A way to personalize? (ie mail merge)

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A way to personalize? (ie mail merge)

Is there a way to send a postcard or newsletter to a large group of recipients, but have each message personalized with their name in the greeting?

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Marketing Advisor

Hello, 

We have a great feature that will allow you to personalize an email with a reader's first name, last name or both!

 

To personalize your Email campaign, Event-related email, or Survey invitation, you can add a greeting variable that pulls the name of your contact from the information you've stored in your account and display it to that individual contact when they read your email.

There are different steps depending on what editor you are using.  

For 2GE users click here.  For 3GE users click here

 

 

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173 REPLIES 173

Thanks for the reply. I've set up that case in your account so you will be emailed when this is resolved. If you would like you can check the status of this case by logging into your account and clicking "Help". On the left choose "My Support HIstory" and then choose to view your open cases from the drop down menu.

 

Thanks,

Hannah M.
Community and Social Media Support

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With all the new physical address options in your database (home, work, other, etc.), there is no way to map incoming address data to these specific fields.  When I import a file with this data, there is only one set of address fields available for mapping in your system.  After exporting a list that I recently imported, I see that the address information I had in my file was added to the 'Other' address fields by default.

 

We extensively use the address fields and other custom fields for information related to our donor gifts, merge this data into an email template, and send out our giving receipts through your system.  With the recent changes, the merge fields available to add to the email templates only shows one set of address fields (no home, work, other options).  When these available merge fields are added to an email template, the information in the 'Home' address fields is merged.  So, there is no way to get my imported data into the merged templates (which was added to the 'Other' address fields)

.

We are also very frustrated as our donor receipts are backing up because of this problem, and this system change may cost us valuable donors due to us not being able to get out timely receipts.

 

We, too, are exploring other email solutions applications, and unless this issue is resolved VERY QUICKLY, we will have no choice but to change email system vendors.

 

It seems that there could potentially be a fairly easy fix if the UI allowed mapping of all the available address fields to the import datafile, and then ALL these fields are also available for merging into the email template...... Maybe all these fields could be made available to users.... maybe an enable setting???

 

I was on the phone with one of your representatives for an hour and a half last Friday, and am totally frustrated.  I thought I had a potential temporary workaround by creating custom fields for my data.  While I can get the information into the custom fields,... these custom fields are not available for merging into the template either!!!

 

I submitted a case yesterday to document what is happening, but so far there has been no response to my case.... almost 24 hours ago.

 

We are also deeply concerned about the extensive changes to your system without any warning!!

 

Please help ASAP!

Hello,

 

We are going to reach out to you tonight and explain what the situation is, currently this issue is being handled by engineering, however we do have a workaround that you can try to use to get around the problem until it has been resolved. Please be on the look out ofr our phone call around 6PM EST.

 

Thanks

Mike

Tier 2 Community Support
Occasional Participant

It is 2016.  Has this issue been solved?

@LindaA33

 

I did some checking on the original issue. The original issue has been solved. If you are experiencing issues with adding contact details into an email please let us know. We would be happy to investigate further.

Anna Davila
Community & Social Media Support

If you find my post helpful, and it answers your question, please mark it as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.
Consulting & Training

Hi,

how to use entries in "Custom field 1" instead of "Dear (Contact First Name),?"

He, what a **bleep** support here!

It toke me hours already and no solution!?

 

I wrote in each Custom field 1: "Sehr geehrte Frau LastName" or "Sehr geehrter Herr LastName".

This term I have to use for salutation necessarily!

 

How to arrange this?

 

Where to change what in HTML?

 

<table styleclass=" style_BlockMargin" style="margin-bottom: 10px;" id="textEdit" border="0" cellpadding="20" cellspacing="0" width="100%">
  <tbody>
    <tr>
      <td styleclass=" style_MainText" style="font-size: 10pt; font-family: Trebuchet MS,Verdana,Helvetica,sans-serif; color: #567a26;" align="left"><var id="LETTER.BLOCK8.greeting" salutation="Dear" nametype="F" greeting="Greetings!" punctuation=","><b>Dear (Contact First Name),</b></var> <br> <br>
        <div>Your offer(s) should cover the basics - name of the product or service, price, terms of payment, time limit, any incentives or guarantees and of course, how to get it.</div>
        <div>&nbsp;</div>
      </td>
    </tr>
  </tbody>
</table>

 

Hello,

Thanks for posting. Are you working in a Constant Contact template or in a custom coded email? If you are working in a template you will just want to delete out the greeting and add in the custom field instead. 

