Personalized Emails

The system allows you to personalize each email that you send out. For example, each email can begin with

Dear Bob,

In order to personalize an email you need to export the data from CRM to the Mailer, or import it using a CSV file

Once the data is in the mailer, you can then insert placeholders into the content of your email. The fields of data that are available are as follows along with the system placeholder to use in your email. The meta fields can be used for anything that you wish.

firstname - ${firstname}
lastname - ${lastname}
email - ${email}
meta0 - ${meta0}
meta1 - ${meta1}
meta2 - ${meta2}
meta3 - ${meta3}
meta4 - ${meta4}
meta5 - ${meta5}
meta6 - ${meta6}
meta7 - ${meta7}
meta8 - ${meta8}
meta9 - ${meta9}

An example of how to implement this in your content if you wanted to address the person by their first name would be as follows:

---

Dear ${firstname},

It was a pleasure meeting you at the ${meta0}. Please give me a call when you are ready to move forward.

Regards,

${meta1} ${meta2)

---

The result of this email would be

Dear Michael,

It was a pleasure meeting you at the New England Expo. Please give me a call when you are ready to move forward.

Regards,

Bob Smith