{"id":44732,"date":"2018-08-27T14:02:23","date_gmt":"2018-08-27T14:02:23","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=44732"},"modified":"2025-08-22T23:44:13","modified_gmt":"2025-08-22T23:44:13","slug":"survey-invitation-with-mail-merge","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/survey-invitation-with-mail-merge\/","title":{"rendered":"Invitations with Mail Merge"},"content":{"rendered":"<p>Mail Merge allows you to insert information about each invitee into his\/her personal invitation.<br \/>\nEvery chance you have to capture an invitee\u2019s 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.<\/p>\n<p class=\"sogo-help-sub-head\">Navigate to<\/p>\r\n\r\n<ul class=\"sogo-help-sub-list\">\r\n    <li><a href=\"#section-1\">Adding Mail Merge Code to Email<\/a><\/li>\r\n  <li><a href=\"#section-2\">Adding Mail Merge Code for Sender\u2019s details<\/a><\/li>\r\n    <li><a href=\"#section-3\">Sending out Email Invitations with Mail Merge<\/a><\/li>\r\n<\/ul>\n<p>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.<\/p>\n<div style=\"position: relative\"><div class=\"loader-parent-overlay\" style=\"display: none;position: absolute;background: rgba(0, 0, 0, .35);width: 100%;height: 100%;\"><div class=\"loader-parent\" style=\"display: block;\">\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div>\n<div class=\"line\"><\/div><\/div>\n<\/div><iframe loading=\"lazy\" id=\"help-playvideo\" class=\"to-animate-elem help-vid-class embed-responsive-item\" data-src=\"https:\/\/www.youtube.com\/embed\/vrS3c0PKg2A?rel=0\" src=\"\" width=\"100%\" height=\"339\" data-animate=\"fadeMaxUp animated\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h2 id=\"section-1\">Adding Mail Merge Code to Email<\/h2>\n<p>Within Email Templates, choose to edit an existing invitation or create a new one.<\/p>\n<p>To add Mail Merge into email content:<\/p>\n<ol>\n<li>Click on the content of your email, then select Mail Merge from the editor.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2020\/08\/TT110.png\">\n<\/li>\n<li>Click the desired location in your invitation to drop the Mail Merge icon in place.\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">You may also use Mail Merge in the email subject line. This level of personalization can engage participants early and boost response rates!<\/p>\n<\/div>\n<\/li>\n<li>In the Select field dropdown, choose the option that will be shown in this field.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2020\/08\/TT111.png\"><\/li>\n<li>The Mail Merge code will be displayed like this: {{First Name}}.<\/li>\n<\/ol>\n<h2 id=\"section-2\">Adding Mail Merge Code for Sender\u2019s details<\/h2>\n<p>For a more personalized experience for your participants, you can add mail merge fields for sender\u2019s name, sender\u2019s email address as well as reply-to email address. <\/p>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">This feature is available only in our Enterprise plan. <a class=\"button-demo-form exclude_class_load\" href=\"javascript:openRequestDemoForm()\">Contact us<\/a> to take advantage of this option.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2023\/08\/MailMerge1.png\"><br \/>\nHere\u2019s how &#8211; <\/p>\n<ol>\n<li>Within Email Templates, choose to edit an existing invitation or create a new one.<\/li>\n<li>To add mail merge code for Sender\u2019s name, add: {{Sender_name}}<\/li>\n<li>To add mail merge code for Sender\u2019s email, add: {{Sender_email}}<\/li>\n<li>To add mail merge code for Reply-to-email, add: {{Reply-to_email}}<\/li>\n<li>Click Save. <\/li>\n<\/ol>\n<h2 id=\"section-3\">Sending out Email Invitations with Mail Merge<\/h2>\n<ol>\n<li>Select your project and click Publish.<\/li>\n<li>Under the Email column, select select Single-Use or Multi-Use Link and proceed by clicking on Continue.<\/li>\n<li>Select the email template containing Mail Merge.<\/li>\n<li>Select the source of email address.<\/li>\n<li>Click on Continue.<\/li>\n<li>In the Mail Merge step, provide content for the Mail Merge fields based on the type of source selected.\n<ol style=\"list-style: lower-alpha;\">\n<li>If the Email address source is Type manually:\n<ul>\n<li>Provide values for the mail merge variable used within the email content.<\/li>\n<li>All email addresses will be listed with text boxes so mail merge values can be entered manually<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.117.png\">\n<\/ul>\n<\/li>\n<li>If the email address source is From a File:\n<ul>\n<li>Map the values from the file columns to the Mail Merge variable used in the Email Content.<\/li>\n<li>In the column Generic Replacement For Blank Values, enter content that will be displayed if a field in your file is blank (e.g., Friend, Community Member).<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.118.png\">\n<\/ul>\n<\/li>\n<li>If the email address source is From a List:\n<ol style=\"list-style: lower-roman;\">\n<li>Map the values from the list columns to the Mail Merge variable used in the Email Content.<\/li>\n<li>In the column Generic Replacement For Blank Values, enter content that will be displayed if a field in your list is blank (e.g., Friend, Community Member).\n<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.118.png\"><\/p>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Click on Continue and follow the wizard to send invitations with Mail Merge values.<\/li>\n<\/ol>\n<div class=\"sogo-help-info-box\">\n<i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">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.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Mail Merge allows you to insert information about each invitee into his\/her personal invitation. Every chance you have to capture an invitee\u2019s 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 Templates, choose to edit an existing invitation or create a new one. To add Mail Merge into email content: Click on the content of your email, then select Mail Merge from the editor. Click the desired location in your invitation to drop the Mail Merge icon in place. You may also use Mail Merge in the email subject line. This level of personalization can engage participants early and boost response rates! In the Select field dropdown, choose the option that will be shown in this field. The Mail Merge code will be displayed like this: {{First Name}}. Adding Mail Merge Code for Sender\u2019s details For a more personalized experience for your participants, you can add mail merge fields for sender\u2019s name, sender\u2019s email address as well as reply-to email address. This feature is available only in our Enterprise plan. Contact us to take advantage of [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":203,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[227],"tags":[293],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Invitations with Mail Merge - Sogolytics<\/title>\n<meta name=\"description\" content=\"Mail Merge allows you to insert information about each invitee into his\/her personal invitation. 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