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Import a CSV List and Personalize with Merge Tags

Table of Contents

(Premium only)

Use CSV ingestion to email people who aren’t in your Gravity Forms entries, while still personalizing messages with merge tags.

Steps #

  1. Enable CSV in the Feed
    • Edit your feed and check Add CSV Emails to List.
  2. Prepare Your CSV
    • Must contain exactly one column named email (lowercase).
    • Add any other columns you want to use (e.g., first_name, amount, deadline).
  3. Compose Your Email
    • Write Subject/Message using those merge tags. Example: Hi {first_name:2:meff}, your balance is {amount:3:meff}.
    • Map each merge tag used to a CSV column. See Settings Reference -> Merge Tag Fallbacks & CSV Column Mapping.
  4. Submit the Control Form
    • Upload the CSV to the control form, fill it out like normal and submit.
    • When you submit, CSV recipients are pulled into the batch (alone for CSV‑only campaigns, or combined with target‑form entries if you also set a target form).

Tips #

  • Preview the batch to confirm column mapping looks right.
  • Deduplication applies across CSV and form entries.
  • If uploads are blocked, see Settings Reference -> CSV Ingestion for allowing .csv files and remember to deactivate the snippet after creating your batch.

With CSV + merge tags, you can send tailored emails to external lists without importing those contacts into your Gravity Forms database.

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