Mail Merge in MS Word has long been one of the most popular and widely used features of the office tool, but how often do you send letters anymore? Today, it’s much more common to generate Word or PDF documents using Mail Merge and send them via email. What if you needed to do more? For example, what if you wanted to send those documents out for e-signature? Or save them in the cloud?
WebMerge has got you covered! In addition to using MS Word document as templates, you can upload a fillable PDF or even build your own document using our online editor. From that point you can setup your delivery method, which could be via email, an e-signature platform, the cloud, or to another 3rd party via a webhook.
Once you have the document and delivery options setup, the last piece of the puzzle is uploading the mail merge information. You can do this using a CSV file (which stands for comma separated values) that you can save directly from Excel. After you upload the information, we’ll merge your documents and send them out!
Imagine you were at a tradeshow and you collected information from 100 potential customers. You collected their name, email address, and which products they were interested in purchasing. You saved all of this information in a spreadsheet. Now that the trade show has ended, you’d like to follow up with each of these prospects and send them a proposal that includes information about each of the products they were interested in as well as the pricing. All you need to do is create a new WebMerge document for the proposal that includes the prospect’s information and uses Conditional Sections to include the products they were interested in.
Once you build the document, simply upload your spreadsheet and we’ll send your customized proposal to each of the prospects. You could do all of this in as little as 30 minutes. Think of how long it would take you to manually create all of these proposals! If you need to mail the proposals, check out our integration with Lob
Can you think of any other areas of your business that you could automate by using an online mail merge?