Add values to emails (mail merge/variable)
Adding variables (or mail merge fields) is a simple way of personalizing your emails. They can be used for email templates, individual emails and bulk emails.
In the Message editor, click on Variable → choose from the dropdown → click Save.
💡 First name appears as [contact.firstname], Last name appears as [contact.lastname], etc.
💡Variables have a fallback option for you to add.
E.g., "Hi [contact.firstname,fallback=there]", means that if there is no contact first name, it will default to Hi there.
💡 You can use variables in the Subject line of your templates.
You can choose from the following:
- First name
- Last name
- Full name
- Organization name
- Job title
- Quote block
- Contact address
- Contact or Organization Custom Fields