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Invitations with Mail Merge

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Mail Merge allows you to insert information about each invitee into his/her personal invitation.

Every chance you have to capture an invitee’s attention is a chance to increase their likelihood of completing the survey. Inserting their first name or job title into their invitation is a way to personalize the experience, making them feel involved and engaged, ultimately increasing response rates.

The Mail Merge feature is also available for the subject line of the email invitation. Response rates are enhanced when participants see a personalized subject line in their inbox even before clicking on the actual email.

 

Adding Mail Merge Code to Email

Within Email Manager, choose to create new email template or edit an existing one.

To add Mail Merge into email content:

  1. Under Body section, select Yes for Mail Merge.
  2. In the Select field dropdown, select field to use for mail merge.
  3. Paste the Mail Merge code in the email body. Include full code, such as {{First Name}}.Screen Shot 2016-08-23 at 3.32.57 PM

 

Sending out Email Invitations with Mail Merge

  1. In the Distribute tab, select the survey to publish.
  2. Click on Publish Survey.
  3. Select URL type under the Email column and proceed by clicking on Continue.
  4. Select the email template containing Mail Merge.
  5. Select the source of email address.
  6. Click on Continue.
  7. In the Mail Merge step, provide content for the Mail Merge fields based on the type of source selected.
    1. If the Email address source is Type manually:
      1. Provide values for the mail merge variable used within the email content.
      2. All email addresses will be listed with text boxes so mail merge values can be entered manually
    2. If the email address source is From a File:
      1. Map the values from the file columns to the Mail Merge variable used in the Email Content.
      2. If the file contains blanks, you can enter use generic values.
    3. If the email address source is From a List:
      1. Map the values from the list columns to the Mail Merge variable used in the Email Content.
      2. If the file contains blanks, you can enter use generic values.
  8. Click on Continue and follow the wizard to send invitations with Mail Merge values.

If you are not seeing the Mail Merge step, you have likely not entered the mail merge code in the email content section. If you want to include these values in your message, you can return to edit your content and include these codes.