Using Personalization Fields in Emails

Personalization fields show a customer's data fields in your email message, allowing you include relevant content that speaks directly to each person. You can insert personal information such as first name, CRM information such as the assigned sales rep, account information such as your company's address, and much more.

You can add these fields in the Design tab of the email composer:

1. Hover over the Rich Text Block and click the pencil icon to edit it
2. Click the Personalization option (the hand pressing a button in the toolbar), or choose the arrow next to the icon to choose between contact fields or sender fields (such as sender name, phone, or address)
3. Choose the file you'd like to use in your message
   • The options listed are the standard field names for your account – you can add standard fields to get them to appear in this menu
4. Enter generic backup text that will display if your recipient doesn't have a value for that field

Examples

When using the Personalization option in the toolbar, you'll see that this outputs text into your message with a certain format. You can free type personalization fields by following this format. Here are some examples:

Assume you're using the First Name standard field name, and then entering 'Hello!' if the First Name field is missing. This would require the following text in the Rich Text block:

{{={{First Name}},|Hello!}}

This tells Act-On: "If there's a first name on record, put it here (followed by a comma); otherwise, just use 'Hello!'"

You can do something similar using any field name. For example, if your list includes a field named HomeCity, the string shown below might appear in your message as 'How's the weather in Dallas?' or 'How's the weather in Portland?' or 'How's the weather in your home town?' depending on whether there's anything in the HomeCity field:

How's the weather in {{={{HomeCity}}|your home town}}?

If you know the field name in your list that you want to use, you can type it in directly in this way.