What are smart tags?

Learn how to add a placeholder text to your document template

Vitor Mazon avatar
Written by Vitor Mazon
Updated over a week ago

When you are using Sheetgo to generate a new document or email you can add smart tags to personalize it with data from your spreadsheet. The smart tag is a placeholder added to your document template or an email body that represents a column from your spreadsheet, where Sheetgo will fetch data to be replaced, it's represented by: {{column name}}.


Let's see an example, there is a Google Sheets file named “Contact List” with configured columns, as seen in the image below. This includes all the data needed to create the 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. To add smart tags, wrap the header title with double curly brackets, e.g. {{Name}}.

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

The Third Party HR firm wants to print the Name, Location of the Interview, Start Date, and Name of the Project. For example, the smart tags will allow Sheetgo to adjust the name and start date because these need to be 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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