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Adding Merge Variables to Emails

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Justin Garrett
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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:

  1. In the top toolbar in SharpSpring, click 
    Content > Emails.
  2. Open an existing email, or create a new one.
  3. Double-click the text of the email. or click
    pencil.png  Edit Block to open the Content Editor. 
  4. In the Content Editor toolbar, click the Merge drop-down menu.
  5. Select from the available merge fields.
  6. Once selected, enter in the placeholder text in the Default (optional) field.
  7. 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 email. Preview emails do not show populated merge variables.


Available Merge Fields

Field   Description
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 date.

 


Using Merge Variables for Customized URLs

Create customized URLS by using merge variables in a link within your email by doing the following:

  1. In the top toolbar in SharpSpring, click 
    Content > Emails.
  2. Open an existing email, or create a new one.
  3. Double-click the text of the email, or click
    pencil.png  Edit Block to open the Content Editor. 
  4. In the content editor's toolbar, click + > Link.
  5. 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.
  6. 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.


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