Mail merge
Marketing. A process that generates customized email messages from a generic template and store of contact data.
- The original document, or template, contains static text with placeholders for substitutions for data like names, addresses, emails, or other unique information.
- Most data that populates these placeholders comes from a database, spreadsheet, or CSV file.
- The column headings in a spreadsheet or field names in a database map to the template's placeholder labels.
- During the merge, the process replaces placeholders with the data from a database record or row and creates a customized email.
Mail merges can also create customized letters and documents using a word processor and spreadsheet.
To replicate this functionality in Twilio SendGrid, use the SMTP API.
- For marketing emails, use Substitution Tags and Custom Fields in Marketing Campaigns
- For transactional emails, use the transactional templates application.