Help - Basic Merging

You can merge fields from your spreadsheet in to your message so that each message you send is fully customized to that recipient.

For example – suppose you have a spreadsheet or table with 4 columns: first, last, phone and balance.

ExcelSend Screenshot

You can send a message to each number and personalize each message with the recipients name. Simply put the name of the field inside your message between a pair of double carets (^). In this example you would put ^^first^^ in your message. For example:

Hi ^^first^^, training tonight is cancelled because of social distancing concerns. Stay Safe

Would result in the first contact receiving the following text message:

Hi Jack, training tonight is cancelled because of social distancing concerns. Stay Safe

Picking Fields

When composing your message there is a shortcut to typing in merge fields. Simply click on the drop-down control and ExcelSend will show you the available fields from your spreadsheet. Click on the one you want to use and it is inserted in to your text message.

ExcelSend DropDown control

Formatting Merge Fields

A basic merge field just contains the name of the field – e.g. ^^balance^^. However, you can also add format specifiers to alter the way the field is displayed. This may be necessary for numbers or dates. To alter the balance field so that it shows as a currency value you would use

^^balance{n:c}^^

For a full explanation of merge fields see the Format Merge Fields page.

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