Personalize Emails with Ease
This feature enables you to insert dynamic text into your email content, allowing you to customize and personalize emails for each recipient. By automating certain details, you can save time and reduce manual effort.
You now can enhance your email content by incorporating dynamic text fields, such as:
- Credential Name
- Recipient Name
- Organization Name, Country, City, and Street Address
- Custom Dynamic Fields created within the Designer.
How to Use Dynamic Fields in Emails
Follow these steps to add dynamic text to your email content:
- Navigate to the Recipient Experience section of a credential.
- Click on the spot in your email content where you’d like to insert the dynamic text.
- Select + Personalize and choose the desired dynamic field from the options provided.
- The dynamic text will appear in the selected location. Repeat this process wherever needed.
Note: If you plan to add a custom dynamic field, such as "Recipient Name" or any custom fields created in the designer, please be aware that these fields will be mapped based on the data provided through the CSV upload, single upload, API, or Zapier automation when adding recipients to the credential.
How to Delete a Dynamic Text Element:
Click on the area after the dynamic text (or the cursor), then press Backspace.
How to Change a Dynamic Text Element:
Simply click on the existing dynamic text and choose a new option from the dropdown list.
Note: Any changes made to the email content will apply to all emails sent from that moment on.
That’s it! Your email is now dynamically personalized for each recipient.