Google Docs merging with Norada's Solve360 CRM

With the introduction of add-ons to Google Docs and Sheets last month, Google has greatly simplified what used to require the manual copying and pasting of Google Apps Script code.

Our most-often recommended CRM product, Norada's Solve360, has now introduced their own add-on for Google Docs that allows you to create merged documents and labels from records that already exist in your Solve360 database. We've tested it, and it works very well, with a couple of caveats. The biggest is that you can't create a form letter and mass-email it to your contacts; you can only email a merged document to an individual contact. Additionally, the merged document is attached to an outgoing email as a PDF.

Before you can start merging, you have to lay the groundwork for these new features. If your Google Apps domain is on Scheduled Release rather than Rapid Release, you'll need to manually enable add-ons for your users through your admin control panel. Next, either search "Solve360 CRM" in the add-on store or click this link to open the add-on's page. Click the  button in the top right-hand corner of the page, follow the prompts, and the add-on will be installed for you, though it could take up to an hour if you're adding it to an existing document.

Note that add-ons are installed on user accounts and are not domain-wide; if you want all your employees to have access to this feature, they each need to enable the add-on.

Most often when you're merging from a CRM to generate a document, it's some sort of form letter that is semi-personalized for multiple recipients. In this case, you'll need to change the first drop-down box in the add-on control panel to "set of documents" from its default, "documents". (If you want to create a single form document, feel free to leave this setting at its default; Norada has some great help docs here that you can follow.)

This feature works best if you use Category Tags to separate your contacts into appropriate groups. For this example, we'll use our "Customer-Google Apps" tag:

After clicking "Load records", we're presented with a brief summary of the number of contacts (in this case) that we'll be merging. You can see that our category tag contains 206 contacts that match the tag "Customer-Google Apps".

Switch back to your document and write out your message. Make sure that you write it in such a way that you can simply drop your Solve360 fields in place using the "Insert fields" button to insert the appropriate Solve360 fields into your message, like the document below.

Click "Create document" and wait for the system to chew through all the records (it could take a little while). You can now view the merged document in Google Docs or download it as a PDF. To send multiple messages, open the merged document in Google Docs, select the first merge, and copy and paste it into an email.

Google Docs and Sheets add-on functionality will only grow as the services become more full-featured, so if there's something you want to do with Google Docs that you couldn't in the past, check them out.

There are already dozens of add-ons available and they've only been around for a month!

The Heartbleed bug and why a secure password matters even more now

In early April 2014, a huge vulnerability was uncovered in a cryptographic software library used by an estimated two-thirds of web servers currently in use around the world. This vulnerability allows an attacker to request data from the memory of any server that uses OpenSSL and potentially read unencrypted passwords, confidential or sensitive information, e-mails, or anything else the server happens to return.

According to Ars Technica:

The leak is the digital equivalent of a grab bag that hackers can blindly reach into over and over simply by sending a series of commands to vulnerable servers. The returned contents could include something as banal as a time stamp, or it could return far more valuable assets such as authentication credentials or even the private key at the heart of a website's entire cryptographic certificate.

Just how bad is this bug? Mark Loman, a malware and security researcher at SurfRight, tested a few public servers after hearing early reports of this bug and noticed that plain text usernames and passwords were being returned to him by Yahoo Mail, one of the world's most widely-used webmail services. Further investigation showed that Flickr, Tumblr, and a number of other Yahoo properties were vulnerable, potentially exposing millions of users to account compromises.

Mark posted a pair of screenshots to Twitter that show account credentials in plain text (see below). Mark courteously obscured the usernames and passwords affected, but it's not hard to imagine other people being somewhat less polite.

Tell me the truth, doctor, how bad is it?

On a scale of 1 to 10, the general consensus is 11. Remember, the servers involved have potentially been leaking their private security keys which means anyone can 'fake' being them, and you'd have no way of knowing for sure.

What does this mean for me?

If you're a systems administrator who controls a number of servers, it means lots of work to get everything patched and authenticating properly again.

One option is to start using a password manager. So many web servers use OpenSSL that it's likely some service you've encountered at some point will be compromised. Limit the attack vectors to your accounts by using unique passwords, and even if someone gains access to that forgotten account you set up once, they won't get access to that important account that you use every day.

Also use two-factor authentication wherever you can. Two-factor authentication protects you even in the event that someone does manage to get your password by requiring a second, randomly-generated "token" that expires every 45 seconds or so to allow you to access your account.

