Help Products Email Campaigns How to use merge fields

How to use merge fields

Marlou Vermeeren
Marlou Vermeeren
Updated 1 year ago

When you are sending out a campaign to your audience, you want to give this a personal touch. You can do this by using merge fields in your campaign. You can use it to include someone's first name, but also more advanced scenarios are possible like including a personalised link. It's not only possible to use merge fields in your design but you can also use them in your subject, preview text and text version.

Using merge fields in your text

The first step is to go to your design, set your cursor in a text element where you want to use the merge field and press the More button.

use mergefields by pressing the More button

A popup will show up. It will show all the merge fields that are available in your address book app. Select the merge field you want to use in your campaign. In this case Recipient.FirstName

select your merge fields

Your merge field will now show up in your text.

mergefield shows up in your design

Include merge fields in a button or link

To start using a merge field in a button or link, start with the steps above to add the merge field to the text. Then copy the merge fields text.

copy merge field

Go to the button or link you want to use this merge field in, and paste it.

paste merge field link

It's also possible to use a merge field as part of an URL. For example when you want to include the first name in a page you are linking to. Your link could be something like{{ Recipient.FirstName }}

Use merge fields in the subject, preview text or text version

Even though there is no advanced editor involved in the subject, preview text or text version, you can still use merge fields in there. Simply start typing "{{ " and a popup with all available merge fields will show up. Click on the merge field you want to use and it will automatically be included in your text.

use merge fields in a text area

Use merge fields in a triggered campaign

A triggered campaign is not linked to an address book. Because of that, you are completely free in the names of merge fields you want to use, but you have to specify the names of the merge fields yourself.

To do this, go to the campaign settings tab of your triggered campaign. In the merge fields section, fill in a name for your merge field and press enter.

add merge fields to a triggered campaign

The merge field is now available in your campaign. Using it in your design, subject, preview text or text version now works the same as for normal campaigns.

If you're using a workflow in the Data app to send this triggered campaign, you can map these merge fields to profile properties while you're creating the workflow.

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