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

Hi @MikeB171 

 

Thanks for posting this question!

 

The best and easiest thing to do is to take that Excel file and add a column that has the email address for each coupon code. Here are the steps to take once you have the associated coupon code with the email address that is already within your list in your Constant Contact account.

 

Save Excel File

Go to the Contacts

Click Add Contacts dropdown > choose Add from File

Follow prompts & on 3rd scren, you want to click the box next to "I'm updating existing contacts, no need to add lists or tags"

Updating Contacts.jpg

Then click Import

 

Once this is done, you can go into the Email that you have created that will have the coupon code. Where you want the coupon code to be, you will choose Insert > Contact Details > Custom Field (probably 1).

Then Save the block.

 

It's that easy! If you have any questions let us know!

Participant

Hi

 

I am in B2B publishing and send out a number of controlled circulation renewal emails, in order to either convert non-registered to registered, or year 2/3 registrations to year 1.  I have a web registration page in place, and my data is stored on a cloud based database.  Every contact that I email to, has a unique Personal reference number.  When I add this person reference number to a URL string, I am able to bring up my web registration form, with the persons name, job, company name and address already pre-populated.

 

On the email I send from Constant Contact, I have a button that says ' Register Here'.  Behind this button is just the standard URL to the form (not pre-populated).

 

What I want to do is personalise (I guess), the 'Register Here' button, so that when a person clicks on this, it takes them to my web reg page, pre-populated.  I have a coloumn on my file which I would upload, that would contain the unique URL's for each contact.

 

Can I ask how I can do this please.

 

Any help appreciated

 

Thanks

@AdrianB1 

 

What I would recommend in this case is utilizing our Custom Field option. Once each contact has their full unique link next to their name in the excel file, you will import the file. Now once you're creating the email, rather than utilize the "Register Here" button itself, you will create a custom field by going to "Contact Details" on the left hand bar and then scrolling to the bottom of the drop down menu and selecting either Custom field 1 or whatever name you have given it upon import. 

 

This will autopopulate whatever information is in that field into the body of an email. We can't guarantee that every email client will automatically generate a link out of that custom field but most up to date email clients should.

 

If you have any further questions at all with how to proceed, please don't hesitate to reach back out via email or by calling support at 1-866-289-2087.

 

Best,

Ian W

Community & Social Media Support Intern
Participant

When I send a personalized email campaign, it only works with some emails. For example when I send a test, my name/personalized info works, but the first name field in another email in the test doesn't - it has a "true true" message in that text field. Please help?

HI @JulieB100

Thanks for posting, I am sorry to hear of this frustration. What is the name of the email this is happening in? Also, so we can best troubleshoot, which field was pulling "true true"?

 

When you send a test copy of the email out any contact details that you have pulling into the email will show with your information. This is because the email needs to be sent as a live email to reference the information stored in Constant Contact. You should have seen your name or the account owners name populated into the "first name" field even if you sent the email as a test to another address. It's best to test out emails like this by sending a live copy to a small test list. This way you will get to see what information it is pulling ahead of time. We've got an FAQ with more on this if you would like to take a look.

 

Thanks,

 

 

Hannah M.
Community and Social Media Support

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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

 

 

View solution in original post