CSV Bulk import data into email body

Question

Is it possible to import data in a specified column from the CSV bulk file into the body of email via bulk send?  We have different code send to employees.  The code cannot be on the form and must be on the email.  How could this be accomplished?  I looked up ECF and followed the steps, but it did not work.  Thank you.

Mark Hurst · Accepted Answer

I think you’re on the right track with the Envelope Custom Fields. You can follow same approach for including ECF syntax in body of the message as what’s outlined in Use Merge Fields in the Template Email Subject to Customize Envelopes (e.g. [[ECF:ECF Field Name]]).

If the ECF does not exist on your account to populate in the CSV, you may need to add it to the Template your using by modifying the Template JSON. The video below would walk you through the steps.

For example, you could add an ECF to the Template named “Code” then include [[ECF:Code]] in the body of the Message, then populate that value in the CSV for your Bulk Send.

nathaly.monge · Answer

Hello @HR092324,Welcome to the Docusign Community and thank you for posting your concerns!It is possible to add information to the email body and subject using a CSV for bulk sending, for more information, please view the following link:Bulk List Column Formats for Custom Language and Email SettingsLet us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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