: Edit PDF files directly within WPS Office, eliminating the need for extra software.
Delicate Office Templates: A plethora of free, professional templates awaits in the WPS Template Library, simplifying document creation.
WPS AI: This advanced feature enhances WPS Office with document analysis, efficient formatting, and intelligent content recommendations, optimizing your workflow and productivity. WPS Office is a versatile and cost-effective choice for document management.
FAQs
Can a mail merge be done in Google Sheets?
Yes, a mail merge can be done in Google Sheets. You can use third-party add-ons such as Autocrat, Smartsheet Merge, or Avery Label Merge to perform a mail merge from Google Sheets to Google Docs. Chưa refine
How do I send a mail merge template in Google Docs?
To send a mail merge template in Google Docs, open the platform and create your desired template document, like an invoice or student grade report. Utilize the Mail Merge button in the right sidebar to choose the document type (letters, envelopes, labels, emails), select recipients, and customize individual messages. Preview the merged documents before sending them efficiently through the platform.
Summary
In conclusion, as we step into 2023, understanding and harnessing the power of mail merge in Google Docs is a valuable skill. Our step-by-step guide and insights empower you to create personalized and professional documents with ease.
We've also introduced you to WPS Office, an impressive alternative that adds new dimensions to document management with free PDF editing, compatibility, and advanced AI-driven features. Whether you're a Google Docs enthusiast or seeking alternatives, this comprehensive guide equips you with the knowledge you need for efficient document creation and management.
