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.
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.
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.
Where you can use smart tags
Document generation — add tags to a Google Docs template. Sheetgo replaces each tag with the corresponding cell value and generates one document per row.
Email subject line and body — personalize mass emails so each recipient receives a message with their own data filled in.
PDF generation — tags placed in the Google Docs template carry through into the exported PDF.
Using smart tags in emails
Smart tags work the same way in email automations. You can add them to both the subject line and the email body to personalize each message with data from your spreadsheet.
For example, if your spreadsheet has a First Name column and a Plan column, your subject line could be:
Hi {{First Name}}, your {{Plan}} renewal is ready
Each recipient receives their own version with real values filled in. See Send personalized emails for the full setup.
Troubleshooting
The tag appears literally in the output instead of being replaced
Smart tags are case-sensitive and must match your column header exactly, including spaces. If your header is Start Date, the tag must be {{Start Date}} — not {{start date}} or {{StartDate}}.
Hidden formatting inside the tag breaks it
If part of the tag text is bold, italic, or a different font in your template, the tag won't be recognized. Re-type the entire tag in plain text to fix it.
Some rows show the tag replaced; others show nothing
The corresponding cell for those rows is likely empty. Sheetgo replaces a tag with an empty string if the source cell has no value. Add a default or placeholder value to the source cell if needed.