Using mail merge

You can recognize a good newsletter 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 for Office 365, 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 the app can 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

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 sending the newsletter, placeholders are automatically replaced 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. In the app, 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

Make sure that you've selected at least one recipient in the Recipients step. Otherwise, JungleMail for Office 365 will not be able to display columns for the mail merge.

For HTML templates

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

2. On the Placeholders tab, select a mail merge column, and click Add.


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 }. You can also enter the placeholder formula in the field manually.

For HTML templates

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

Note

Instead of {[Column Heading]}, {[ColumnInternalName]} can be used, too.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us