Using mail merge

You can recognize a good email campaign by how personalized it is. A newsletter that is clearly directed at a particular recipient is much more likely to be opened and read. In JungleMail, you can easily use recipient metadata from multiple sources in SharePoint and beyond for a mail merge.


Mail merge sources

A mail merge source is a list of recipient names and other metadata that you can use to personalize newsletters. Mail merge sources contain merge fields that come from the column headings in the source (e.g., First Name). Some mail merge fields may be unique to a particular source and not available in another.

Virtually any recipient source available in JungleMail can also be used as a data source for a mail merge. The only exception is the Email addresses source because email addresses do not have metadata. However, if the email address has a display name (e.g., Mike <mike@contoso.com>), you will be able to use this name for a mail merge. 


Mail merge in the newsletter body

If you are running JungleMail in a list that has some other data than the email addresses, JungleMail can use that data to personalize your newsletters. To set up the mail merge process, you have to insert a mail merge field on a newsletter body as a placeholder that looks like this:  {[Column Heading]}. When JungleMail sends the newsletter, it will automatically replace the placeholder with values from the corresponding mail merge field in the list.

First, we will show you how to mail merge in the email body for Drag & Drop templates, before moving on to Rich Text templates.

For Drag & Drop templates

1. Open JungleMail, then open an existing template or start from a blank slate.

2. Select a block that you want to use for a mail merge. If a block contains some text already, place a cursor where you want the metadata to be pulled in.

3. Select the { Columns } button in the editor on the right.

4. On the Recipient tab, select the mail merge field that you need, and click Insert.

Note: if there is no Recipient tab and you see only an Unsubscribe link, it means that there were no recipients selected on the Recipient step. Go back to this step and select your recipient source or add recipients.

For Rich Text templates

1. Open a template and place the cursor where you want the mail merge field to be added.

2. In the ribbon, click Columns }.3. Select the metadata column and click OK.


Mail merge in the email subject

You can also pull data from a mail merge list into the email subject.

For Drag & Drop templates

1. Open a template.

2. Next to the Subject field, select { Columns }.

Note: instead of using the { Columns } button, you can enter the placeholder formula in the Subject field manually.

For Rich Text templates

In a Rich Text template, you can insert the mail merge field anywhere on the newsletter body using the { Column button and then copy the given value to the subject line. You can also opt to write a formula in the email subject line. Remember that you should surround your formula with { } and your column name with {[ ]}.

Note: instead of {[Column Heading]}, {[ColumnInternalName]} can be used, too.

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