Mailmerging in Ubivox

Posted by Mia Meldgaard. Last updated: Fri, Jul 11, 2014

It is a good idea to mailmerge in newsletter. By using mailmerging you insert unique data on each subscriber in the system. This could, for example, be the first name of the subscriber. By doing this you make a personel newsletter. The simplest form of mailmerging is when, the subscriber is greeted by name: Dear Oswald contra Dear reader.

When your work with mailmerging in your newsletter, you have to follow this first time process:

1) Create subscriber data fields.

2) Insert the HTML code in the editor

3) Make the subscriber list ready in Excel

4) Import the Excel file

The process

1) Start by creating subscriber date fields with the information that you wish to mailmerge, i.e. name, company etc. Go to the menu at the top of the screen, hover at Lists and Subscribers and click at Subscriber data fields

Read our guide about how to create data fields

2) The next step is to open the newsletter in the editor and insert/copy the HTML code to the place you wish it to be. If you are mailmerging the first name of the subscriber (Dear Oswald), you can use simple mailmerging with the code below.

Subscription.data covers you subscribers’ data. The first name refers to the data field. It is important that the data field has been created before you use it in mailmerging, since the editor will create an error message.

3) When you are getting ready to start mailmerging in a newsletter, you have to make your list into an import file. Saving it with the correct subscriber data does this. Therefore, you have to open your import file in Excel and create colons for each subscriber data field. You also have to insert the subscriber data information, i.e. first name and last name, into the file.

Read our guide The difference between test recipients and system users, if mailmerging is not working.

4) Save the file and start the importing process. It will then appear as an extra data field on your subscriber list. Ubivox always considers an imported file as a new file. Therefore, if you have to update subscriber data, you have to mark this check box at the following site before you start the import. It is a one-time file, meaning that once it has been imported it is no longer connected to the list. It, of course, ads new subscribers, make updates etc. but it can no longer be used.

Standard Content

If a subscriber haven't inserted their first name, you should have an alternative, which is inserted instead. Do the following:

{{subscription.data['First name']|default('reader')}}

Example:

Then the mailmerge would say Dear reader instead of just Dear.

Other mailmerging tags

Ubivox supports a range of other tags to use:

Tag Description
{{delivery.subject}} Subject line of the newsletter
{{delivery.send_time}} Time of delivery of newsletter
{{delivery.sender_name}} Name of the sender
{{delivery.sender_email}} E-mail address of the sender
{{subscription.id}} The ID number of subscription in Ubivox
{{subscription.email}} E-mail address of the subscriber
{{subscription.added}} Date and time of subscription
{{subscription.unsubscribe_link}} Unsubscribe link for this specific subscriber
{{subscription.online_link}} Link to the online version of newsletter

Advanced mailmerging

It is possible to create content that depends on the data fields. You can for instance make if sentences.

You can for instance show specific elements to people living in a specific Zip Code as shown in this example:

{% if subscription.data['Zip Code'] >= '5000' %}
Visit link A
{% elif subscription.data['Zip Code'] <'4000' %}
Visit link B
{% elif subscription.data['Zip Code'] =='4500' %}
Visit link C
{% else %}
Visit link D
{% endif %}

The mailmerging is based on the template engine, Jinja, read more about it here. All of the options are possible, except inclusion and inheritance tags.

Contact us at support@ubivox.com if you need assistance to the advantage mailmerging.


What next?

Read more articles on these subjects: Newsletter, Editor, Data fields

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About the author

Mia Meldgaard
Customer Care Manager

Versatile support agent, especially savvy at social media strategy and social sharing. Handles direct contact with users and communication strategies.


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