cloudHQ MailKing can parse both CSV file or Excel file (created from Salesforce) as the source of merged data. You’ll need to map columns from your CSV to the email that you’re creating in MailKing by cloudHQ.
- Create your CSV file. Whatever you name the columns on your CSV will be the names of your merge fields. However there are some limitations:
- “Email” must be your first column.
- If you have more than one column, then “FirstName” must be your second CSV column and “LastName” number be your third column.
- When creating your email in Gmail, use the column names as your merge fields, using the following format: *|columnname|*
NOTE: this is case and space sensitive. If you are using an existing template, make sure that the columns in your CSV or excel match the *|columnname|* in the email.
- Check the preview to ensure that you’ve properly mapped your fields and you’re ready to send MailKing.