Creating a Google Form will automatically create a Google Sheet to store data from the form.
When you install AutoCrat on the Google Sheet, you open a new world of opportunities to merge data from the Sheet into Google Docs or other Sheets.
Step 1 - Create New Folder in Google DriveIt is important that you keep all of your files organized properly because this process will require several files. The first step you will need to do is create a new folder in your Google Drive to house each Google Form and Mail Merge project.
The way the template links to your form data is by bracketing words <<thusly>>. If you need to collect three items from your form, you will place each item within the brackets in the spot where you want the data to exist.
<<FirstName>> <<LastName>>'s email address is <<Email>>.
The template would output the following for the user:
John Smith's email address is firstname.lastname@example.org.
If you will only need to get a person's name for this project, be sure that you also ask for their email address so you can send them an email through the Mail Merge.
***This video uses the NEW Google Forms.*** Many of the videos around YouTube use the older Google Forms; the NEW Google Forms has only been around for a short time. If your Google Forms does not look like this video, you will probably be prompted to "try" the new Forms, and I would suggest you go for it! Eventually the "new" Forms will be the standard!
Go to Add-Ons -> Get add-ons
Scroll through the list and find AutoCrat
You will have to give AutoCrat permissions to edit your spreadsheet; do so.
Once AutoCrat is authorized, you can access it by choosing:
Add-Ons -> AutoCrat -> LAUNCH
Click the icon seen below.
Since you have already created your template, you will choose "DRIVE" and find the template in your Google Drive.
After assigning variables from your template to your sheet, you will proceed to the third, and last, setup screen for AutoCrat. This is where you will tell AutoCrat what to do with your data.
Tags will be created to coincide with the fields on the form and spreadsheet. You can utilize these variables by using $tags, as seen below.
Click ADVANCED SETTINGS and choose the destination folder where you would like to store the folders. Perhaps you are creating files that you want to share with someone else. You could easily share that folder from within Google Drive to anyone!