Do you find it difficult to identify or personalize envelopes when sending documents through Docusign, especially in bulk or with PowerForms? Are your email notifications starting to look the same, making it harder to track important agreements?

Here’s a simple solution: use merge fields in your template’s email subject and message body. Merge fields let you automatically add recipient names, email addresses, or envelope custom fields (ECFs), making each envelope easier to spot, search, and personalize. This is especially helpful for internal workflows, PowerForms, and bulk sends.

Watch this Trainer Tip video to learn how to personalize template email subjects with merge fields in Docusign eSignature.

Key Takeaways:

• Use merge fields to automatically personalize email subjects and messages in eSignature templates.
• Insert recipient data or envelope custom fields to make each envelope unique and easier to track.
• Customize messages for different recipients and roles to improve clarity and workflow efficiency. 
  • Ideally, avoid inserting a recipient’s own name into the subject line of emails sent to them; instead, use recipient names in subject lines for internal emails to help your team identify and prioritize envelopes.
• Use merge fields especially in PowerForms and bulk sends, where larger volumes make it essential to identify and track individual envelopes and email responses.
• Keep subject lines concise to avoid truncation after merge fields are replaced (max 100 characters).

Additional Resources:

Use Merge Fields in the Template Email Subject to Customize Envelopes

Create a Template with Merge Fields for Bulk Send

Create a PowerForm with a customised subject line

Envelope Custom Fields 

How to Use Merge Fields with Docusign for Salesforce

Developer Guide: Send Envelope with Merge Fields (Docusign for Salesforce)


Continue the Conversation

How do you plan to use merge fields in your Docusign templates? Do you have any questions about customizing email subjects or messages? We'd love to hear your thoughts and any questions in the comments below!