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
- Marketing Managers
Article Contents
Adding Merge Variables
To add merge variables to emails, do the following:
- In the top toolbar in SharpSpring, click
Content > Emails.
- Open an existing email, or create a new one.
- Double-click the text of the email. or click
 Edit Block to open the Content Editor.
- In the Content Editor toolbar, click the Merge drop-down menu.
- Select from the following fields:
| Custom Fields: |
|
The available list of created custom fields.
|
| Recipient Fields: |
|
These are fields dealing with a recipient's personal information.
|
Lead Owner
Fields: |
|
Name, phone number, and email information fields for the lead owner.
|
Unsubscribe Fields:
|
|
Unsubscribe links.
|
Link Merge Variables:
|
|
View in browser link.
|
| Global Merge Variables: |
|
Variables that apply across any email, like the From Address.
|
| Miscellaneous: |
|
Other assorted fields, including the number of bounces and the current date.
|
- Once selected, enter in the placeholder text in the Default (optional) field.
- Click OK > Save to save your email.
|
|
Click to enlarge.
|
| |
|
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 finalized email. Preview emails do not show populated merge variables.
Using Merge Variables for Customized URLs
Create customized URLS by using merge variables in a link within your email by doing the following:
- In the top toolbar in SharpSpring, click
Content > Emails.
- Open an existing email, or create a new one.
- Double-click the text of the email, or click
Edit Block to open the Content Editor.
- In the content editor's toolbar, click + > Link.
- In the modal window that appears, enter the following information:
- Enter your desired URL in the URL text box.
- Enter the URL followed by the merge variable in the Text to Display box.
- Click OK > Save to save your email.
|
|
Click to enlarge.
|
As an example, if your URL is http://sharpspring.com, and you want the customized URL to say http://sharpspring.com/Gregg, then you will want to add http://sharpspring.com/{$firstName} to the Text to Display box.
Ready to Learn More?
Comments
0 comments
Article is closed for comments.