How to add a name field into Email Subject when bulk sending envelopes

Question

Hi, I’m seeking information on how you customise the Email Subject to include the customer name when creating a bulk send. I understand how to do this for individual templates (and are using successfully), but am not having success adding into the bulk send template.

The reason is that signed agreements will come into a Shared Mailbox, and I need the multiple users to be able to easily identify which customer the envelope is from (without opening).

I have read the related articles in the DocuSign support material and watched numerous Youtube videos, but none address this. Is there specific data you need to add into the CSV file to get this to work.

Thanks in advance.

Patricia

JohnSantos · Accepted Answer

​@PatriciaS   1. Add a merge field to your templateIn your DocuSign template, edit the Email Subject field.Include a merge placeholder like: Agreement for [[CustomerName_UserName]]. CustomerName is the Role on your Template2. Prepare your CSV file correctlyUse the correct role-based headers. For example, your recipient role is CustomerName,include:CustomerName::Name plus all the other required fields in your CSV.3. Match names exactlyThe role name must match exactly between the template and CSV headers.4. Upload and sendUpload the CSV in the Bulk Send workflow.Each row generates a separate envelope where the subject merges the customer name.

PatriciaS · Answer

Thanks John - problem solved!

1. Add a merge field to your template

2. Prepare your CSV file correctly

3. Match names exactly

4. Upload and send

1. Add a merge field to your template

2. Prepare your CSV file correctly

3. Match names exactly

4. Upload and send

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