Mail merge links lets you use DocSend in email drip campaigns and other mass personalized outreach. They integrate directly into your marketing automation tool’s templates and track engagement for every recipient who clicks the link. The recipient’s email is automatically captured through your automation tool’s merge tag, so you’ll know who each visitor is without prompting them for their email in DocSend.
Supported mail merge services
DocSend supports a variety of marketing automation services, including:
- Salesloft
- Outreach
- PersistIQ
- Yesware
- Toutapp
- Groove
- Apollo
- Marketo
- Pardot
- Hubspot
- MailChimp
Create a Mail merge link
To create a Mail merge link:
- Click Content library.
- Navigate to the document you want to create a link for.
- Click the down arrow next to Create link.
- Click Mail merge link.
- Configure merge link settings.
- Select your Email service from the dropdown menu.
- Note: Select Other to input the recipient merge tag associated with your service of choice.
- Click Create link.
- Click Copy link to insert it into your campaign, sequence, or template in your automation tool.
