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) - Click to Expand Insert personalization: Place cursor in block → click Personalization Field types supported: Standard Fields, List Fields, CRM Fields*, Sender Fields* Fallback syntax: {{={{First ...

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• Using Sender Personalization Fields

  You can add personalized content to your Act-On emails & Landing Pages in a variety of ways. In addition to the standard method of using data from your list fields or CRM fields, Act-On provides a selection of account-wide Sender Personalization fields. These fields are typically used for outbound email messages, but some may be appropriate for Landing Page content as well.Adding Sender Persona...

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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 Cont...

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• How to Personalize Emails with CRM Data

  Include CRM data from your CRM in your emails so they have dynamic & personalized content using our CRM Personalization feature.Prerequisites Account-Based Marketing add-on. Contact your Account Manager for more information. An active connection with a supported CRM: Salesforce Microsoft Dynamics SugarCRM Netsuite Data Management set up to run a recurring sync. CRM list(s) imported to Act-...

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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 this article instead.Prerequisites Active Connection ...

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