When you send out an email campaign, it is possible to add customized fields.
These fields allow you to personalize your emails based on who you send them to.
For example:
You have sent an email campaign to three people: Jessica Smith, Adam Johnson, and Simon Brown.
You can personalize the campaign so that:
- Jessica Smith receives an email with the introduction "Hello Jessica."
- Simon Brown receives an email with the introduction "Hello Simon.."
- Adam Johnson receives an email with the introduction "Hello Adam"
How to Create a Customized Field
To create a customized field, follow these steps:
- Start by creating an email campaign. Please note this feature only works with the use of a template.
- Once you get to the Content page, select a text box from the vertical menu on the left-hand side and drop it where desired on the template.
- Once the text box is placed, you will see a list of tools appear on the same menu. Select the Automatic Fields tool.
- You can then send a message to all recipients, personalizing it with the first name and address.
Example: You want to send the following message to Adam Johnson:
Hello Adam,
We have in our records that you live at 123 Main Street, Chicago.
Is this still correct?
Thank you. - To do this, you will write in your text box like this:
Please note that if a person to whom you are sending this message does not have a street address or city recorded in your platform, the message will be sent to them by replacing the street address and city with a blank space:
Hello Adam,
We have in our records that you live at 123 Main Street, Chicago.
Is this still correct?
Thank you.
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