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What are smart tags?

Learn how to add a placeholder text to your document template

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over 5 months ago

When using Sheetgo to generate documents or to send emails you can add smart tags to personalize them with data from your spreadsheet. Smart tags are placeholders added to your document templates or email bodies that represent a column from your spreadsheet, where Sheetgo will fetch data to be replaced.

To set smart tags just wrap the header for a specific column in double curly brackets, (e.g.{{Start Date}}).


Let's see an example, there is a Google Sheets file named “Contact List” which includes all the data needed to create contact letters.

gendoc3


Each column has a header that becomes a smart tag you can use. This allows Sheetgo to transfer dynamic data from your spreadsheet directly to your document or email.

Please note: Each row of data will generate a new document.

When building a document we'll format the page with the basic text and information we need, and add smart tags so that Sheetgo will know where it should add the data from your spreadsheet.

Please note: Your smart tags must be an exact replica of the headers in your Google Sheets file, including any capitalizations or spaces.

As you can see in the image below, the smart tags from the “Generate contact” Google Sheets are added to the document template.

gendoc1

This will include: Name, Location of the Interview, Start Date, and Name of the Project. The smart tags will allow Sheetgo to adjust the name and start date making them unique to each letter. The picture below shows how these items would be displayed (text formatting and paragraph alignment) on each generated letter.

gendoc2

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