Help >> Mail Merge

Mail Merge in SwiftCloud

To send a mail merge document, simply add any of the following shortcodes into your document.

  • %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if you don’t care to correct capitalization
  • %%LASTNAME%% // recipient’s last name, in this case, not capitalization corrected. If you want JONES and jones converted to “Jones”, use %%LASTNAME_Firstcap%%
  • %%STREET1%%
  • %%STREET2%%
  • %%CITY%%
  • %%STATE%%
  • %%ZIP%%
  • %%PHONE1%%
  • %%PHONE2%%

SwiftCloud will replace these strings on-the-fly, then generate one copy per recipient, with a page break at the end of each recipient if there are multiple.

The above is regarding: How to mail merge from SwiftCloud online documents, usually used with postal mail (“snail mail”) autoresponder marketing sequences to automate lead follow-up. You could also use this for sending invoices, marketing mail, client surveys and more.

 

Was this article helpful?YesNo
Ah, sorry to hear this. We'll look into updating this item.
What could we do to improve this?