Thankfully, if you use Google Apps or Microsoft Office 365 you're safe. Microsoft doesn't use OpenSSL and instead relies on its own encryption mechanism and Google Apps/Gmail has been using forward secrecy since November 2011. Google is patching other services affected by the Heartbleed bug, but it never hurts to change your password regularly.

Google Apps, Uber, and Netflix – Disruption and doing things 10 times better

As a relatively small market compared to the ten-fold larger United States, Canada is slow to receive the latest in disruptive technologies. Netflix rolled out its now-ubiquitous video streaming service in the US in 2008, and Canada didn't get Netflix streaming until September 2010. Now incumbents like Rogers are racing to provide Netflix-like functionality.

Uber does everything you need
and looks good doing it.

Another example is the oft-beset-upon taxi service Uber. Traditionally, when you need a taxi in a hurry, you either run to your nearest major street and hope that an empty one rolls past or you phone the taxi company. Then you have to wait for the taxi to show up and hope it's not nabbed by someone else in the meantime. Once you arrive at your destination, calculating the tip, giving payment, and getting a receipt is a cumbersome process that hasn't changed significantly in many years.

Uber allows anyone to request a ride via a mobile app or the web. Drivers arrive curbside in just minutes, you can track the movement of your ride, and you receive a text message when your driver arrives to pick you up.

Once you've arrived at your destination, Uber handles the payment automatically through the app and your online account. No need to fumble with cash or wait for a credit card transaction to process through a painfully slow payment terminal over a cellular connection. With Uber, the cab driver simply ends the ride on his smartphone and the payment is processed. You'll have the receipt in your email by the time your feet hit the curb.

Uber first launched in San Francisco in 2009, and has since rolled out to more than 50 cities in 20 countries, including Toronto and Montreal. The service only recently launched in Toronto area, though, and since it relies on local drivers to provide rides, there aren't many cars available in the area just yet. In San Francisco, "No one under the age of 40 with a smartphone is going out and getting a cab anymore."

I had the opportunity to experience first hand how Uber has transformed the marketplace in San Francisco while attending the 2014 Google Global Partner Summit. My three Uber trips were an eye-opening experience that tells me this is going to cause a similar market disruption in Toronto. It's just a matter of time.

On the other hand, Mississauga Taxi
looks and behaves as dated as it is.

Local companies like Mississauga Taxi have an app that works, but it doesn't see much competition from Uber at the moment. They haven't taken it to the next level to turn it into a disruptive technology. The Mississauga Taxi app omits vehicle choices, automatic payment processing, visibility of cars in the area, or a custom pick up location by dropping a pin. Its address search is cumbersome as it couldn't find the local Port Credit GO Station which Google Maps finds and autocompletes before I finish typing it.

The one nice feature was the ability to monitor the location of the cab dispatched to pick me up. After that, the taxi ride and payment experience is just like the old days and it took me longer to use the app than it would have to pick up the phone and call the cab company. In fact, when I arrived at my destination the Mississauga Taxi driver was fortunate that an individual not willing to wait for the next train to downtown tapped on his window and asked for a ride. However, the in-a-rush new customer had to wait while my cab driver booted up the payment terminal from scratch, entered the cab fare, inserted my credit card, let me enter the tip amount, my pin code, wait for the slow cellular data connection to process the payment, then finally print the receipt. With Uber in San Francisco, I simply got out of the cab and felt my smartphone vibrate immediately with the emailed receipt. What a massive difference in customer and driver experience!

Technologies like Netflix and Uber tend to be borne out of frustration with the traditional way of doing things, and Google thinks the same way, all the way from the very highest levels. Larry Page has said he, "expects his employees to create products and services that are 10 times better than the competition." Why? Because products and services like the Google Apps won't cause market disruptions if they are designed to be only two or three times better than the incumbents like Microsoft Exchange and Lotus Notes. You have to start fresh and completely change the way things are done to have any hope of making things 10 times better. Only then will you cause a disruption.

Miss the disruptive wave and you can end up like BlackBerry, a business that will continue to survive, but will also continue to downsize to match their shrinking customer base.

So why stick with the incumbents who always seem to be two steps behind, responding with too little, too late? Get Google Apps for your business now and earn more money like the individual taxi drivers in San Francisco that ditched the traditional cab company and switched to Uber.

