Personalize Email/Message

Personalizing emails is a powerful way to engage your recipients and create a more tailored communication experience.

  • Whether you choose the regular editor or the custom HTML editor, variables allow you to dynamically insert contact-specific information, such as names, email addresses, or any other data you have collected.
  • You can create personalized subject lines and message content that can deliver more relevant and targeted messages that resonate with your audience, ultimately driving better engagement and results.

Let's get started!

Merge Variables

  • You can add merge variables to your email by choosing from Campaign Refinery's pre-defined custom fields or loading your own. Ensure that the desired variable is already set up as a custom field and has data in it.

📝Learn more about Creating/Editing custom fields in this article.

Place the cursor where you want to insert your variable.

Look for the gear icon in the email/message body editor.

Select from the list of variables.

Remember to click Save to save the changes before leaving the editor page.

Merge Variable/s in the subject line.

📝Note that you can also use variables in the subject line by copying and pasting the full curly braces.

  • Emails with personalized subject lines often have higher open rates compared to generic subject lines.

Insert the variable in the email body.

📝You can customize your message using the functions above.

  • Bold, Italic, Underlined or Strikethrough text.
  • Change the font and font size.
  • Aligning your text Left, Center or Right.
  • Options to be in Bulleted text or Numbered list.

Cut the variables and paste them at the preferred points in your subject line.

Merge Variable/s as Unique Link/s.

Use a contact variable in a link within your email/message body.

Example link: test.com?foo=bar?transaction_id={{your merge variable link here}}

First, check that the desired variable is already set up as a custom field and has data in it.

  • Insert your link in the intended location in the email body.

Incorporate the merge variable into the link as needed. Place the cursor where you need the merge variable.

Choose the merge variable that you need to use in your link.

Highlight or click the link to call the link editor. Select edit link.

Change the display text as desired. Click Update.