Webtools Answer Board

  • How to add mail merge fields

    Jul 16, 2015 10:00 amEmail+Groups

    Images

    Overview

    The Group Manager stores email addresses. You can have a Group serve as an email list or you can use use a Group to share access among Webtools users. Groups are quite useful.

    An additional feature of the Group Manager, "Upload Emails and Data," allows you to enter more that just emails in your spreadsheet. In fact, you can upload anything you want. You can then use this data to send targeted emails. 

    Here's how it works

    1. Upload a spreadsheet with data, labeling your columns
    2. Construct your email in Email+ using your column labels as variables
    3. Send the email and the data will populate for each user

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    Edit embedded media in the Files Tab and re-insert as needed.

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    In the Group Manager

    The Group Manager will accept spreadsheet (.csv) files. These can be exported from Microsoft Excel. You will upload a spreadsheet with labels in row 1. Your data goes in the cells below the column labels. Your labels are used as variables in Email+.

    Upload Rules

    • Row 1 Column 1 must always be labeled "emailAddress". Your email addresses need to appear in the cells below.
    • Additional labels can be added, but can only include, A-Z, a-z, 0-9. (Spaces and special characters not accepted).

    Your Spreadsheet may look like something like this:

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    Edit embedded media in the Files Tab and re-insert as needed.

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    Once you upload, The Group Manager tells you your column labels (or data elements) making it easier to upload spreadsheets in the future with the same data elements

    Delete

    Edit embedded media in the Files Tab and re-insert as needed.

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    In Email+

    If you are sending to a Group that has additional uploaded data stored, you can call upon your data by using the variables  (wrapped inside curly braces {} ) anywhere in your email, like this:

    {yourVarableName}

    So your email may look like this:

    Hi, {firstName},

    Please send an email that we have your records correct.

    Email Address: {emailAddress}
    First Name: {firstName}
    Last Name: {lastName}
    Job Title: {title}

    Thanks!
    The Web Services Team

    Or something like this:

    Hi, {firstName},
    {customParagraph}

    Thanks again,
    The Web Services Team