Personalized communications increase engagement resulting in improved conversions. One is the easiest ways to personalize your messages is by using merge variables in SharpSpring.
The following User Roles can add merge variables:
- Administrator
- Marketing Manager
Note: If you want to add a merge variable to an email, rather than one of the standard lead fields, make sure you have made it an email merge variable when creating the custom field. For more information on how to do that, click to review the article Creating Custom Fields.
Step-by-Step Guide
Follow these steps to add variables to emails.
Step One: On the toolbar, hover over Content, then click Emails.
Step Two: On the left side, select an email. You can also hover over the email template that you want to use and click the icon that looks like a wrench.
TIP! If you need help, click to review the article Creating and Editing Emails.
Step Three: Double-click the content block or click the pencil icon to open the email designer inline editor.
Step Four: Place the cursor where you want the variable to go. In the editor toolbar, click Merge Variables, select the type, then choose the variable.
|
Merge Variable Types |
Variable |
|---|---|
|
Custom Fields |
You can create custom fields to use as merge variables. For more information, click to review the article Creating Custom Fields. |
|
Recipient Fields |
Specific to the recipient |
|
Lead Owner Fields |
Specific to lead owner |
|
Unsubscribe Fields |
For recipient unsubscribe |
|
Global Merge Variables |
Constant variables that are related to your company. For more information, click to review the article Setting Global Merge Variables. |
|
Miscellaneous |
Number of bounces, current date, day of week |
Step Five: After you select a merge variable, a pop-up box will display with a Default (optional) field if there is no content available for the merge variable to pull in.
For example, if you are using a greeting, like “Hi,” the default could say “there.” That way, if the contact does not have a first name on file, the greeting will say “Hi there,” instead of just “Hi.”
Step Six: Once you have added the variables, on the right, click Save. You can also click the Options button to preview, delete, or see the email revision history.
Step Seven: You can see how the variables look in the finalized email by sending it as a Smart Email to your own lead record. For help sending the email, click to review the article Sending One-off Emails.