Description
Merge tags are used to insert unique user data, linked to a unique value, from your mailing list into emails. As an example you could include your contacts' name in your email by using the *[FirstName]* merge tag in your content. They are also known as substitution strings, personalization fields or personalization tags. To summarize, each time you insert a merge tag into a campaign, it will be replaced with data stored in the field.
The following default fields are automatically created with all lists, and cannot be edited or deleted:
- Contact ID
- Email address
- Subscription Date
These are the default fields available from our system. This default information comes from account information or information that is automatically included in a contact list.
In the list parameters, attributes can be added. While you can also collect information via your form linked to this list. These attributes will be visible in the form generated after adding them. Find out how to add attributes to your list.
Why merge tags are useful
Including personalized fields in your campaigns will help you target your audience more directly and effectively so that you keep their attention. Keep in mind, people want to be treated as individuals, which is why personalization is essential to marketing practices. Accordingly, emails that are personalized are more likely to be opened and clicked on. In short, sending personalized emails to the right customer at the right time strengthens customer experiences.
How to add a custom field to your contact list
- 1. Select Contacts in the top menu.
- 2. In Contacts, access the list you want to use
- 3. Click on the cog wheel on the right-hand menu.
- 4. You will now see the Manage contact attributes options menu. Upon sign up the default fields (Contact ID, Email, Sign Up Date) are automatically created and added here based on your account registration information. The system uses these to track subscriber information and cannot be removed or edited.
- 5. There is also a field that was created when the list was made.
- 6. Create a new field by clicking on Enter attribute name and selecting the Value type.
- 7. Click save. (Custom fields cannot contain punctuation marks, special characters, or spaces.)
- 8. Depending on the field type, you will be able to name and select a field type:
- Text – Names and other text info (Field name and Content of the field cannot exceed 255 characters, including spaces), phone numbers, etc.
- Number – identification number, age, etc.
- Date time – Birthday, anniversary, etc.
Using a custom field in a campaign
Your custom field can be used as personalized content in your campaign once it's created. It can be included in either the subject line or the content.
If you want to add personalized fields to your campaign, you'll need to type them manually.
Please remember to match the tag exactly to the field name. Here are some examples:
Remember: keep in mind that the tag needs to match the field name exactly.
"Hi [FirstName] Here is your weekly update!"
would become:
"Hi John, Here is your weekly update!"
You can also use the [email] tag, which will take the recipient’s email address and insert it into the campaign:
"This email was sent to [email], as requested."
would become:
"This email was sent to email@domain.com, as requested."
You can also use fallback fields if no data is currently available.
Campaign information
The information for these tags comes from the campaign information you entered when creating your campaign.
The following tags can be used:
[SUBJECT]
“Hello, This email is regarding [SUBJECT]”
Sender information
The information for these tags comes from the details filled in the account section.
The following tags can be used:
[SENDER_NAME]
"This email was sent by [SENDER_NAME]"
[SENDER_EMAIL]
"For more information, please email [SENDER_EMAIL]"
Client information
The information for these tags comes from the details filled out when your account was created. To modify the information, go to your Settings tab Company Profile
The following tags can be used:
[CLIENTS.COMPANY_NAME]
[CLIENTS.ADDRESS]
Your physical address must appear in all emails sent through an email marketing service provider in order to be CAN SPAM compliant.
[CLIENTS.CITY]
[CLIENTS.PROVINCE]
[CLIENTS.POSTAL_CODE]
[CLIENTS.COUNTRY]
[CLIENTS.WEBSITE]
[CLIENTS.PHONE]
These tags can be used as part of your email footer to provide the recipient information of who is emailing them (this is mandatory as part of our Terms of Use):
"This message has been sent from [CLIENTS.COMPANY_NAME],[CLIENTS.ADDRESS]"
which will read as:
"This message has been sent from My Company, 123 Michigan Avenue, Detroit, MI, USA"
List information
Adds list information to the campaign. To modify, access your list and change the details.
The following tags can be used:
[LISTNAME]
"You are receiving this email as you are part of our [LISTNAME] list"
Actions
These tags allow readers to share your campaign with others, view email in a browser window and use several subscribe and unsubscribe options. These tags can be added as part of your email header or footer.
The following tags can be used:
[FORWARD]
Allows a subscriber to forward the campaign to a friend
[SUBSCRIBE]
Allows someone to subscribe to your list – useful for forwarded emails
[UNSUBSCRIBE]
Allows a subscriber to unsubscribe from your list
[GLOBAL_UNSUBSCRIBE]
Allows a subscriber to unsubscribe from all lists in your account
[SHOWEMAIL]
Used in an email where you want to allow subscribers to view an HTML version of the email in a browser window. It’s often useful for situations where images might not be displayed, or people might receive a text email by default.
Date
You can insert dynamic date into your campaign or subject line using the [DATE]
merge field. Here is how it can be used.
[DATE|0|format]
For more information please refer to the dedicated article.
Using merge fields as part of a link
You can use merge fields as part of a custom google analytics link that incorporates user information. This way your marketing department gets highly specific tracking results.
Here’s how:
- Take your Google Analytics tracking link, for example:http://www.mydomain.com/?utmsource=newsletter&utmmedium=email&utm_campaign=septembernews
- To track traffic based on company name, you would take the
[CLIENTS.COMPANY_NAME]
tag and insert it in your link: http://www.domain.com/?utmsource=**[CLIENTS.COMPANYNAME]**&utmmedium=email&utmcampaign=septembernews - When this campaign gets sent, the URL will look like: http://www.domain.com/?utmsource=MyCompanyName&utmmedium=email&utm_campaign=septembernews
- If you want to see site traffic sources by individual email address: http://www.domain.com/?utmsource=[email]&utmmedium=email&utm_campaign=septembernews
- When this campaign gets sent, the URL will look like: http://www.domain.com/?utmsource=hi@myemail.com&utmmedium=email&utm_campaign=septembernews
This data will show up in your Google Analytics account under “Traffic Sources.”
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