Personalization helps your emails feel tailored and relevant by inserting contact-specific details like name, company, or account owner directly into your message.
Quick Reference (Advanced Users) - Click to Expand
- Insert personalization: Place cursor in block → click Personalization
- Field types supported: Standard Fields, List Fields, CRM Fields*, Sender Fields*
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Fallback syntax:
{{={{First Name}}|Friend}} -
Manual entry:
{{Field Name}}(must match list) - *CRM and Sender fields require setup
Try it like this: Start your message with
Hi {{={{First Name}}|there}} to greet each contact by name, or show “there” if no name is available.What You Can Personalize
You can personalize any message using data from:
- Recipient Standard Fields – Mapped contact fields in your list (e.g. First Name, Email)
- Recipient List Fields – Custom fields unique to that list
- CRM Fields* – Data synced from your connected CRM
- Sender Fields* – Based on the account or user sending the email
*CRM and Sender Personalization require additional setup.
How to Add Personalization
- Open your email and go to the Design tab.
- Add or click into a supported content block (e.g. Paragraph, Title, Button, Table).
- Place your cursor where you want to insert the personalization field.
- Click the Personalization icon from the formatting toolbar.
- In the dialog, choose your field type from the sidebar (e.g. Standard, List, CRM).
- Search for the field and select it.
- Optional but recommended: Add fallback text so your message won’t fail if that field is blank.
- Click Insert to add the field variable to your message.
Manual Syntax (Advanced)
You can also manually type personalization variables using curly braces:
-
{{First Name}}– Basic syntax -
{{={{First Name}}|Friend}}– Adds fallback text “Friend” if the field is blank
Important: The field name must exactly match what appears in your list or CRM. Misspelled or unmatched fields will cause the message to fail.
Preview and Check Personalizations
Preview how your email personalization displays for a sampling of contacts to ensure your list is set up correctly and fallback text is working.
It's a best practice to preview personalization fields for your individual recipients and to run a full personalization check before scheduling your email.
Essentials to Get Started
- A personalized email that is ready to be sent out
- All personalization field names spelled correctly
- Fallback text added for each field (strongly recommended)
Preview for Individual Recipients
- Open your email and go to the Send Details tab.
- Add your recipient lists or segments.
- At the top right, click Preview to open Preview Mode.
- In the Details panel, toggle on Preview personalization.
- Use the dropdown to view how the email appears for specific recipients.
This also works for previewing dynamic image personalization.
Run a Personalization Check
- From the Send Details tab, confirm recipients are selected.
- Click Review & Send.
- Scroll to the Check personalization section and click Check now.
Passed!
When the Full Personalization check passes, your message is ready to send.