Adding Personalization with Merge Fields

Research has shown that emails with personalized content in the subject line or in the email body have higher open and engagement rates.

Many small business owners have seen personalized emails, and would love to have this in their business, but don’t feel they have the time to learn how this works.

The good news… It’s easy, and we will show you how in 30 seconds or less… start the clock…

Personalization 101: How to use a merge field

The most common use of personalization is to merge in a piece of customer data like first name. 

In the body of your email it would look like this:

Hi, ~Contact.FirstName~!”

The subject of your email could look like this:

Welcome to the family, ~Contact.FirstName~!

Get the idea? (time check… how long did it take you?)

Personalization 102: What else can we do with merge fields

You can do so much more than just use a first name. You can merge in appointment dates, contact notes and even custom fields to help you create an extremely personalized experience for your customers.

You have access to contact fields like First name, Last name, Email, Title, Company, Website, Address fields, Contact notes and even Spouse or Assistant names. 

You can merge in your company info too! Things like company name, email, address block, Assistant first name. You can merge and send the information for the contact owner as well.

Bottom line, you have so many ways that you can add personalization. Check out the charts below.


MOST COMMON CONTACT MERGE FIELDS

Description

Merge Field

Contact First Name

~Contact.FirstName~

Contact Last Name

~Contact.LastName~

Contact Email

~Contact.Email~

Contact Company

~Contact.Company~



MOST COMMON CONTACT OWNER MERGE FIELDS

Description

Merge Field

Owner First Name

~Owner.FirstName~

Owner Last Name

~Owner.LastName~

Owner Email

~Owner.Email~

Owner Title

~Owner.Title~

Owner Company

~Owner.Company~

Owner Website

~Owner.Website~

Owner Company

~Owner.Company~

Owner HTML Signature

~Owner.HTMLSignature~


MOST COMMON COMPANY MERGE FIELDS

Company Merge Fields

~Company.Company~

Company Email

~Company.Email~

Company Street Address 1

~Company.StreetAddress1~

Company Street Address 2

~Company.StreetAddress2~

Company City

~Company.City~

Company State

~Company.State~

Company Country

~Company.Country~

Company Website

~Company.Website~

Company Assistant Name

~Assistant.FirstName~



MOST COMMON DATE FIELDS

Current Date

~Date.Current~

September 17, 2018

Day of Week

~Date.DayOfWeek~

Monday

Day of Month

~Date.DayOfMonth~

17

Month

~Date.Month~

September

Month of Year

~Date.MonthOfYear~

9

Year

~Date.Year~

2018



ProTip!  Click here and check out this article in our community and learn a few "Date Field" ninja tricks


