Email campaigns support for mail merge and merge tags

  1. Introduction
  2. Create merge tags during campaign creation
  3. Load merge tag names and values from Google Contacts
  4. Insert a merge tag into a campaign or follow-up
  5. Set fallback values

Introduction

A merge tag is a small code snippet that inserts unique user data (first name, last name, etc.) into emails.
You can use merge tags to add personalized or dynamic content to your campaigns.

The merge tag syntax is either {{merge_tag_name}} or *|merge_tag_name|*:

{{merge_tag_name}}
*|merge_tag_name|*

Each merge tag has a name (like *|FirstName|*, *|LastName|*, etc.) and values that are different for each recipient.

For example, a valid merge tags might be:

{{FirstName}}
*|LastName|*
*|MY_NAME|*

The merge tag names and values are loaded from:

  1. A spreadsheet or CSV (each column becomes a merge tag), loaded during campaign creation
  2. Google Contacts

Merge tag example

To include your contacts’ email addresses in your email, place the *|EMAIL|* merge tag where you want the address to show. When your contact gets the campaign, they will see their own email address in that spot.

How to create merge tags during campaign creation

When loading data from a spreadsheet or CSV, each column becomes a merge tag.

For example, the column name FirstName becomes the merge tag *|FirstName|*.

Merge tag names and values from Google Contacts

If merge tags values are not loaded during campaign creation (missing or empty), our system can also load merge tags from Google Contacts. To use Google Contacts for merge tags, you must authorize access as shown below.

The merge tag name comes from the Google Contacts field name. For example, “First Name” becomes *|FirstName|*. Custom fields also create merge tags. The custom field label name becomes the merge tag name, and the custom field value becomes the merge tag value. For example, a custom field labeled as “Greetings” with the value “Hello Russ” becomes *|Greetings|* with the value “Hello Joe” for that recipient.

How to insert a merge tag into my campaign or follow-up

Type the merge tag directly into your content, or pick one from the Merge Tags drop-down menu.

Fallback values

Some contacts may not have all fields. You can set a fallback value that will show when the field is empty. For example, *|FIRST_NAME|Friend|* will show the contact’s first name when it exists; otherwise, it will show Friend. The syntax is the merge tag, then a pipe character, then the fallback value.

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