Add Personalized URLs to Email Messages

  • Updated

Use Personalization Fields in your email messages to create unique links for your recipients. Common use cases for personalized URLs include:

  • Sending a customer a package tracker
  • Sharing a link to a digital gift card
  • Linking to an account owner's profile

Tip! Depending on your use case and how many personalized URLs you're using, it may be better to use Dynamic Content. Learn more about Dynamic Content here.

Essentials To Get Started

Before creating your personalized URLs, you'll need to have the following:

  • A marketing list with a field that contains URL values
    • If you need to upload a new list or add a field to a CRM marketing list, see Creating a Marketing List for additional guidance.
      Screen_Shot_2021-09-16_at_12.02.59_PM.png
  • A redirect link for broken personalized URLs
    • Set an account-wide redirect link for broken personalized links, which are caused by list contacts without a URL value. To do this, go to Settings > Other Settings > Custom Account Settings > Account Redirects. Under Broken Personalized Link Redirect, enter the link you'd like to use for redirecting contacts that encounter a broken personalized URL, then click Save. You can edit this redirect link at any time by clicking Edit.
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Instructions

Method One: Add to Text Link

  1. Open an existing draft or, in the Email Composer, select Blank Message
  2. In the Address tab, add your recipient list or lists
  3. Navigate to the Design tab
  4. Edit Rich Text Block
    • If working with an existing draft, hover over Rich Text Block and click the pencil icon Screen_Shot_2021-09-14_at_12.02.45_PM.png to edit 
    • If working with a blank message, select Content from the sidebar, and drag and drop a Rich Text Block into the body of your email
  5. Add link text and use the cursor to highlight, then press the Link button Screen_Shot_2021-09-16_at_12.09.35_PM.png
  6. In the Insert/Edit Link window, find the URL section
  7. Enter your URL field name, enclosed in double-brackets (this signifies personalization and will insert the field value as a URL)
    Screen_Shot_2021-09-16_at_12.25.55_PM.png
  8. Press Save
  9. Press OK

Personalizations must be an exact match to the field names on your recipient list or lists. If you are using a different field name, make sure that you type it exactly as it appears on your recipient list.

Method Two: Add to Bulletproof Button

  1. Open an existing draft or, in the Email Composer, select Blank Message
  2. In the Address tab, add your recipient list or lists
  3. Navigate to the Design tab
  4. Edit Rich Text Block
    • If working with an existing draft, hover over Rich Text Block and click the pencil icon Screen_Shot_2021-09-14_at_12.02.45_PM.png to edit 
    • If working with a blank message, select Content from the sidebar, and drag and drop a Rich Text Block into the body of your email
  5. Press the Bulletproof Button button Screen_Shot_2021-09-14_at_12.09.09_PM.png
  6. In the Button window, find the URL section
  7. Enter your URL field name enclosed in double-brackets (this signifies personalization and will insert the field value as a URL)
    Screen_Shot_2021-09-16_at_12.54.03_PM.png
  8. Press Insert
  9. Press OK

Next Steps

Review your email in the Preview tab by selecting a recipient in the Sample Preview dropdown and hovering over the link or bulletproof button you have just added. If your Personalized URL is working, you should see the URL at the bottom of your browser.

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You can read more about this feature here: Preview Email Personalizations

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