Can I send one link to multiple people with Mail Merge?

Note: This feature is only available on the Closer plan.

Attach supports the pre-population of data into the 'Information Required' form that will be displayed to unidentified visitors to your document, by appending a query string to your attach link.

This will automatically add the recipient’s details to Attach and save you the hassle of creating a unique link for each individual.

The supported query parameters are:

  1. email
  2. company
  3. name
  4. telephone

To do this:

    1. Make sure you create a CUSTOM link and leave on "ASK VISITORS FOR INFO" and email checked (i.e. don't change from the default settings).

Attach

  1. Once you have your link, add this to the end of it: ?email=
  2. Append the mail merge tag to the back of that. For example, in MailChimp that would look like this:

https://view.attach.io/123?email=*|EMAIL|*

Different email tools have different ways of passing the data, but we've given some examples of popular tools below. If you require additional assistance for a different tool please contact support@attach.io.

(Not all fields are required - remove the ones that are not needed.)

Mailchimp (mailchimp does not support company or telephone):
?email=*|EMAIL|*&name=*|FNAME|*%20*|LNAME|*
More information: http://kb.mailchimp.com/merge-tags/all-the-merge-tags-cheatsheet

SendGrid:
Define substitution tags: fullname, company, telephone
?email=-email-&name=-fullname-&company=-company-&telephone=-telephone-
More information: https://sendgrid.com/docs/API_Reference/SMTP_API/substitution_tags.html

Campaign Monitor:
Define the custom fields you need: fullname, company, telephone
?email=[email]&name=[fullname,fallback=]&company=[company,fallback=]&telephone=[telephone,fallback=]
More information: http://help.campaignmonitor.com/topic.aspx?t=154#new-field
http://help.campaignmonitor.com/topic.aspx?t=33

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