Email Personalization

• Use Personalization Fields in Emails

  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) Insert personalization: Place cursor in block → click Personalization Field types supported: Standard Fields, List Fields, CRM Fields*, Sender Fields* Fallback syntax: {{={{First Name}}|Friend}}...

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• Using Sender Personalization Fields

  Beyond the personalization you get from your list fields or CRM fields, Act-On gives you a set of account-wide Sender Personalization fields you can drop into emails and, in some cases, landing pages. Why this matters: Sender fields let you personalize at the level of who's sending the message — not just who's receiving it — which is what makes footers, signatures, and CAN-SPAM-required detail...

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• Personalized From Addresses

  Send emails from a real, relevant person to each of your customers by adding the sales owner's contact information in your outbound messages using the Personalized From feature. This works whether you are using an integrated CRM with Act-On or uploading your lists manually.The information here is for Marketing Lists users. If you are using Act-On Contacts, please see Personalize From Addresses ...

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• Add Personalized URLs to Email Messages

  Create unique links in your emails for your recipients that use Personalization Fields. 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 Co...

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• How to Personalize Emails with CRM Data

  CRM Personalization pulls data straight from your connected CRM — account name, annual revenue, whatever field matters — into your emails and landing pages, so each contact sees content that's actually relevant to them instead of generic copy. Who does this: Marketing users building emails or landing pages, once an Act-On admin has an active CRM connection and a completed Data Management sync...

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• Send Personalized Emails from Salesforce Owners

  Send emails that show in the inbox as they were sent by the Contact or Lead Owner from Salesforce. This is a powerful way to use marketing automation to grab the attention of your Leads and Contacts by using a personal touch.This article applies if you are sending from a Marketing List. If you are using All Contacts to send, please refer to the Personalize From Addresses with All Contacts arti...

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