Mailmerge from Dataset

Merge/batch publications

This allows you to merge data from a CSV or Excel file directly into emails. You upload the file as a ‘dataset’ first, then create a new publication and choose the data columns to merge into the body text.

Click ‘Merge datasets’ from within the ‘Data, filters & forms’ section on the Main menu, then ‘New dataset’.Select your Excel (xls or xlsx) or CSV file and hit ‘Upload’:

Choose the account type you intend to match on (usually student) and then from the list of columns in thedata file (listed on left) choose which field to match to in SchoolPost (listed on right) – probably most frequently this will be ‘Code’ (typically Adno from SIMS, StudentID from iSAMS or Code from PASS):

Hit ‘Apply’ then you will be able to ‘view’ your matches (and any non-matches) to verify that the data hasuploaded correctly. Assuming so, enter a Name for your dataset and hit ‘Save’.

Go to Main menu > New merge publication then choose ‘dataset’ for the merge type under ‘Recipients’,then choose your dataset from the drop-down. A new drop-down listing the columns from your dataset will appear along the top bar of the content editor – use this to select/insert the merge fields within the text of your publication:

Use ‘View email’ to preview the message, and scroll through individual recipients using the left and right buttons at the top to check the data/merge fields.
Set any appropriate reply and/or security options and ‘Publish’ or ‘Request approval’ as with any other publication.