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 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.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Adding Merge Variables
You can add merge variables to emails. To add merge variables, do the following:
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 FieldsThe merge fields available for use in emails are as follows: |
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Important: Do not use the following characters in the same lines of an email as merge variables:
#, ##, #*,
$ Using those characters in the same line will break the merge variable. |
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Note: Unsubscribe addresses cannot be edited in emails. They can only be edited in the Company Profile.
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Note: Unsubscribe Fields and Global Merge Variables do not use a default field.
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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. |
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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
You can create customized URLs by using merge variables in a link within your email. To use merge variables for custom URLs, do the following:
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Note: You can see how the links look in the finalized email by sending the email to a test list that includes your email address.
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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.
Customizing Unsubscribe Link Text
You can customize unsubscribe link text for a more personalized touch. To customize unsubscribe link text, do the following:
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Important: Alterations to unsubscribe links that violate any anti-spam or informed consent law by attempting to obfuscate the unsubscribe option can result in immediate account termination.
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Adding Merge Variables to Subject Lines
You can add merge variables to email subject lines. To add merge variables to subject lines, do the following:
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