Setting Up an Email Campaign with Custom Fields

When sending an email campaign, you can add merge tags to personalize your emails for each recipient.

Here's an example:

You're sending an email campaign to 3 people: Hervé Jean, Luc Martin, and Charlotte Satin.

With merge tags, you can personalize each email so that:

• Charlotte Satin receives an email starting with "Hello Charlotte"
• Hervé Jean receives an email starting with "Hello Hervé"
• Luc Martin receives an email starting with "Hello Luc"

To create merge tags, follow these steps:

1. Start by creating an email campaign.
2. Once you're on the email content editor, select a text block from the left-hand vertical menu and drag it into the email body.
3. Once the block is placed on the grid, a toolbar appears. The tool you need here is Auto Fields.
   
4. Click Auto Field. The Personalize your campaign window opens and explains how automatic fields work. It lists the available fields, for example *|FIRSTNAME|*, *|EMAIL|*, and *|CITY|*.
5. You want to send all recipients a message personalized with their address and first name.
   Example. You want to send to John:
   Hi John,
   I have your mailing address on file as: 27 Green Path Street, Austin, TX 78701.
   Is it still correct?
   Thanks in advance.
6. Write your message in the text block, inserting the auto fields where needed, for example "Hi *|FIRSTNAME|*,".

Note that if a recipient doesn't have a mailing address on file, the message will still be sent — the address field will simply appear blank:

Hello Vincent,
I have your mailing address on file as:
Is it still correct?