How do I map fields to be merged from my CSV into my emails?

Yesware's Mail Merge uses a CSV file (created in Excel or from Salesforce) as the source of merged data. You'll need to map columns from your CSV to the email that you're creating in Yesware.

1. Create your CSV file. Whatever you name the columns on your CSV will be the names of your merge fields. "Email" must be your first CSV column.

2. When creating your email from the Mail Merge screen, use the column names as your merge fields, using the {!columnname} format. NOTE: this is case and space sensitive.  If you are using an existing template, make sure that the columns in your CSV match the {!columnname} in the template.

3. Check the preview to ensure that you've properly mapped your fields and you're ready to send your Mail Merge!

Have more questions? Submit a request


Article is closed for comments.