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

Hello Michelle,

 

The <varnametype="SUBSCRIBER.EMAIL" id="block_LETTER.BLOCK5.subscriberData">Email</var> along with the link will not generate in our system. However if you create the link in the custom fields section manually create the whole link for each contact you will be able to generate these links.

 

For example:

Add <a href="http://example.com/source?support@constantcontact.com">click here to view website</a> to the custom field 1 box in the contacts section. After uploading each manually made link into the contacts section, go into your email and edit the block you would like to add the email address link into; and insert the contact details custom text  1.

 

Note:

There is a maximum of 50 characters allowed in a custom field section, so you may want to use a site like

(tinyurl.com or ow.ly) to shorten the URL.

 

I have also added this to my user feedback program to add a function that will automate this process.

Andrew H.

Tier 3 Support Specialist

Was this ever resolved, I really want to pre-populate the email address and name within the URL using extended URL variables to pick up in the form, e.g. www.link.com?email=EMAIL&fname=NAME etc.

Hi,

It sounds like what you are looking for is a dynamic link. This is a link that you can put in to pull personal information. For example, http://www.yourdomainhere.com/$SUBSCRIBER.EMAIL$ would pull the contacts email address and put it on the end of the link. You can use a number of different variables to pull information based on what you are looking for. For more of the variables and steps on how to set this up please check out this FAQ: Can I create dynamic links in Constant Contact?

 

There are a couple of things to note: This URL works in Constant Contact templates. If you are looking to create a dynamic link in a custom XHTML email the steps are a little different. Please let me know if that is the case. Also, these links are not trackable and will only work when your email is sent out, not in the test copies. 

 

Hope this helps,

Hannah M.
Community and Social Media Support

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Participant

Hi,

 

I am looking to promote my social campaign using an email blast to my contacts, but am running into an issue with the email template.

 

How do I send emails to my contact list with my contact's first name replaced in the salutation (e.g. Dear Joe)?

 

Thanks,

Anirban

Hi Anirban,

I took a look at your account to see how the email was being created. Since you are using the quick email version in the promotion screen unfortunately you are not able to include the contact details. I have a great suggestion as a workaround through, you can add a free trial of Email Marketing! This would give you 60-days for free and when it was over you would not need to take any action. 

 

If you are interested in starting this, please click the Email Marketing tab and then the "Start Free Trial" button! You can choose a template, customize it as much or as little as you would like and send it to your contacts to promote your Facebook page and the campaign. This is how you would include first names.

 

Hope this helps,

 

Hannah M.
Community and Social Media Support

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Participant

Is it possible to include the custome fields in an email with the trial version? When I try to include any Custom Field i.e. custom field 1 it shows the text "Custom Field 1" in the email instead of the value that I have in that field.

Good Morning!

Custom Contact Details can be used in Trial accounts.

What is likely happenening here is that the "Custom Field 1" in your email cannot populate any information while viewing in the Editor, the Preview, or when sending a Test. 

This is because the Custom Field cannot reference the contact details until the email is scheduled and sent to a List of contacts, wherein this information is saved.

 

Hope this helps!

Brandon Dautrich
Constant Contact Customer Support

Im getting the same thing - it's outputting "Custom Text 1" etc.. But the other fields seem to be working fine  (first name, last name, etc...) even when I send it out as an actual email (not just a test).

Hello Jamin, 

 

When you are using custom fields to create a link in a XHTML email, there are 2 steps you have to take. First is setting up the code in the email. If you would like a link made up of 3 fields of data you would pull each custom field in the code of the email one after another looks something like this:

 

<Property name="Subscriber.CustomText1"/><Property name="Subscriber.CustomText2"/><Property name="Subscriber.CustomText3"/>

 

Note: each property can only have 50 characters of information, also a link cannot go over 500 characters with each field combined

 

After you have set up the fields for the code to pull, it is time to upload the data into the contacts details section in Constant Contact. So to get these links to work you need to add the coding to hyperlink the link, every link should start out <a href=" and end with </a> that allow the link to be clickable. With this in mind you need to break up your link into 3 parts for example your link <a href="http://www.yourdomain.com/link.html?mn=123456789">Click Here</a would be broken into sections in the custom fields. As a example of how to break this up have custom field 1 contain <a href="http://www.yourdomain.com/link.html?mn= then custom field 2 will contain 123456789 finally custom field 3 will contain ">Click Here</a>. You will have to do this for each unique email address which you are sending to.

