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. Clicking "Auto Field" opens a pop-up.
   
   It explains how automatic fields work.
5. Say you want to send all recipients the same message, personalized with each person's first name and mailing address.
   Example — sending to Luc:
   Hello Luc,
   I have your mailing address on file as: 27 rue du Chemin Vert, 75011 Paris.
   Is it still correct?
   Thanks in advance.
6. In the text block, you would write it like this:
   
   
   

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?