Capture.PNG

 

If you have included the greeting as part of the contacts information than you just need to plug in the field. If you would rather, you can type out the greeting and then insert the contact detail. Like "Hello, (Custom Text 1)".

 

In the code you can change the "Greetings" phrase but you can't pull custom field information using the greeting.

 

<var id="LETTER.BLOCK8.greeting" salutation="Dear" nametype="F" greeting="Greetings!" punctuation=","><b>Dear (Contact First Name),</b></var> <br> <br>

 

<var id="block_LETTER.BLOCK5.subscriberData" nametype="SUBSCRIBER.CUSTOMTEXT1">Custom Text 1</var>

 

So you know in the future, the Community is designed to be peer-to-peer so moderators are not available to help with urgent support questions all the time. We will jump in if there is something that only we can answer or something another user can't help with. Support is available 7 days a week via phone, chat or email. 

 

Thanks,

Hannah M.
Community and Social Media Support

If you find my post helpful, and it answers your question, please mark it as an Accepted Solution

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Ok Hannah, understood the kind of support.

 

Unfortunately your code doesn't work for me. I will contact the support so that the problem will hopefully be solved.

 

 

Occasional Participant

I am new to Constant Contact and I've read through the API documents, but I'm still not sure how I would go about sending an email to a single email address.  Basically, I would like to generate donation acknowledgment emails so that each message would be personalized. 

 

If you could point me to the right place in the docs, or tell me if this is even possible with Constant Contact it would be greatly appreciated.

 

Thanks,

 

mt

Hi there, 

 

 

Welcome to Constant Contact! I would like to offer you some help with this question.

 

Would you be creating multiple emails that were different for each person? Or a generic email to all with the name of the person who donated autopopulated?  If you wanted to do it this way, each contact record would need to be updated to include the information you wanted to be autopopulated (ie. Name, donation confirmation, etc) that way you can use the Custom Details tool within the email editor. 

 

You would need to create a list with all of these contacts so that you could send out the donation acknowledgement emails to each person. 

 

You could then schedule you email to go out, but you would need to manually send these messages out to that list.

 

 

 

If you need additional information on this, do let us know, 

 

Bria
Social Support and Community
Occasional Participant

Bria,

 

Thanks for the reply.  What I'm trying to do is retrieve all new donations from Paypal on a nightly basis.  For each new donation, I'd like to have an email that allows me to specify the NAME and AMOUNT fields.  I would like this to be totally automated so that no manual intervention is required.  I can certainly do this easily using our existing mail server, but I was hoping that we could have someone create a nice template using constant contact.   In my initial testing, it seems that once a "campaign" is scheduled, you have to copy it to send it to other folks.  I'm looking for something that can be used over and over again... And perhaps more than once for a particular email address if that person donates more than one time throughout the year.

 

Most of our other mail will be a monthly newsletter, which must be manual.

 

Thanks,

 

mt

Hi there,

 

Thanks so much for explaining further what you are looking to do with Constant Contact. 

 

It sounds as if you are looking for an autoresponder that would go out to a certain group of contacts (giving donations through a 3rd party.) Our autoresponders send out after the first day a new subscriber signs up for your mailing list (or is added manually) but cannot be sent immediately at this point, or to contacts already on your Constant Contact list, unfortunately. New updates to this feature are being implemented within the next year that will be more robust and applicable to your goals here, however at this time it is not available. 

 

You are correct about a sent campaign needing to be copied to send another. If you were sending to individuals this way, I'd recommended creating an email folder to put all of these into as there would be alot.  But this wouldn't be done automatically, this would all require management.

 

If you are still looking to have a template made, we do offer Custom Design Services for a fee of $49-99 depending upon the design you're looking for, and that can be set up by calling Support: 866.289.2101.

 

 

I hope this clears up the question for you, and if you have further questions, please feel free to reach out. 

 

 

Bria
Social Support and Community
Participant

Hi,

I want very much to personalize my email campaigns. Using first names is a great way to do this. Unfortunately when I imported my contact list, I imported a "name" column which had first and last name in it. Is there a way to export my constant contact list to an xls file so I can sort it and resubmit it?

