How do I map fields to be merged from my CSV into my emails?

MailKing and Gmail Auto Follow Up are two of cloudHQ’s Chrome extensions that can parse CSV and Excel files as the source of merged data.

How does it work?

cloudHQ will map columns’ names from your CSV/Excel to merge tags. The merge tags will then be added to the Merge Tags Menu. You can also add them to subject or message body of emails. The merge tag format is *|column_name_1|*.

What follows is a step-by-step procedure for how to upload CSV files and use merge tags.

    1. Create your CSV file. The names you give to the columns of your CSV will become the names of your merge fields. However, there are some limitations:
      • “Email” must be the title of your first column.
      • If you have more than one column, then “FirstName” must be the title of your second column and “LastName” must be the title of your third column.

    2. When creating your campaign, use the column names as your merge fields. Employ the following format: *|columnname|*. You can also find them already added in the dropdown menu.
  3. Check the preview to ensure that you’ve properly mapped your fields and you’re ready to send your campaign with MailKing.
NOTE: Merge tags are case and space sensitive. Therefore, make sure that the column names in your CSV or Excel spreadsheet match the merge tags. That means, if the column name is column_name_1, then the merge tag should be *|column_name_1|*.
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