ALL MERGE FIELDS FROM CODE BASE

~Contact.FirstName~

~Contact.LastName~

~Contact.Email~

~Contact.Title~

~Contact.Company~

~Contact.Id~

~Contact.EditPage~

~Contact.AccountId~

~Contact.Username~

~Contact.Password~

~Contact.Leadsource~

~Contact.EmailAddress2~

~Contact.EmailAddress3~

~Contact.Website~

~Contact.MiddleName~

~Contact.Suffix~

~Contact.Nickname~

~Contact.JobTitle~

~Contact.Birthday~

~Contact.Anniversary~

~Contact.SSN~

~Contact.SpouseName~

~Contact.AssistantName~

~Contact.AssistantPhone~

~Contact.ContactNotes~

~Contact.StreetAddress1~

~Contact.StreetAddress2~

~Contact.City~

~Contact.State~

~Contact.PostalCode~

~Contact.ZipFour1~

~Contact.Country~

~Contact.Address2Street1~

~Contact.Address2Street2~

~Contact.City2~

~Contact.State2~

~Contact.PostalCode2~

~Contact.ZipFour2~

~Contact.Country2~

~Contact.Address3Street1~

~Contact.Address3Street2~

~Contact.City3~

~Contact.State3~

~Contact.PostalCode3~

~Contact.ZipFour3~

~Contact.Country3~

~Contact.Phone1Type~

~Contact.Phone1~

~Contact.Phone1Ext~

~Contact.Phone2Type~

~Contact.Phone2~

~Contact.Phone2Ext~

~Contact.Phone3Type~

~Contact.Phone3~

~Contact.Phone3Ext~

~Contact.Phone4Type~

~Contact.Phone4~

~Contact.Phone4Ext~

~Contact.Phone5Type~

~Contact.Phone5~

~Contact.Phone5Ext~

~Contact.Fax1Type~

~Contact.Fax1~

~Contact.Fax2~

~Contact.Fax2Type~

~Contact.ReferralCode~

~Contact.EmailHash~

~Affiliate.Id~

~Affiliate.AffName~

~Affiliate.AffCode~

~Affiliate.Password~

~Affiliate.NotifyLead~

~Affiliate.NotifySale~

~Affiliate.LeadCookieFor~

~App.Name~

~BillingAddress.AddressBlock~

~BillingAddress.HTMLAddressBlock~

~BillingAddress.FirstName~

~BillingAddress.MiddleName~

~BillingAddress.LastName~

~BillingAddress.Company~

~BillingAddress.Phone~

~BillingAddress.Street1~

~BillingAddress.Street2~

~BillingAddress.City~

~BillingAddress.State~

~BillingAddress.Zip~

~BillingAddress.Country~

~ShippingAddress.AddressBlock~

~ShippingAddress.HTMLAddressBlock~

~ShippingAddress.FirstName~

~ShippingAddress.MiddleName~

~ShippingAddress.LastName~

~ShippingAddress.Company~

~ShippingAddress.Phone~

~ShippingAddress.Street1~

~ShippingAddress.Street2~

~ShippingAddress.City~

~ShippingAddress.State~

~ShippingAddress.Zip~

~ShippingAddress.Country~

~Company.Email~

~Company.Company~

~Company.Phone1~

~Company.StreetAddress1~

~Company.StreetAddress2~

~Company.City~

~Company.State~

~Company.PostalCode~

~Company.Country~

~Company.Website~

~Company.TaxId~

~Company.MailingAddressBlock~

~Company.HTMLMailingAddressBlock~

~Company.CanSpamAddressBlock~

~Company.HTMLCanSpamAddressBlock~

~CreditCard.Id~

~CreditCard.HTMLUpdateLink~

~CreditCard.PlainTextUpdateLink~

~CreditCard.CardType~

~CreditCard.ExpirationMonth~

~CreditCard.ExpirationYear~

~CreditCard.Last4~

~CreditCard.NameOnCard~

~CreditCard.FirstName~

~CreditCard.LastName~

~CreditCard.MiddleName~

~CreditCard.CompanyName~

~CreditCard.BillName~

~CreditCard.BillAddress1~

~CreditCard.BillAddress2~

~CreditCard.BillCity~

~CreditCard.BillState~

~CreditCard.BillZip~

~CreditCard.BillCountry~

~CreditCard.ShipName~

~CreditCard.ShipFirstName~

~CreditCard.ShipLastName~

~CreditCard.ShipMiddleName~

~CreditCard.ShipAddress1~

~CreditCard.ShipAddress2~

~CreditCard.ShipCity~

~CreditCard.ShipState~

~CreditCard.ShipZip~

~CreditCard.ShipCountry~

~CreditCard.ShipCompanyName~

~CreditCard.ShipPhoneNumber~

~EmailSent.Id~

~EmailSent.PartialHash~

~EmailSent.PublicPartialHash~

~Invoice.Id~

~Invoice.DateSent~

~Invoice.DueDate~

~Invoice.InvoiceTotal~

~Invoice.TotalPaid~

~Invoice.TotalDue~

~Invoice.PurchaseRows~

~Invoice.PaymentsMadeTable~

~Invoice.PaymentsDueTable~

~Lead.Id~

~Lead.EditPage~

~Lead.OpportunityTitle~

~Lead.NextActionDate~

~Lead.DateInStage~

~Lead.BuyNowLink~

~Lead.BuyNowExpiration~

~LoggedInUser.Id~

~LoggedInUser.FirstName~

