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When you are sending cards to a large number of recipients, you may want to personalize them 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 files for personalized bulk sending.

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Step 1: Create a Card

Create a card and choose a template. Create Card

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Step 2: Access the Editor

Once you are in the editor, add some text to your card. Editor Interface

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Step 3: Add a Merge Tag

Now let’s add a merge tag. Suppose you want to call out the name of every person on the card:
  1. Take your cursor in front of “Hey” and click on the “name” field
  2. You can see a tag has been added {{name}}
Add Merge Tag

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Step 4: Upload CSV

Now let’s upload a contact list:
  • Click on Upload CSV and choose a file in CSV format
Upload CSV

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Step 5: Define Merge Tag Fields

Once the file is selected:
  1. Hit Next
  2. Define the merge tag fields by matching the Name with the name in your CSV file
Define Fields

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Step 6: Add Custom Merge Tags

You can also add a new merge tag by:
  1. Clicking on “Add new Merge tag”
  2. Give it a name and select the adjacent column in CSV file by “selecting Value”
  3. Once you are done, click Next
Add Custom Merge Tag

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Step 7: Review Errors

If there are any errors or missing fields, they will show up here for you to fix. Review Errors

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Step 8: Edit Merge Tags

If you hover your cursor over the merge tags you can:
  • Edit them
  • Add a fallback value
Edit Merge Tags

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Step 9: Preview Personalized Cards

Let’s preview the personalized cards:
  1. Click on the small eye icon on your right side
  2. You can see that merge tag {{name}} has successfully replaced the first name from the list
Preview Cards
If you have any queries, feel free to reach out to us in live chat or at hello@cardclan.io