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
To add merge variables to emails, 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. |
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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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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. |
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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
Create customized URLS by using merge variables in a link within your email by doing 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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