(Premium only)
Use CSV ingestion to email people who aren’t in your Gravity Forms entries, while still personalizing messages with merge tags.
Steps #
- Enable CSV in the Feed
- Edit your feed and check Add CSV Emails to List.
- Prepare Your CSV
- Must contain exactly one column named
email(lowercase). - Add any other columns you want to use (e.g.,
first_name,amount,deadline).
- Must contain exactly one column named
- Compose Your Email
- Write Subject/Message using those merge tags. Example:
Hi {first_name:2:meff}, your balance is {amount:3:meff}. - Map each merge tag used to a CSV column. See Settings Reference -> Merge Tag Fallbacks & CSV Column Mapping.
- Write Subject/Message using those merge tags. Example:
- Submit the Control Form
- Upload the CSV to the control form, fill it out like normal and submit.
- When you submit, CSV recipients are pulled into the batch (alone for CSV‑only campaigns, or combined with target‑form entries if you also set a target form).
Tips #
- Preview the batch to confirm column mapping looks right.
- Deduplication applies across CSV and form entries.
- If uploads are blocked, see Settings Reference -> CSV Ingestion for allowing
.csvfiles and remember to deactivate the snippet after creating your batch.
With CSV + merge tags, you can send tailored emails to external lists without importing those contacts into your Gravity Forms database.
