You can personalize your messages is by using merge variables in SharpSpring. Personalized communications increase engagement, resulting in improved conversions. A merge variable can be used to merge information about the each recipient, so you can customize each email to make it look like you are sending a personal email to each person on your list. This article will detail how to add merge variables to emails.
The following user roles can add merge variables:
- Administrators
- Company Managers
- Marketing Managers
Email features are accessed through the 
toolbar.
Article Contents
- Adding Merge Variables
- Available Merge Fields
- Using Merge Variables for Customized URLs
- Ready to Learn More?
Adding Merge Variables
|
To add merge variables to emails, do the following:
|
|
|
|
Note: Unsubscribe Fields and Global Merge Variables do not use a default field.
|
Optionally, after adding a merge variable, you can send the email as a smart mail to your own lead record to see how the variables look in the email. Preview emails do not show populated merge variables.
Available Merge Fields
| Field | Description | |
|
Custom |
The available list of created custom fields. | |
|
Recipient |
These are fields dealing with a recipient's personal information. | |
|
Lead Owner |
Name, phone number, and email information fields for the lead owner. | |
|
Unsubscribe |
Unsubscribe links. | |
|
Link Merge |
View in browser link. | |
|
Global Merge |
Variables that apply across any email, like the From Address. | |
| Miscellaneous |
Other assorted fields, including the number of bounces and the |
Using Merge Variables for Customized URLs
Create customized URLS by using merge variables in a link within your email by doing the following:
|
|
As an example, if your URL is https://sharpspring.com, and you want the customized URL to say https://sharpspring.com/Gregg, then you will want to add https://sharpspring.com/{$firstName} to the Text to Display box.
Comments
0 comments
Article is closed for comments.