How do I use merge tags in my email content?
Merge tags allow you to dynamically insert data into your email to personalize the message, making it unique to the individual receiving it. A common example or using merge tags is to insert a merge tag for the First Name demographic field to address each recipient of your email with a greeting (Hi, Stephanie!).
How-to
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1. Open your campaign and go into the Design step of the workflow to use the drag-and-drop email designer. | |
2. Click into a text block and place your cursor where you want to insert the merge tag. | |
3. In the text editor on the right, locate and click the Merge Tag icon. | |
| 4. A menu will appear. Scroll or search to find desired field. Click to select the field. | |
5. The field's merge tag will be visibly inserted into the text block at the cursor position. 6. Format as needed by adding a comma, or line breaks. | |
7. When the campaign sends, the recipient will see their unique information. |
Notes
- While merge tags allow for easy personalization, be certain that you have accurate data for your recipients. Most recipients do appreciate the personal touch, until they realize the data is wrong or incomplete.
- We recommend you add a default value to the fields you intend to merge into emails. This default value will be shown when a recipient of an email does not have a saved value in the field you are merging. You can set default values for your fields in Settings > Data Setup > Contact Fields. Edit the contact field and enter a value in "merge options" box.
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