How to use merge tags and upload CSV file

When you are sending cards to a large number of lists. You may want to personalize it by replacing the First name of each person on the list, or it could be any other field.

This article will show you How to use merge tags and upload CSV file?

Let's get started

Step 1

Create a card and choose a template.

Step 2

Once you are in the editor

Add some text

Step 3

Now let's add a Merge tag

Suppose I want to call out the name of every person on the card.

1. I will take my cursor in front of "Hey" and click on the "name"
2. You can see a tag has been added {{name}}

Step 4 - Upload CSV

Now let's upload a Contact list Click on Upload CSV and choose a file in CSV format

Step 5

Once the file is selectedNow hit next

Define the Merge tag fields by matching the Name with the name in your CSV file

Step 6

You can also add a new Merge tag by clicking on "Add new Merge tag"Give it a name and select the adjacent column in CSV file by "selecting Value"Once you are done. Click Next

Step 7

If there are any errors or missing fields, they will show up here

Step 8

If you hover your cursor over the Merge tags you can edit them and also add a fallback

Step 9

Let's preview the personalized cards

Click on the small eye icon on your right side

You can see that Merge tag {{name}} has successfully replaced the First name from the list.

Now you are ready to send the card

If you have any queries, feel free to reach out to us in live chat or at hello@cardclan.io