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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

​@PatriciaS 

      1. Add a merge field to your template

  • In your DocuSign template, edit the Email Subject field.

  • Include a merge placeholder like: Agreement for [[CustomerName_UserName]].   CustomerName is the Role on your Template 

    2. Prepare your CSV file correctly

  • Use 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 exactly

  • The role name must match exactly between the template and CSV headers.

    4. Upload and send

  • Upload the CSV in the Bulk Send workflow.

  • Each row generates a separate envelope where the subject merges the customer name.

Thanks John - problem solved!

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