Mail Merge Certificates in Google Slides in Minutes (Step by Step)

Quickly and easily mail merge certificates in Google Slides with Portant. In this video you’ll learn how you can make certificates with Google Slides connected to Google Sheets. Why is it important? Certificates have been shown to improve course engagement and completion rates.

The process we're going to use to create these certificates is more commonly known as Mail Merge. Mail merge is a must not just for emails but also for document automation. Here’s how to use Portant’s mail merge tool on your next document.

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📄 INSTALL PORTANT
🖼️ CERTIFICATE TEMPLATE (LETTER)
🖼️ CERTIFICATE TEMPLATE (A4)

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00:00 - Intro
00:20 - What is Portant
00:35 - How to Install and Start Portant
01:09 - How to connect your Google Sheets file
01:50 - How to Add Tags
02:02 - How to Customize your Mail Merge
02:35 - How to Share your Certificates via Email
03:11 - How to Run your Mail Merge

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📄 INSTALL PORTANT
🖼️ CERTIFICATE TEMPLATE (LETTER)
🖼️ CERTIFICATE TEMPLATE (A4)

Portant is a simple online document automation platform, perfect for optimising your business's workflows. You can use Portant to create documents and presentations from forms, sheets and Trello cards, and much more.

Thanks for watching

#documentautomation #googleworkspace

[danielalbarran]

Nice video! Can it import graphs for each "customer"? Maybe scrolling from a drop down list linked to a pivot table that generates the graphs?
That's a solution we've been looking for a while in my company.

Thank you

[grantmitchell]

I want to create a system where a user inputs answers into a Google Form, then the answers are emailed to them in a Google Doc that I've formatted. I was able to do this with Portant by connecting it to the Google Sheets associated with the Form answers. However, I was unable to send the results without clicking "Create and Share Documents". Is there a way to automatically send the email as soon as the Google Sheets becomes populated with new info?

[shylamccrossanderfeltes]

Excellent video and information - thank you, thank you! :)

[mollymcinnis]

Is it possible to use an "if then" formula. I want to create a form with boxes checked based on data from my spreadsheet?

[Harry-hfbp]

How to delete the link to the Google slides ? I have used a few Google slides as the link to the document . But I cannot delete the old ones

[ctrubas]

Attach as a PDF => "PRO" feature... Need to send 200 certificates and pay "34 dol" for this. What a waste of time Portant. Nobody wants to send a "Google Slide as certificate"...