Personalizing your campaign

Basic personalization
Advanced personalization
Personalization tags for Upload Your Own HTML emails

Basic personalization

You can personalize your campaigns to greet your recipients by first name, company name, or any other information you're storing about recipients in your audience section.

How to personalize your campaign:

With the message editor open (accomplished by using the click to edit button in the edit mode of campaigns) and your cursor placed where you'd like the name to appear, click on the personalize dropdown menu in the toolbar.
Select your personalization field, like first name, from the menu that appears. Since not every member in your list may have a first name, you'll want to add a personalization default just in case. For example, a default of "Colleague" will say Dear Colleague for any recipient who can't be addressed with Dear Bob''.
After you click Insert, the corresponding personalization tag -- like [% member:name_first default="Colleague" %] -- will appear in your campaign.
Test your personalization by sending your campaign to yourself or your test group.

Note: Personalization will also work in both the plaintext version and subject line of your email. If you want a placeholder to work in the subject line, you'll need to use the same personalization tag and placeholder in the body of the campaign.

Adding a personal touch to your emails. When done well, personalization can impress your audience and increase your response rates. For ideas on how to personalize your emails, try a few of our tips.

Advanced personalization

You can also personalize with links that allow your audience to manage their preferences, opt out, confirm their subscription and more. Those options are also listed on the personalization menu, and selecting one will insert that functionality as a link, right in your content.

[% manage_url %] - the link to manage preferences
[% unsub_url %] - the link to opt out
[% optin_confirm_url %] - the link to confirm subscription
[% fwd_url %] - the link to send to a friend
[% signup_url %] - the link to the signup screen sent with that campaign

Inserting personalized URLs for your recipients is also doable. Make sure you've added a member field that will hold the unique URLs and that you've imported the unique URLs to each member's record in Emma. Your URL can begin with http:// or simply www. You'll be able to insert the personalized URL into your campaign by choosing the field shortcut name from the personalization menu.

You can also use these tags in the editor's link menu - just like you'd add a web address - to link specific text and images in your campaign to any of these functionalities. There's no need to add anything else -- in the link box, just type in the tag exactly as it appears above, then send a test to make sure it's working as you like.

Personalization tags for Upload Your Own HTML emails

Creating your own freestyle HTML campaign with an Upload Your Own HTML stationery? Here are the most commonly used personalization tags:

[% member:email default="email" %] - email address
[% member:name_first default="first name" %] - first name
[% member:name_last default="last name" %] - last name
[% member:address default="address" %] - address
[% member:address2 default="address2" %] - address 2
[% member:city default="city" %] - city
[% member:state default="state" %] - state
[% member:state_province default="state province" %] - state / province
[% member:postal_code default="postal code" %] - zip / postal code
[% member:phone default="phone" %] - phone
[% member:company_name default="company name" %] - company
[% optin_confirm_url %] - confirm opt-in
[% manage_url %] - manage your preferences
[% unsub_url %] - opt out
[% signup_url %] - sign up
[% fwd_url %] - send to a friend

To find the tag for a custom field, open up your Sample stationery and use the Personalize dropdown menu to select the field by its shortcut name. Copy the tag ([% member:wildcard_xxxxx default="xxxxx" %]) and use it in your campaign.�

Table FAQs - Frequently asked questions about creating a table in a campaign
Linking to webpages - Making your content clickable

Emma is a member of the Email Sender & Provider Coalition and the Messaging Anti-Abuse Working Group.

Personalizing your campaign

Table of contents

Basic personalization

Advanced personalization

Personalization tags for Upload Your Own HTML emails