Google Apps let you work the way you live by enhancing consumer products used by billions with the features and controls that your business needs to be productive, innovative and successful. Google Apps will change the way you do business!

Web Marketing Tip: Facebook's organic reach is rapidly approaching zero

In a prior post we discussed how Google+ is mission critical to your marketing efforts. Facebook "Likes" on your brand's page continue to diminish in value because your posts are not seen by your audience unless you pay Facebook for the privilege.  The best posts now only reach about 12% of your total audience.

We recognize that we can appear biased towards Google+ since we're a Google Apps Premier SMB Reseller, so we felt our earlier post deserved a followup. These two articles confirm our opinions, and there are many more along the same lines:

• Unless you're paying for Facebook ads or "boosting" your posts, your Facebook posts are not being seen: Facebook's organic reach is rapidly approaching zero.
• Google+ is the number one source of website referral traffic: Promotional Activity Analysis from the Social Media Hat.

Don't get distracted by your website analytics telling you that Google+ is not important. Like any other social media platform, you have to focus on publishing good content and building a following before you'll see the results of those efforts.

ArrayFormula, Match and Offset in Google Spreadsheets

This is a repost of our contribution to the Google Gooru website that provides Tips, Tricks, and Tools for Gmail & Google Apps.

The arrayformula in Google Spreadsheets has a number of great different use cases. This video pairs the arrayformula with Match and Offset to pull in a constantly updating range of data in one sheet to create a chart in another sheet.

The advantage of using the arrayformula in conjunction with Match and Offset is it allows you to constantly add rows to your selected range, so you never have to worry about updating the formula. This would work great, for example, if you were pulling from the responses from a Google Form and wanted to consolidate them into a chart.

This video also happens to use our recently released Blink Reports Add-on for Xero Accounting!

Embed an image in your Google Apps signature using Google Drive

A recent update to Google Drive has broken this method of inserting images. To see updated instructions, click here.

If you're used to Outlook or other traditional mail clients, Google Apps' signature can be a little confounding at first blush. Inserting an image looks like it should be as easy as clicking a button and choosing the image you'd like. However, if you click the insert image button, what you'll see instead is this:

Now you're stuck unless you use third-party image hosters like imgur, ImageShack, or Photobucket. While these products work just fine for general hosting, they might be blocked by corporate firewalls, or cause a host of other problems. But are you really stuck?

As is usually the case when Google goes against the grain, there's a reason why they've chosen this route rather than the "traditional" route of attaching an image file to each email you send. The first is the obvious one--it saves you from actually having a file attachment on each message you send, which reduces e-mail message sizes. Secondly, and more importantly, it helps you avoid having your messages sent to spam. Many mail servers look for images attached to messages as a sort of "flag" that the message might be spam.

Luckily, if you use Google Apps for Business (or, indeed, a free Gmail account), you have the Google Drive cloud storage application to help you out. First, find the image you'd like to use in your signature and upload it to your Drive. Next, ensure that the image is shared publicly (with view-only rights, not edit rights), so that anyone you send emails to will be able to see the image without having to be signed into a Google Account.

Once you click "Save", you should be taken back to the initial sharing dialogue box, which will show you who the file is currently shared with along with the URL to access it in a text box along the top. What we need here is the File ID, which is the two-part string of characters in between /d/ and /edit, as seen below:

Now, we need to trick Google Drive into thinking we're exporting the image, so that we can access it outside of the standard Google Drive image viewer. To do so, we'll use this URL: http://drive.google.com/uc?export=view&id=<FileID>. Here, we replace <FileID> with the text highlighted in red above. So we'll use http://drive.google.com/uc?export=view&id=0B_T9jgOMjQ5lN2Z4UWhpZGRTM1E. To test if you've got the right image, simply copy and paste your URL into your browser's address bar and hit enter. If you see only the image show up, then you've done it correctly, and can use this URL to insert an image into your signature.

Go back to your signature editor, click the Insert Image button, and paste in the URL we generated a moment ago. If you see the image load in a preview just below the URL box (it might take a few seconds if it's a large image), then you've got the right URL. Click OK, and you're done! That image will now be linked in your signature, won't take up extra space, and shouldn't trigger spam filters.

All this work saves you from having an attachment on every message you send, which certain spam filters don't like, and will allow you to quickly and easily change your signature's image, as long as you use the "export" URL listed above.

