Full Email Editor

Email designs can be personalized for individual recipients, which tends to increase response rates for email campaigns. For example, a personalized greeting (such as "Hi Allison" or "Hi Greg") is more friendly and inviting to customers than a generic greeting.

Personalize emails using merge fields. For example, the merge field [Contact.First Name] represents the value defined for each contact's first name. You may choose to include this merge field in the email design as part of the greeting:

Hi [Contact.First Name],

When sending the email campaign, we substitute each recipient's first name. For example:

Hi Allison,

Each merge field represents one contact field. For example, the [Contact.First Name] merge field represents the First Name contact field. This relationship is important to remember. If no contact information is available for a merge field when we send the email campaign, the default value for the contact field is used. If the default value for the First Name contact field is "n/a" or empty, we display "Hi n/a" or Hi blank space in the email sent to recipients for which no first name is available. If the field used in the mail merge is not accurate it would be better to use a word such as "Customer" or "Subscriber" instead. 

Add Merge Fields

Merge fields can be added in Step 2 Create or edit email to personalize email designs.

1. Place cursor in the content area for the Merge Field to appear.
2. Click on Merge Fields and a drop-down list will display (click More if the field does not appear in the list, this will open a new window to list available fields to be used as Merge Fields).
3. Select checkbox beside Merge Field.
4. Click Insert.
5. The field name will be added in to the content area. It should look similar to this [Contact.Last Name]
6. Repeat the process if additional Merge Fields are to be added.

After adding a merge field to email design, test it to see how we will substitute different types of values when the email campaign is sent. This can be tested by clicking on the Preview & Test button in the top right. 

Test Merge Fields

When used correctly, merge fields are an effective way of personalizing an email and increasing response rates. However, because merge fields in email designs represent values that are substituted when the email campaign is sent, we recommend that you test merge fields when designing emails. Testing merge fields help ensure that substitutions are appropriate for the context in which they are used.

The merge fields can be tested by going to Preview & Test.

This is done with contacts that have been defined as test contacts. The merge field will be replaced with the information that is in the contact field. If a contact field is empty it will display blank when the email is sent.

1. From Step 2 Create or edit email, click the Preview and Test button.
2. Click the Previous or Next (Left and right arrows) button to substitute values for another test contact.
3. Click Close Preview button to return to the Editor 

Smart Email Builder

Email designs can be personalized for individual recipients, which tends to increase response rates for email campaigns. For example, a personalized greeting (such as "Hi Allison" or "Hi Greg") is more friendly and inviting to customers than a generic greeting.

Personalize emails using merge fields (sometimes called "tokens"). For example, the merge field [Contact.First Name] represents the value defined for each contact's first name. You may choose to include this merge field in the email design as part of the greeting:

Hi [Contact.First Name],

When sending the email campaign, we substitute each recipient's first name. For example:

Hi Allison,

Each merge field represents one contact field. For example, the [Contact.First Name] merge field represents the First Name contact field. This relationship is important to remember. If no contact information is available for a merge field when we send the email campaign, the default value for the contact field is used. For example, if the default value for the First Name contact field is "n/a", we display "Hi n/a" in the email sent to recipients for which no first name is available. A more meaningful default value is "Customer" or "Subscriber". For information about contact fields and how to define default values, see Fields.

Add Merge Fields

You can add merge fields to your Smart Builder campaigns.

In order to insert merge fields in the Smart Builder you will need to follow these steps:

1. Position the cursor in the design editor where you want to add the merge field.
2. In the toolbar, click the Select Token dropdown.
3. From the list, select the merge field you want to insert.  You can see more merge fields by clicking the More... option at the bottom of the list.

Test Merge Fields

When used correctly, merge fields are an effective way of personalizing an email and increasing response rates. However, because merge fields in email designs represent values that are substituted when the email campaign is sent, we recommend that you test merge fields to verify that substituted values are appropriate for the context in which they are used. You test merge fields by sending a quick test from the preview window.