can I do a mail merge using e-mail addresses?

  • Profile Image
    smwd
    Asked on April 23, 2012 at 11:13 AM
  • Profile Image
    abajan
    Answered on April 23, 2012 at 03:04 PM

    You can use variable tags in text contained in an autoresponder and/or thank you message in such a way that the text would appear to each user to be personally addressing them. For instance, let's say you had a form completed in the following manner:


    If the tag for the Full Name and E-mail field are {fullName3} and {email4} respectively, the form's thank you message can be composed as follows:

    (Where necessary, click image to zoom to actual size)


    Upon submission, John would see the following message:

    The tags for each field in a form can be found by loading the form into the form builder, right-clicking the field and then clicking Properties. "Full Name" is one of those compound fields whose tag can be divided into separate components: {fullName3:first} and {fullName3:last} in this case.

    Is this the sort of thing you had in mind?

  • Profile Image
    abajan
    Answered on April 24, 2012 at 07:53 AM

    It has just occurred to me that instead of a mail merge, my reply actually explained the procedure for creating a "thank you message merge", if there's such a thing!

    The process for a mail merge is pretty similar:

    1. Load the form into the form builder

    2. Click Email Alerts > Add New Email > Autoresponder Email > Next > Switch to Text Mode

    3. Type the text you want seen by the user when they open the email. (For each variable tag you wish to insert, click the desired location in the text and then the field name in the Form Fields menu)

    4. When you are done composing the message, click Finish and save the form

    Incidentally, the default Address field is another compound field that can be divided into separate components. Please visit the following links for more info on both the Full Name and Address variable tags:

    What is the Field Name for First Name?
    How to Strip Headers From Postal Addresses in Email Alerts

    If you need further help with this or anything else, please let us know.