Import a CSV List and Personalize with Merge Tags

(Premium only)

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

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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).

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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.

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