Mail Merge Template

This project will show you how to create a Mail Merge Template using Ruby and Sinatra.

Setup

System dependencies

• Ruby 3.1.1 or greater

Gather environment variables

You'll need the following values:

CLIENT_ID = ""
CLIENT_SECRET = ""
ACCESS_TOKEN = ""

Add the above values to a new .env file:

$ touch .env # Then add your env variables

Install dependencies

$ gem install dotenv
$ gem install sinatra
$ gem install sinatra-flash
$ gem install nylas
$ gem install webrick

Usage

Clone the repository. Go to your terminal and type:

$ ruby MailMerge.rb

Create an .csv file with information like this:

Name | Last_Name | Account | Address | Email | Gift

The only "mandatory" fields are: Name and Email. You can delete, update or create new fields.

And go to http://localhost:4567

You will presented with a form, enter the Subject, Body and select the .csv file that you're going to use and simply press submit to start sending personlized emails.

Read the blog post

• How to Create a Mail Merge Template with Ruby