Show a customer's data fields in your email message, including relevant content that speaks directly to each person using Personalization fields. You can insert personal information such as their first name, CRM information such as their account owner, important information such as your company's local address (for example, if you have multiple locations), and much more.

The Email Composer allows you to use several types of Personalization fields:

• Recipient Standard Fields: Contact fields on your list that have been mapped to Act-On
• Recipient List Fields: Fields defined on your recipient list or lists
• Recipient CRM Fields*: Fields sourced from your integrated CRM
• Sender Fields*: Fields that change based on who is sending the email. This can come from your Act-On Account or Salesforce CRM.

* Account-Based Marketing is required for Recipient CRM and Salesforce Sender Fields.

This article focuses on using standard fields and list fields to personalize emails. For full instructions to use personalization with CRM data, see our related article here: How to Personalize Email Content with CRM Data.

You can also 

Instructions

Method 1: Add Personalizations to Email

In the new Email Composer:

1. Open the email you want, & in the Design tab, add or select a content block (Personalization is available in the following content blocks: Title, Paragraph, Button, List, Table, AI Create)
2. In the content block, place the cursor where you want to add a Personalization field & from the toolbar that appears, click Personalization:

3. In the Personalize dialog, select the Personalization field type.
4. Search for & select the field you want, then click Next.
   Jump to step 5 below.

In the legacy email composer:

1. Open the legacy email you want, & in the Design tab, either create or edit a Rich Text Block.
2. Click  to edit the block & in the toolbar, click Personalization:

3. Select a Personalization field type.
4. From the dropdown, choose the field you wish to display:

5. Optional but recommended: In the Fallback text box, enter generic text for contacts missing a value in the selected Personalization field. This will display an alternative text when a contact does not have any text to display; preventing message failures to these contacts.
6. Click Insert. The variable text is added to your message.

Examples

Without fallback text: {{First Name}}

With fallback text "Friend": {{={{First Name}}|Friend}}

Method 2: Add Personalizations Manually

Add Personalizations manually by enclosing the desired field name in double curly brackets:
{{First Name}}

We highly recommend adding fallback text. Add it to your personalization using the following format:
{{={{First Name}}|Friend}}

Next Step: Preview your Email Personalizations

Once you are finished adding your Personalization fields, make sure to preview your email to check for accuracy: Preview Email Personalizations