How to insert personalization tags into your campaign

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Inserting personalization tags into your direct and automated campaigns can increase engagement and improve a contact's experience with your brand. Depending on your plan level, you can personalize campaigns with contact, deal, or account information. 

Once the message is sent to the contact, the tag you inserted will be replaced by a value specific to the recipient. When the contact receives your message, they will see information specific to them. 

Personalize a campaign created with the Email Designer

The Email Designer uses drag-and-drop structures and blocks that you can use to create your direct and automated campaigns. 

  1. From your campaign, click the text block to which you want to add personalization. 
  2. Click the "Personalization Tags" option at the top of the designer. 
  3. A modal window will appear. Click the personalization option you want to use. 

The personalization tag is automatically inserted into your campaign.

Personalize an campaign created with the Classic Designer

The Classic Designer gives you a drag-and-drop interface that you can use to create your direct and automated campaigns.

  1. From your campaign or automation email, locate where you would like to insert a personalization tag.
  2. A modal toolbar will appear. Click the "Personalize" button.
  3. Click the personalization option you want to use. 

The personalization tag is automatically inserted into your campaign.

Personalize a custom HTML campaign

HTML campaigns are created using your custom HTML instead of a drag-and-drop interface. While this gives you complete control over the design, you must be comfortable using HTML.

  1. From the code editor, click the area where you want to add a personalization tag, then click "Insert."
  2. Click "Personalized Content" from the list of options that appear.
  3. Click the field you wish to insert.

The personalization tag is automatically inserted into your campaign.

Note: If you're working from the visual editor, click the area where you would like to add the personalization tag, then click "Personalize Message." Then select which tag you would like to insert.

Personalize a plain text campaign

Plain text campaigns contain regular text and do not offer formatting options. Opens are not tracked for plain text campaigns. 

  1. From your plain text builder, click the "Insert" button.
  2. Click "Personalized Content."
  3. Click the personalization tag you wish to insert.

The personalization tag is automatically inserted into your campaign.

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