~LoggedInUser.LastName~

~LoggedInUser.Title~

~LoggedInUser.Company~

~LoggedInUser.Phone1Type~

~LoggedInUser.Phone1~

~LoggedInUser.Phone1Ext~

~LoggedInUser.Phone2Type~

~LoggedInUser.Phone2~

~LoggedInUser.Phone2Ext~

~LoggedInUser.Phone3Type~

~LoggedInUser.Phone3~

~LoggedInUser.Phone3Ext~

~LoggedInUser.Fax1Type~

~LoggedInUser.Fax1~

~LoggedInUser.Fax2Type~

~LoggedInUser.Fax2~

~LoggedInUser.Email~

~LoggedInUser.EmailAddress2~

~LoggedInUser.Website~

~LoggedInUser.StreetAddress1~

~LoggedInUser.StreetAddress2~

~LoggedInUser.City~

~LoggedInUser.State~

~LoggedInUser.PostalCode~

~LoggedInUser.Country~

~LoggedInUser.Signature~

~LoggedInUser.HTMLSignature~

~OneTimeOrder.OrderType~

~OneTimeOrder.PromoCode~

~OneTimeOrder.JobNotes~

~OneTimeOrder.DueDate~

~Owner.Id~

~Owner.FirstName~

~Owner.LastName~

~Owner.Title~

~Owner.Company~

~Owner.Phone1Type~

~Owner.Phone1~

~Owner.Phone1Ext~

~Owner.Phone2Type~

~Owner.Phone2~

~Owner.Phone2Ext~

~Owner.Phone3Type~

~Owner.Phone3~

~Owner.Phone3Ext~

~Owner.Fax1Type~

~Owner.Fax1~

~Owner.Fax2Type~

~Owner.Fax2~

~Owner.Email~

~Owner.EmailAddress2~

~Owner.Website~

~Owner.StreetAddress1~

~Owner.StreetAddress2~

~Owner.City~

~Owner.State~

~Owner.PostalCode~

~Owner.Country~

~Owner.Signature~

~Owner.HTMLSignature~

~ReferringAffiliateContact.Id~

~ReferringAffiliateContact.EditPage~

~ReferringAffiliateContact.AccountId~

~ReferringAffiliateContact.Username~

~ReferringAffiliateContact.Password~

~ReferringAffiliateContact.Leadsource~

~ReferringAffiliateContact.FirstName~

~ReferringAffiliateContact.LastName~

~ReferringAffiliateContact.Email~

~ReferringAffiliateContact.EmailAddress2~

~ReferringAffiliateContact.EmailAddress3~

~ReferringAffiliateContact.Website~

~ReferringAffiliateContact.Title~

~ReferringAffiliateContact.Company~

~ReferringAffiliateContact.MiddleName~

~ReferringAffiliateContact.Suffix~

~ReferringAffiliateContact.Nickname~

~ReferringAffiliateContact.JobTitle~

~ReferringAffiliateContact.Birthday~

~ReferringAffiliateContact.Anniversary~

~ReferringAffiliateContact.SSN~

~ReferringAffiliateContact.SpouseName~

~ReferringAffiliateContact.AssistantName~

~ReferringAffiliateContact.AssistantPhone~

~ReferringAffiliateContact.ContactNotes~

~ReferringAffiliateContact.StreetAddress1~

~ReferringAffiliateContact.StreetAddress2~

~ReferringAffiliateContact.City~

~ReferringAffiliateContact.State~

~ReferringAffiliateContact.PostalCode~

~ReferringAffiliateContact.ZipFour1~

~ReferringAffiliateContact.Country~

~ReferringAffiliateContact.Address2Street1~

~ReferringAffiliateContact.Address2Street2~

~ReferringAffiliateContact.City2~

~ReferringAffiliateContact.State2~

~ReferringAffiliateContact.PostalCode2~

~ReferringAffiliateContact.ZipFour2~

~ReferringAffiliateContact.Country2~

~ReferringAffiliateContact.Address3Street1~

~ReferringAffiliateContact.Address3Street2~

~ReferringAffiliateContact.City3~

~ReferringAffiliateContact.State3~

~ReferringAffiliateContact.PostalCode3~

~ReferringAffiliateContact.ZipFour3~

~ReferringAffiliateContact.Country3~

~ReferringAffiliateContact.Phone1Type~

~ReferringAffiliateContact.Phone1~

~ReferringAffiliateContact.Phone1Ext~

~ReferringAffiliateContact.Phone2Type~

~ReferringAffiliateContact.Phone2~

~ReferringAffiliateContact.Phone2Ext~

~ReferringAffiliateContact.Phone3Type~

~ReferringAffiliateContact.Phone3~

~ReferringAffiliateContact.Phone3Ext~

~ReferringAffiliateContact.Phone4Type~

~ReferringAffiliateContact.Phone4~

~ReferringAffiliateContact.Phone4Ext~

~ReferringAffiliateContact.Phone5Type~

~ReferringAffiliateContact.Phone5~

~ReferringAffiliateContact.Phone5Ext~

~ReferringAffiliateContact.Fax1Type~

~ReferringAffiliateContact.Fax1~

~ReferringAffiliateContact.Fax2~

~ReferringAffiliateContact.Fax2Type~

~ReferringAffiliateContact.ReferralCode~

~ReferringAffiliateContact.EmailHash~