 

Hello Erik,

 

You can separate the First and Last Name within Excel and then upload that file back into your Constant Contact account.  The first step is to export your contacts, you can do this by going to the Contacts tab, selecting your contacts (if you click in the checkbox next to Name it will select all contacts for you) then in the dark gray bar above your contacts click Export.  The export can take a few moments, but you will see it on your Activity screen (there is an Activity link below the gray bar).  When the export is complete you can click the link to "Download Export File." 

 

To separate first and last names, you can click on the link or here is a list of steps:  once you have the file open (it should open in Excel), you want to make sure there are a couple of blank columns after the First Name field where you have the full name.  You are then going to highlight the column (should be column A).  In Excel you are going to go to the Data tab at the top.  There is an tool called "Text to Columns" if you select this you can go through the Wizard.  You will choose delimited in step 1, and in Step 2 you will want to check off "Space" as a delimiter.  You can then hit finish as you will not need to complete Step 3.  This will then find any spaces (like between the first and last name) and shift the information into the next column, this is why you want blank columns next to the First Name field. 

Please note: When you perform this action if there is a middle initial for someone, or if someone has three words for their name (i.e Sr., Jr.) then this will create a column for every space within a name.  You might want to scan through your list after performing this action to make any corrections if needed. 

 

Once you have that new file you can then Update your contacts by adding contacts from a file, labelling the fields, and when on the page to add a list, you can either select your original list or check off that you are updating contacts. 

I want to export my contacts

Hello @NancyD93

 

You can export your contacts by selecting the contacts, then clicking the Export button in the header.  From there you can go to the Activity page in order to obtain the downloaded file of your contacts.  Take a look at this FAQ for step by step instructions

Participant

Why can't I see all the fields I want merged into my email?

Hi Jan!

 

I'm sorry that you are having trouble seeing all the fields that you want merged into your email. If you are asking about inserting contact details I would check out this FAQ about inserting contact details. This shows you the correct way to find all of the different fields you can use in your email. You can use all different fields including custom ones!

 

If there is anything else I can do for you or if this does not resolve your issue, please let me know.

 

Melissa M
Community and Social Support Intern

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Participant

I'm working on—what we thought was a simple—email that has two buttons that sends an email address to our database for opt-in CASL requirements. Here's the scenario:

 

If I edit an existing contact to contain the data in my custom fields, it works beautifully. Test successful.

 

When I try to upload a flat file with the custom fields, it breaks. The import IGNORES the closing tag </a>. I was chatting with a tier 1 technician for hours on friday and her tier 2 didn't know what was wrong either. The only solution available seems to MANUALLY edit each contact and add the </a> as the data in the custom field. Impossible.

 

Here's what we've done:

 

URL: <a href="http://www.client.com/casl-confirmer.php?em=

CC2: &cc=2

CC1: &cc=1

Suffix: </a>

 

<Property name="Subscriber.Custom.URL" /><Property name="Subscriber.Custom.email" /><Property name="Subscriber.Custom.CC2" /><img src="http://www.client.com.btn-1.jpg" border="0" style="margin-top:10px;margin-left:20px;" /><Property name="Subscriber.Custom.Suffix" />&nbsp;

 

<Property name="Subscriber.Custom.URL" /><Property name="Subscriber.Custom.email" /><Property name="Subscriber.Custom.CC1" /><img src="http://www.client.com/images/btn-2.jpg" border="0" style="margin-top:10px;margin-left:20px;" /><Property name="Subscriber.Custom.Suffix" />

 

In other forum posts, I've seen link closing tag with other content, but the latest is from 2012 and perhaps something is changed. Any way we try to work around it, the import ignores the </a>. We've tried different combinations of data in the custom fields, and the </a> is always ignored.

 

Thanks.

 

 

Hi Laz, 

I see you have an open case to our second level of support to look more into this. They will be the best team to help get to the bottom of why you can't upload with the tag included. 

 

If you would like to check the status of this case or even pass along an update you can do so from within your account. Click Help > My Support History and then choose to view all open cases from the drop down menu.

 

Thanks for posting!

Hannah M.
Community and Social Media Support

If you find my post helpful, and it answers your question, please mark it as an Accepted Solution

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