Using YouTube Live and Hangouts On Air for Google Apps domain-restricted town hall meetings

If you've ever wanted to hold a private town hall meeting for your organization but haven't been able to get everyone involved because of geography, time zones, and other factors, you can now join the ranks of Conan O'Brien, Tyra Banks, The New York Times, Deepak Chopra, Cadbury, and the Miami Hurricanes by using Google+ Hangouts On Air and YouTube Live.

Best of all it's included with your Google Apps for Business subscription for no additional cost.

There are a couple of prerequisites to being able to broadcast live either to the Internet at large or just to your organization. First, you must have a YouTube account that is in good standing--meaning you've got no strikes on it. If you don't have a channel, create one and verify it via SMS. Once your YouTube account is configured, make sure that your Google+ profile or business page is connected to your YouTube channel. If you've just created a YouTube channel, this is done automatically for you. For existing channels, you can connect it to a Google+ profile or a Google+ page. If you previously used your Google+ page to broadcast to a Google+ profile administrator’s channel, you need to link the page to its own YouTube channel.

Now you're ready to broadcast using Google+ Hangouts On Air and YouTube Live! Navigate to your Video Manager:

Once you're in your Video Manager, click Live Events in the left-hand navigation menu:

You'll notice at first that there are no events scheduled. Click "Schedule a new event" or the "New live event" button on this page and you'll be taken to a page with lots of options. Most of them are pretty self-explanatory, such as title and time, however there are a few things that need to be configured to make sure you're not broadcasting to everyone in the world.

On the "Basic info" tab, click the "Public" drop-down box and select "Private". A new text entry box will be added to the page and you'll be able to share the broadcast with Google+ Circles, specific people, or your domain. For a town hall-style meeting, we recommend setting it to your Google Apps domain name circle, though you can add as many or as few people as you'd like. When you pick the Private option, anyone who wishes to view the broadcast must have a YouTube or Google+ account tied to the e-mail address or domain you've shared the broadcast with and must be signed into that account. Some of your Google Apps users might have to create their Google+ profile for the first time to access the YouTube stream.

Make sure "Type" is set to "Quick" so that you don't have to do any extra setup work, and leave the Advanced Settings screen alone, unless you'd like to add location data or a recording date.

Click the blue "Go live now" button, and you'll receive one final warning to let you know that you're about to go live.

If everything is okay, click the OK button, and now you're broadcasting! You can monitor the feeds on the fly through the Google+ Hangouts On Air window that pops up, or by clicking Live Control Room on the broadcast setup page:

From this control room, you can monitor people who are watching your video, add or remove abusive viewers, mute attendees, and more. It's like having your own TV station control room, right on your PC or Mac!

And, of course, anyone who tries to view your broadcast without the proper rights to see it will simply see a message pop up telling them that the video is private.

Once your event is done, YouTube will automatically save the video online with its sharing permissions intact, so that anyone who missed it live can watch it again whenever they want.

Google+: not a social network but a social layer that's mission critical to your marketing efforts

Google+ has over half a billion monthly active users, over 1 billion registered users, and the +1 button gets clicked 5 billion times per day. Some forecasts suggest that it is on track to overtake Facebook in 2016. The Google+ audience tends to be made up of early adopters, technophiles, people in various high-tech industries, and more enthusiastic users of technology.

Yet the majority of small- and medium-sized businesses continue to ignore it because, in their eyes, everyone is using the currently more popular Facebook. We see it in our own Google Apps customer base, and maybe your company behaves the same way.

At Interlockit.com we've chosen to largely ignore non-Google services in our own marketing efforts and we still show on the first page of organic search results for "Google Apps Toronto". Maybe we could achieve first place if we worked hard on a Twitter and Facebook presence, but we feel that with limited time and budget, focusing on Blogger and Google+ with their integrated "social layer" is generating the highest return on investment.

97% of consumers search for local businesses online. Your local Google+ page connects you with customers in Search, Maps, and Google+ no matter what device they are using.

Note this article's headline: "not a social network but a social layer." Google+ is a social layer intimately connected to your business' search engine results. The "social layer" shows who in your circles has +1'd your search engine results. You're certainly more likely to click on the link that your contacts have recommended.

Google+ is integrated with paid advertisements on Google's Adwords advertising platform. Search for Cadbury on Google.com to see how their ads integrate with their 3.1 million followers on Google+.

Google+ is a key connector, the glue that integrates your social and business network across Google's vast offering of services.

If your business still doesn't have a Google+ Business page, set one up now and link it to your website!