The video below offers an overview of creating an initial email template and document template for a spreadsheet with the MergeFactory installed.
Email Merge Tips
The default Email Body setting is plain text, which means the email will match the way the you type the message into the Email Body text box. This option is good for quickly creating basic email templates but is very limited on formatting options. If you need more styling options, the "More Options" section will allow you to select the HTML formatting option. If you have knowledge of HTML, you can create your own emails to take advantage of text formatting, embedded images, tables, responsive design and then copy and past the raw HTML into the Email Body text box.
Email Merge Extras
This video shows some extra features, how to import a draft from Gmail, and how to attach Google Drive ID's.
Doc Merge Tips
The most important step is to correctly copy the Doc ID of your Google Document template. After you have saved a new document template with the correct details and it is in the "Document list for this sheet", it is recommended that you click on the "test link" for the document template. This should open the correct document template in a new window. If it does not, you will always receive an error when trying to process a "Create Document" merge. Please ensure that you have the the correct string of characters in the Doc ID field. Click here for a larger image of what area to select the Doc ID from the URL. We are in the process of updating the add-on to utilize the Google Picker to select Google Drive files which is a future requirement being implemented by Google.
Document Template Tips
Document templates can use all the formatting available in Google Docs. Document templates with images should use the default option of "In line" as the positioning option. The use of the "Wrap text" or "Break text" options with images do not always work as expected. The document header and footer areas can have column data and header data markers, but will only merge data for the first selected row when the Doc Output Type is "One Document" as the header and footer will be the same for every page.
Email Attachment ID Tips
Below are images of various G Suite document URL's with pointers to reference the beginning and ending point of the Doc ID of each type of document. Email attachments are references to Google Drive file ID's in a comma separated list. This will convert Google Docs, Sheets, Slides and Drawings to PDF files and copy and send other types of files as an attachment. We are in the process of updating the add-on to utilize the Google Picker to select Google Drive files which is a future requirement being implemented by Google.
The MergeFactory offers free access to basic document and email merge functionality and encourages users to utilize the free version to understand how this add-on works. Premium features are designed to offer additional functionality and solve additional issues in working within the G Suite environment.
The Label merge sidebar offers a way to easily merge spreadsheet rows into basic label formats. We offer a few popular label documents links below that can be copied and edited to suit your specific needs. You can create a full sheet of labels for just a few selected rows or you can pick and choose rows to include in the label document until the document is full.
Label Sample Templates
Google is changing how their permissions work for Google Drive. If you want to use any of the sample templates below, you can open the documents and then make a copy (File -> Make a copy) of the template, it will prompt for you to name the file. You will then be the owner of the newly created document template and can use it as a template within your own domain or account. In the future, Google will not let the MergeFactory create or copy documents that are not owned by you or shared from within your domain. We are in the process of updating the add-on to utilize the Google Picker to select Google Drive files which is another requirement being implemented by Google.
The formatting sidebar offers a way to quickly transform highlighted / selected cells to one of the format cases displayed. This is useful to clean up spreadsheet data or for sheets collecting form submissions in which user's input information using a variety of lower case, upper case or other irregular formatting.