Personalize Your Email Campaigns

Predefined Merge Tags

How Can I...up

You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pulls data directly from your mailing list into your email message. You can personalize the subject and/or the content.

Make use of custom field data and address them in your campaigns. We allow you to define a value to address them in your emails and a value for your social campaigns. If you’ve mapped contact details, we will add the data in your campaign, else, what you define is what they see.

    • $[FNAME]$ - This tag can be used if you are very sure that your subscriber’s first name is mapped to the contact details field. Only then, will your subscribers be addressed with their first name. If there is no value defined, then, it would be replaced by "Customer". This tag is not editable.
    • $[FNAME|Customer|Guest]$ - This tag is similar to the one above. If your subscriber’s first name is mapped to the contact field, your subscriber’s will be addressed with their first name. If not, they will be addressed as Customer in your email campaign and Guest in your social campaign.

This tag is editable. Which means, if you want to address your subscribers as Subscriber as their first name, all you need to do is replace Customer with Subscriber in the tag as given - $[FNAME|Subscriber|Guest]$

Contact Detail Tags

Pre-defined tags allow you to use three different fields - Email, First Name and Last Name.

Start creating your email campaign, at the editor all you need to do is first decide, how you want to address your subscribers. Decide whether email, first name or last name.

  1. In Mail Merge Tags section, select Predefined Tags from the drop-down menu.
  2. Click on the tag you want.
  3. Copy and paste the tag in your content.

  4. Click Save & Close.

For e.g., If you want to address your subscribers with their Last Name, click on the tag $[LNAME]$ or $[LNAME|Customer|Guest]$ and copy, paste the tag in your content configuration field.

And, when your subscribers receive your newsletter this is how they will view your campaign

Essential Tags

You can provide an option to print the email campaign using Merge tags. These essential tags make your subscribers to print your email campaign. Let’s have a look at the different types of essential tags.

$[ET:PRINTLINK]$ - This is displayed in the form of link to print the email campaign.
$[ET:PRINTICON]$ - This is displayed in the form of icon to print the email campaign.
$[ET:PRINTICON|Print|Print this]$ - This is also displayed in the form of icon with Print as hover message.
$[ET:COMMENTS_LINK]$ - This is displayed in the form of link to add comment in email campaign.
$[ET:COMMENTS_ICON]$ - This is displayed in the form of icon to add comment in email campaign.
$[ET:COMMENTS_ICON|Comments|Add comments]$ - This is displayed in the form of icon with hover comment as Add Comment in email campaign.

Header & Footer Tags

In Header & Footer section, you can find the display links which determines the background information such as sender of the email and also provides the usability of the document to end customers through quick links.

  • View in Browser Option: This is the banner of an email Campaign and provides an option to open the email in a separate browser.
  • Update Profile: This option allows the customer to update his profile.
  • Subscribe: This option allows the recipients for receiving email notifications, updates and newsletters.
  • Tell-A-Friend: This option allows the recipient to forward a friend about the content.
  • Unsubscribe: This option will let the subscriber to unsubscribe from your list and the contact will be moved to the Do Not Mail Registry. This is done so that such contacts stop receiving emails and you maintain a clean list.

Moreover if you don't want to reflect these in your Header & Footer section, you can make use of Merge Tags to embed the Header & Footer links within your campaign content.

Note

  • If you plan to import your campaign, please copy, paste relevant merge tags in your HTML before importing
  • If you select HTML editor/Text editor please copy, paste relevant tags corresponding to their respective position within your content.

Subject based Merge Tags

Personalization of subject is one of the widely used techniques to grab the recipient’s attention. The purpose of a subject line is simple; it has to make the subscribers to catch their attention. Apart from salutations,and content, it is the subject line which plays a crucial role in increasing the open rate of an email, significantly. You can personalize your subject by adding the recipient’s name, company or other details by using our easy-to-use Merge Tags.

Usage of First Name in Subject Line

Everyone loves their name, and when an email with a subject line referring your name is mentioned, it arouses a curiosity to open the email rather than the scan & delete method. You can personalize your subject line by inserting the merge tag for your first name $[FNAME|Subscriber]$. In personalization of subject line, the merge tag for the first name is inserted in the subject line.

Note

  • Avoid using email address on your subject line.
  • Always make your subject line crisp and directly hit the bull’s eye.
  • Always go for a default value in the merge tags so that it can replace if first name is not updated in the contact list.
  • You can also use the last name in subject merge tags.

List Info Tags

These merge tags pulls the information from your list details.

Coupon Merge Tags

Coupon Merge Tags are used to generate unique coupon codes rather than sending the same coupon to all subscribers.

You can view the coupon merge tags in the mail merge tags section of your content creation page. Copy the Merge tags associated with the coupon and paste it in the template.

Survey Merge Tags

Survey Merge Tags are used to generate the survey name and survey link in the content section of your survey campaign.

You can view the survey name& link in the mail merge tags section of your content creation page. Copy the Merge tags associated with Survey name and Survey link and paste it in the template.

Using CRM Data to Personalize Sender Details

Using Zoho Campaigns, you can send an email campaign with a personalized sender name and email address of a Contact/Lead owner who is assigned with that record in CRM.

Note

  • To avail this enhancement, the user must have integrated the Zoho CRM account and have at least one active sync running.

Using CRM Data to Personalize Campaign Content

You can personalize your email content using CRM based merge tags which automatically pulls information from your CRM account. All you need is to add the relevant merge tags in your campaign content which provides dynamic content to individual message. 

The merge tags pulls specific data from CRM based on how the information is requested within the email content which means you need to be cautious in placing the merge tags in an appropriate way.

These are the merge tags which will fetch the information from the CRM account:

Note

  • If the record field has a missing data, you can provide a default value to replace the missing information in email content. For instance, if the merge tag for account manager's name is $[CRM:CONTACTOWNER]$, you can add a default value and social default value similar to this ‚Äč$[CRM:CONTACTOWNER | Patricia Boyle | Patricia]$

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