Give your emails a personal touch, even when sending to large lists of contacts. Use Mail Merge tags to insert your client’s contact details anywhere in the email body or subject.

After sending your email, these tags will translate into text personalized for each contact you send to. 

Watch the following video for a quick demonstration of how to send a personalized email using mail merge.

• Viewing Your Mail Merge Tags
• Editing Your Mail Merge Tags
• Testing Your Tags Before Using
• Send A Personalized Email
• Alternate Sending Steps (manually entering the tag)
• Why didn't the mail merge tag resolve correctly in the copy I received?

Viewing Your Mail Merge Tags

1. Click Manage Lists in the top header.
2. Click the Mail merge tags link in the top-left corner of the page.
3. 1.  

Each available tag to choose from is displayed under the Name column. Each tag corresponds to a field value in your contact's details. The Preview column displays an example of the dynamic text that gets inserted into the email when you add the tag, while the Fallback column shows what will display if there is no value in the corresponding contact field.

{{SUBJECT_GREETING}} and {{GREETING}} tags map to the Nickname field in the contact details. If there is no value in the Nickname field, the contact's First Name is displayed. If there is neither, the Fallback value of the tag is displayed.

The {{ATTACHMENTS}} tag will allow you place links to a PDF file anywhere in your content. Click here for more details.

{{COMPANY_NAME}} maps to the Company name indicated in the contact details. If there is no value in that field, the Fallback value of the tag is displayed.

{{FIRST_NAME}} maps to the contact's First Name. If there is no value in the First Name field, the Fallback value of the tag is displayed.

{{LAST_NAME}} maps to the contact's Last Name. If there is no value in the Last Name field, the Fallback value of the tag is displayed.

The {{SIGNUP_LINK}} tag will resolve to a link to your list's subscription page. Click here for more details.

{{TITLE}} maps to the contact's Title.  If there is no value in the Title field, the Fallback value of the tag is displayed.

Editing Your Mail Merge Tags

You can edit each tag by clicking on their respective Edit button.

Place words and punctuation on either side of the first name to hit the level of personalization you're looking for. The Fallback is there to handle any contact without a recorded first name.

Testing Your Tags Before Using

To see how the tag will look when your email is received, you can use the Test feature to do so before sending an actual email to your clients. 

1. Click the Test button for the tag you wish to test.
2. In the window that opens, simply enter the email address of the contact you wish to "send" a test to and click the "Send test email" button.

NOTE: This email will NOT be delivered to the address you've entered. It will be sent to you (the account owner), where you can view what the translated tags would look like if had you sent an email to that person.

Send A Personalized Email

To send an email with a mail merge tag:

1. Click into Manage Lists (top header).
2. Click into the list you're sending to.
3. Click the Email List button at the top of the page.
4. From within the Draft pop-up window, select the SUBJECT_GREETING and/or GREETING tags by checking the appropriate box. 
5. Click Open New Email to open your mail client to a blank email with the tags pre-populated.

Without altering the tag, compose your email and send. The copy each contact on your list receives will be personalized (ie: "Hi Bob"), depending on which tag you used and the corresponding contact details in place for that contact.

NOTE: if you have Send Me A Copy enabled for the list you are sending to, the sender copy you receive to your inbox will not translate - it will display the Fallback value of your tag. The copies that go out to all of your recipients on the list will display the tag translated as intended.

Alternate Sending Steps (manually entering the tag)

If you already have an email composed and ready to send, you can enter a tag anywhere in your email where you'd like to post your contact's name. You can type the tag freehand, or copy/paste it from the mail merge page in your account.

If you choose to manually enter your tag, please be aware of the following precautions:

• You MUST include the two brackets at either end.
• Tags are not case-sensitive and can tolerate different amounts of spacing (but not line breaks) around the "{}" characters. For example, all of the following are acceptable:
  • {{greeting}} {{ greeting }} {{ GREETING }} 
• An email with incorrect or misspelled text in the tag (ie: {{greting}}) will be rejected by our system and the account owner will receive an automated email indicating that there was an error with a tag. You'll then need to fix and re-send your email.
• If the tag is entered with one of the first two brackets missing - ie: {greeting}}, greeting}} - our system may not recognize it as a tag. In those cases, the email will be delivered to all intended recipients with the incorrect tag displayed. Please ensure that the tag is entered correctly into your email before sending it.

Why didn't the mail merge tag resolve correctly in the copy I received?

When using mail merge tags to personalize your email, if you have Send Me A Copy enabled for the list you are sending to, the sender copy you receive to your inbox will not translate - it will display the Fallback value of your tag. The copies that go out to all of your recipients on the list will display the tag translated as intended.