 

Here is a example of the spreadsheet:


spreadsheet.png

 

I also advise sending a live test to your own email account (sending a test copy will not allow pull the data from custom fields only the live version will).

 

Hope all this helps!

Andrew H.

Tier 3 Support Specialist

Looks like you are forced to create custom fields on each of your contacts ? Its a pain when you have thousands of existing contacts. 

 

What will help is a notion was global custom fields i.e the fields are set not on each contact but somewhere in the account settings and are available on all email templates. 

 

Or At the least at the individual email template level. 

 

 

Hello FeedBackTeam,

 

Thank you for the feedback on standard custom fields for the account to avoid inserting the static parts of links to each contact. I have submitted this feedback to our developers.

Andrew H.

Tier 3 Support Specialist

It would be amazing to have custom fields we could set for each list - I sure hope they implement it soon.

Thanks for your feedback, Jamin.

 

I'll add your Username to this idea!

 

 

Hannah M.
Community and Social Media Support

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Occasional Participant

What an absolute, ugly hack of a way do a simple thing. You need to add 2 or 3 custom fields to show the entire URL?! Why not just something like a double ampersand is replaced with your custom field in the URL? So you put something like <a href="http://www.google.com?id=%%custom.field.1%%> in your email.

 

This is surely so common that the developers would have implemented it long ago. Do you actually have any developers? If so, they checked out of this job a long time ago. Please send this post to them.

 

 

Hi Georgie. I'm not exactly sure what you are referring to. You can replace a specific part of a URL with the information in the custom field. The only limitation on that is that there is currently a 50 character limit on all of the contact information fields, so if the dynamic part of the url is more than 50 characters long you would need to split it.

 

However, you can create a URL where only the dynamic portion is in the custom fields. In the email editor, when you are editing the Insert Link box, you would enter the link URL as http://www.yourdomainhere.com/$VARIABLE$ and replace VARIABLE with the variable you want. In this instance, if you wanted to include the custom field 1, you would use http://www.yourdomainhere.com/$SUBSCRIBER.CUSTOMTEXT1$ as the URL.

 

If this is not what you were referring to, please let me know so I can address your concerns.

 

 

 

 

Jeff Gilson
Community & Social Media Support

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Occasional Participant

ah god, i'm an idiot! didn't know that you could add variables if you just surround them with $

 

ignore everything i said!

No problem, I am glad to hear Jeff was able to help! Feel free to ask any questions you run into, we're happy to help!

 

Enjoy your day!

Hannah M.
Community and Social Media Support

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What about when there are two custum fields you need to put together (the link is over the character limit).  Can you now put two ( $SUBSCRIBER.CUSTOMTEXT1$$SUBSCRIBER.CUSTOMTEXT2$ ) together?
It seems there were many times in the past where this would've been very useful but of course we use other methods now.
The problem I found (if I remember correctly) is that we could use one, but not two together, and never in a link (even with one I think the parser would error and not allow a save).

I also remember we needed to put an entire <A href="http://someurl.com">Click Here To See This</A> link in at one point - this is where putting two together would've saved a lot of headache.

 

Thank you,

 

Jamin

Hi Jamin. You can absolutely string together two or more variables exactly the way you have it there in the link URL. Just make sure you don't have any spaces, either in the URL or in the custom text, as that could cause the link to break.

 

 

 

Jeff Gilson
Community & Social Media Support

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This is not correct for me.

This is what works - http://www.yourdomainhere.com/$VARIABLE

 

Note the missing $ at the end.

Hi Mary.

 

I can definitely help you out with your custom fields. Can you please give me a little more information on what you are trying to achieve? If you are trying to string together multiple variables in your custom field you will want to be sure you don't have any spaces, either in the URL or in the custom text. Check out this FAQ about dynamic links and how to use them. 

 

Let me know if you find yourself struggling at all. I'll do my best to help out!

Melissa M
Community and Social Support Intern

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