JungleMail | Using Mail Merge to personalize emails

You can recognize a  good email campaign by how personalized it is. When recipients receive an email that is clearly directed at them, they are more likely to open and read it. In JungleMail for SharePoint you can easily use Mail Merge from your SharePoint lists, BCS lists, SharePoint Users and Groups or Active Directory Users and Distribution Groups to personalize your campaigns. In this tutorial you will learn how to use Mail Merge.


In JungleMail it is easy to use mail merge from your SharePoint list, BCS lists, SharePoint Users and Groups or Active Directory Users and Distribution Groups to personalize your campaigns.

First we will talk about using Mail merge in the email body. We will then move on to consider using mail merge in the email subject line.

Note: The Mail merge columns you are able to use in your campaign, are dependent on what type of recipients you selected during the Recipients step: 

Mail merge in email body

Mail merge allows you to automatically customize each email using data from your SharePoint. If you are running JungleMail in a list that has some other data than the email addresses, JungleMail can use that data to personalize the emails. In order for this to work, we must map email content with columns from SharePoint. We can do this by inserting a column name inside the {[Column Name]} brackets. This information inside of the brackets will then be replaced with values from your SharePoint.

We will now discuss how to mail merge in the email body for Drag & Drop templates, before moving on to Rich Text templates.

For Drag & Drop templates

To begin, run JungleMail and open an existing email template, or start by creating a new one.

For Drag & Drop templates you will find the {Columns & Links} button in the text editor on all text blocks (Title, Subtitle or Text).

Select the text block you want to edit. In Text Editor hover your mouse over the place where you want to insert the mail-merge placeholder and click on the {Columns & Links} button:

On the Recipient tab select the option you need from the available dynamic placeholders and press Insert:

Note: If there is no Recipient tab and you see only an Unsubscribe link, it means that there was no recipients selected in Recipient step. Go back to the Recipients step and choose your recipient source or add recipients.

For Rich Text templates

To use mail merge in Rich Text templates, place the cursor where you want to add a new column and click "Columns" in the ribbon:

 This will give you a list of all available columns to use. Select the one you need and click OK:

You can add as many columns as you need. However, you will only be able to use columns that are in recipients list which includes lookup columns.

Mail merge in email subject

It is also possible to use information from you list columns in the email Subject. First we will discuss how to do this for Drag & Drop templates, before moving on to Rich Text templates.

For Drag & Drop templates

For Drag&Drop templates you can add the desired dynamic placeholder by clicking the { Column } button. Or simply by writing the  JungleMail formula in the Subject line. Remember that you should surround your formula with { } and your column name with {[ ]}

For Rich Text templates

Using Rich text templates you can insert the column anywhere to email body using the Column button and then copy the given value to the subject line. You can also opt to write a  JungleMail formula in the email subject line. Please remember that you should surround your formula with { } and column name with {[ ]}.

Note: {[Column display name]} or {[ColumnInternalName]} can also be used.

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