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Mail Merge Support

Hey Guys/Gals,

The number 1 feature request i get from my team is document mail merge support. This is a feature supported by lots of other CRM products including Salesforce, Batchbooks etc

I wonder if this is in the pipeline for Podio? One suggestion is to create a Google document from template using the information stored in Podio? That way you only have to intigrate the Google API and not build a whole new feature set.

Appreciate your response :)

Dearg O'Bartuin

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25 comments

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That would be fantastic - as would bulk email (or linking with other email programmes such as vertical response)

Kirsty Peel 0 votes
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Absolutely to use it as a CRM this is a basic requirement. 

Marni Melrose 0 votes
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Ya we are using podio as crm and this is feature we are eagerly waiting for

sandeep gupta 0 votes
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Yes, this would be highly beneficial.

Please wave your magic wand and make it so!

Peter Ingles 0 votes
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Agreed! Would love bulk email functionality or linking possibilities!

Katy Houska 0 votes
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As with the offline support feature request, this would be a must-have for the company I have suggested Podio to as an excellent tool. However, is there a possible workaround for this by using the Excel export option?

Peter Lunn 0 votes
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Agreed. I tested Podio and it looks great. But offline modus and mail merge are must haves. We have several locations over the world and travel a lot.

Erik van der Horst 0 votes
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YES YES YES!! Mail Merge would be a God Send.  With it, I could completely eliminate my other program I have to hang on to because Podio doesn't have it!

Kurt Scheeler 0 votes
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What's the latest with this?! I am surprised Podio doesn't already have this feature.

Joe McCall 0 votes
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Great idea this I was just about to add it as a feature request myself. Being able to create and upload template emails \ letters and merge data into the template from the data stored within is crucial functionality really.

Mark Wilson 0 votes
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I wonder if this is in the pipeline for Podio? One suggestion is to create a Google document from template using the information stored in Podio? That way you only have to intigrate the Google API and not build a whole new feature set.

 

We do this. As soon as a project is created, we create a Google Drive folder and a document (the quote). The quote gets all data from the project; relation, contact, date, description, etc.

See screenshots.

This is all done by Google Apps Scripting and using a simple Google Doc with some mergetags as basis.

Feel free to contact me if interested.

Riël Notermans -2 votes
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Riel - what you just showed is exactly what I am looking to do. How did you do it?! Thanks! - Joe

Joe McCall 1 vote
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We use a Google Apps script for that. We make a Google Doc which we use as template, and use %external_id% in the Google Doc to match the corresponding podio-field. 

We built it ourselves, but it might be interesting to make some sort of common script available. What hits us most is the time available to make it usable for a broader audience. Working on that!

Riël Notermans 0 votes
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Riel - I will be glad to pay you a consulting fee if you could show me how to do that. I sent you a tweet. Thanks!

Joe McCall 1 vote
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I'm amazed at how difficult it is to produce a reasonable looking letter. Globiflow pdf maker puts the address on a single line. I failed to figure out how to get zapier to work with google docs. It just hangs on the last step, and there is no one to get help from. Surely Podio is not going to leave us hanging like this, so close to a perfect product??? I guess I will use Globiflow to issue an email, then we can copy and paste into word. REALLY??? Any other suggestions?

Don Bury 0 votes
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@Riêl currently there are no plans for this - we are however constantly reevaluating ideas and how to improve our features.

Thanks for sharing - and please keep the votes coming!

//Oliver - Podio

Oliver Wray 0 votes
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Please, contact us (just chat in Podio Riël Notermans). We do a lot of bulk mail/document generation with google docs. We lack time to build a general solution, but maybe this is a good moment to think about it.

Riël Notermans 0 votes
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It certainly would be Riël - Just setting up Podio for my VA to use, and I'm considering the best (and most efficient) method of getting her to make our offers AND have some kind of traceability.

If there was a way to have Podio automatically generate the offer via Google Docs/Sheets (whatever), and send it out via Click2mail - that would be a real time saver and also has the potential to avoid any mistakes!

Please keep us in the loop if you're developing something for the wider audience.

Steve Green 0 votes
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I've set up mail merge integration with Globiflo. $9/mo.

 

Eric Gabriel 1 vote
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Thanks Eric - does the $9 include the Globiflow subscription?

Michelle 0 votes
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Here is the solution that I came up with.  It will automatically merge your data into a PDF after any action (ie. button pressed, new item created, item updated) and attach it to the Podio item and send you an email.  That's how I set it up.  The pdf is for my records and to print, and the email is for me to post to social media.  It's just $9/mo for the subscription. 

Here are some screenshots for yall. 

1. Make a PDF action - https://www.dropbox.com/s/egu161rlzx8c9m1/Screenshot%202016-03-14%2014.41.49.png?dl=0 


2. Format your merge fields from Podio - https://www.dropbox.com/s/jsei4n33sxw6400/Screenshot%202016-03-14%2014.48.29.png?dl=0


3. This is what my PDF looks like - https://www.dropbox.com/s/g0ng0fd548tpscy/Screenshot%202016-03-14%2014.48.54.png?dl=0



Let me know if you need help setting up your workflows & merges.  I help other people set their workflows up as a side business and ministry.  I've been gifted to be a teacher, but have a heart for connecting people with what they need.

www.ericgabriel.com    

Eric Gabriel 1 vote
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