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.

1. Configure a Dynamic Section

1. To start, select the desired Section. Then, in the Section properties window on the right, switch the Dynamic Section switch to ON:

2. You will now see a 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 selected the JungleMail Topics list:

3. Now drag some Blocks inside of the chosen Section. In this example, these are Title and Text blocks:

4. For the Title Blocks, 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 will automatically take a value from the JungleMail Topics list which was selected for the Dynamic Section in the previous step.

Do this by removing the sample text and pressing the {Column} button:

5. Then select  Title from the Dynamic Section's list placeholders:

6. This is also where you can adjust the look and feel of the Block or Section you are working on. For example, here you could adjust the background and font colors, text alignment, and anything else you want to change:

2. Configure Dynamic Blocks inside Dynamic Section

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

1. Select the other Text Block we inserted:

2. Enable Dynamic Block in the properties window on the right:

3. 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 that you have set up the Dynamic Content inside another Dynamic Content, you can choose to immediately load the results by clicking the little icon with circular arrows.

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 JungleMail 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.

5. 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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