The Data fields option available in the toolbar (when you’re working on text) lets you insert personal information relating to each recipient within the body of the campaign, such as first name, company name, and so on.
Adding personalisation to your campaign
To add personalisation, move your cursor to where you want the personalisation to appear in your campaign and click on Data fields in the toolbar.
This produces a panel on the right-hand side showing a list of available contact data fields you can insert.
- default contact data fields: email, first name, full name, gender, last name, last subscribed and postcode
- created contact data fields: any contact data fields you've created for your account (e.g. date of birth, city, company name, etc.)
- account data fields: sender address (the postal address for the account) and a safe sender message (which includes the 'from' address you're using for the campaign)
- Insight data fields: this is a more advanced option allowing you to insert appropriate Insight data for contacts or your account. For more on this type of data, check out Insight data and AccountInsight.
From the list, click the name of the contact data field you want to add as personalisation. This inserts a placeholder into your campaign that will be replaced with the personalised data for each recipient.
To see a sample of how your campaign will look with personalisation, use the Preview option's personalisation function. This allows you to find a contact and preview how the personalised email will specifically look to them.
When contacts don't have data available, then the default value for a contact data field will be used. It's best to make sure that you know what this is, in case it gets used.