2-level mail merge (Enterprise feature)

In JungleMail, you can use one piece of Dynamic Content inside another one. This two-level mail merge can be very useful in creating newsletters with content grouped by some criteria (e.g., news topics).

In the tutorial below, we will show you how to configure JungleMail to display news posts grouped by category. To do this, we will create Dynamic Blocks inside a Dynamic Section.  In this configuration, the Dynamic Section will repeat the news categories, while the Dynamic Block inside it will repeat the items (news posts) for each category.

Configure a Dynamic Section

1. To start, select the desired section. Then, in the Dynamic tab on the right, switch the Enable SharePoint content to On.2. Select content extraction method of Dynamic. You will now see a pop-up window. Here you can select the SharePoint list from which you want to include the content into your newsletter. Once you have selected the desired list, click OK. In our example we have selected the Topics list.

3. Now drag some blocks inside of the chosen Section. For this example, we have chosen the Title and Text blocks:4. For the Title block, we are now going to configure the category title so that it will mail merge the correct information. Once we will have finished setting this up, the Title block will automatically take a value from the Topics list which was selected for the Dynamic Section in the previous step.

Do this by removing the sample text and pressing the {Columns} button:5. Then select Title from the Dynamic Section's list placeholders and click ok.

Configure Dynamic Block inside Dynamic Section

Now that we have set up the Dynamic Section to display news categories, it is time to create a Dynamic Block inside this section to display news posts for each category. 

1. Select the Text block we inserted:2. In the Dynamic tab, switch the Enable SharePoint content slider to On.3.Select content extraction method of Dynamic. You will now see another pop-up window. Here you can select the SharePoint list in which the content you want to include in your newsletter is located. Once you have selected the desired list, click OK. In our example, we have chosen for the News Pages library. In this window, we will also configure the additional conditions necessary for our news articles to match the news topic:

4. Now add the placeholders of the content you want to display in your newsletter to the dynamic block. We have chosen to include a picture, the title of the newspost and the comments.

5. Now that you have set up the Dynamic Content inside another Dynamic Content, you can choose to immediately load the results by selecting the section and clicking the round arrows button.Note: the formula in the Dynamic Section differs from that in the Dynamic Block. You can see the difference in the letters:

  • {S:[Title]} - will take the Title column value from the Dynamic Section list (in our example, it is Topics)
  • {B:[Title]} - will take the Title column value from the Dynamic Block list (in our example, it is News Pages). 
  • {[Title]} - will take information from the Recipients list. 

Important: after using Dynamic Content processing, this content becomes static. You can then work with it. For example, you can remove a section, or move it to a different place, or simply change the text or images.

6. If you would rather use this template with Dynamic Content, save it before processing this content (you can also use the Undo button to roll back the processing). You can also see how the processed content would look like in the Preview step.

The result of a Dynamic Block inside a Dynamic Section will look something like this:

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