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Personalize an Email

Personalization (Merge) Fields allow you to merge data from your mailing lists directly into your email message. You can use this is to add a recipients name in the email, a recently purchased product or info about a donation. Any info you have in a mailing list can be merged into your email to make it more personal for your readers.

1. First, edit a text block by mousing over block and select Click to edit.
2. Select the Insert Drop down menu (located in the upper right side of the page).
3. Under Merge Fields, choose to insert First Name, Last Name, Title, etc.
4. You should now see an equivalent merge field in your email that looks like this: {FIRST_NAME|insert_default_here}.
5. If your list includes custom fields, scroll to the bottom of the list of fields to insert.
6. If you're worried that you don't have the appropriate data for all your records, you can set default text for your merge field like so: {FIRST_NAME|Reader} or {FIRST_NAME|Subscriber} - with this example, anyone whose first name does not appear in your list would see the default text instead.

Merge Fields



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