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Sending email marketing campaigns

Email Marketing: Using Personalized Content in Your Campaigns


Personalize your email campaigns by using dynamic values. Dynamic values are placeholders in your email that will insert your recipient's personalized information, like a first or last name. Adding this personal touch to a campaign significantly increases interest in your email.


Use personalized content in both the campaign's text and subject line to best engage your recipients. You can also add fallback text so your recipient won't see a blank space if the data is not available.


Example of an email campaign with personalized content like the recipient's first name and the site URL

Note:


Personalized content doesn't appear in test email campaigns. Your recipients will still see them when you send the campaign.



Adding personalized content to your campaign's text


You can include personalized content in any of your email campaign's text elements. Add your recipient's name, email address and/or your site's URL to make the content personal and exciting to read.


To add personalized content to your campaign text:


  1. Go to Email Marketing in your site's dashboard.

  2. Click Edit next to an existing campaign, select a template, or create a new one.

  3. Click any text element or add a new one.

  4. Click where you want to add the dynamic value.

  5. Click + Add Personalized Content under Styles.

  6. Select the value from the drop-down (e.g. contact last name, contact birthday, etc.)

  7. (Optional) Write a fallback text in the text box.


A screenshot of the email campaign builder where you can add personalized content to the text elements


Adding personalized content to your campaign's subject line


When you're ready to send your campaign, draw your recipients' attention to your email by including their details in the subject line or preview text.


To add personalized content to the subject line or preview text:


  1. Go to Email Marketing in your site's dashboard.

  2. Click Edit next to an existing campaign, select a template, or create a new one.

  3. When you're done editing, click Next.

  4. Add at least one recipient and click Next.

  5. Click Edit next to Subject line.

  6. Click where you want to add the dynamic value.

  7. Click + Personalize under the subject line and/or preview text.

  8. Select the value from the drop-down (e.g. contact last name, contact birthday, etc.)

  9. (Optional) Write a fallback text in the text box.


Editing an email campaign's subject line, highlighting the personalized content option


FAQs


Click a question to learn more about using dynamic values.


Some common examples of personalized content include the recipient's name or address.

For example, insert the content [Contact First Name] in the email text 'Thanks for subscribing [Contact First Name]' to personalize the text to the name of the recipient.


If data for the personalized content is not available, the fallback text you enter appears in its place.

For example, if you include your recipient's first name in the email title, you can add fallback text like "dear customer" so the title still makes sense if their first name isn't in the system.


No. You can only choose variables from a list when using desktop.


Dynamic fields may display as placeholders when the data source (e.g. a contact field) is missing or incorrectly set up.

To resolve this:

  • Ensure the relevant fields (such as name, email, etc.) are properly mapped to the dynamic fields in your email template. If a contact is missing some details, make sure to complete them in your contact list.

  • If this email was created for an automation, make sure to test the automation by submitting the form and verifying the email content.


Personalized content placeholders in the email composer will always be in English even if the content and website language are not English. However, when an email is sent out, personalized content should be reflected in the correct language.


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