Announcing DocSend Mail Merge Support

Use a single link to uniquely track engagement from mail merge recipients

You’re an email pro. You use mail merge to send personalized messages to your clients en masse. You want the benefits of sending individual DocSend links but don’t want to create hundreds of links one at a time.

Problem solved! We’re excited to announce support for mail merge links. If you’re on a DocSend Team or Enterprise plan, you can now use a single link in a mail merge email and track engagement uniquely for each recipient.

To create a mail merge link simply append “?email=” followed by a merge field for the recipient’s email address to the end of any DocSend link.

For example: https://www.docsend.com/view/yvcpbyb?email=<MailMergeEmailPlaceholder>

---

Here’s a quick rundown on how to use mail merge links in a few popular platforms:

In Yesware

1. Create a new mail merge as you normally would.
2. In the compose area, click the link button to insert a link into your message.
3. In the URL field, paste the DocSend link to the document you want to send. Then add to the end “?email=” without the quotes.
4. Add the {!Email} merge field after the equal sign to dynamically fill in your contact’s email address. You should now have a URL that looks like https://www.docsend.com/view/yvcpbyb?email={!email}

In ToutApp

1. Create a new template as you normally would.
2. When you’re creating a template, highlight the text you want to use as a link to your DocSend document and click the link button.
3. In the URL field, paste the DocSend link you want to send. Then add to the end “?email=” without quotes.
4. Add the {{work_email}} dynamic field after the equal sign to dynamically fill in the work email address of each recipient. You should now have a URL that looks like https://www.docsend.com/view/yvcpbyb?email={{work_email}}

In MailChimp

1. Create a new template as you normally would.
2. In the template highlight the text you want to use as a DocSend link and click the link button.
3. In the Web Address field, paste the DocSend link you want to send. Then add to the end “?email=” without the quotes.
4. Add the *|EMAIL|* merge tag after the equal sign to dynamically fill in the recipient’s email address. You should now have a URL that looks like https://www.docsend.com/view/yvcpbyb?email=*|EMAIL|*

In PersistIQ

1. Create a new template as you normally would.
2. In the template highlight the text you want to use as a DocSend link and click the link button.
3. In the URL field, paste the DocSend link you want to send. Then add to the end “?email=” without the quotes.
4. Add the {{email}} merge variable after the equal sign to dynamically fill in the recipient’s email address. You should now have a URL that looks like https://www.docsend.com/view/yvcpbyb?email={{email}}

---

Our goal at DocSend is to make sending documents easier and more actionable. If there’s a new feature you’d like to see, let us know!