Email Personalization

[user69131]

When I send test emails out to my associates, we get the same personalized name, instead of our individual names. What am I doing wrong? Since I am currently unable to fix this problem, I have a generic greeting premade.

[William_A · Accepted solution]

Hello @user69131 ,

When you preview your email, or send a test send, the contact detail (including subject line personalization and greeting tags) displays the personal information you provided for your own account to give you an idea of what your contacts will see. If the information isn't available to pull into your preview, or if you're using custom fields, the fallback text displays instead.

If you want your test individuals to see the personalization elements, you'll need to send it as a regular email directly to them (i.e. adding them to a list on their own, then sending the "test" email to that list).

[DevonK]

That doesn't answer "Rookie's" question. I am having the same issue. The name "Devon" (my co-worker) keeps popping into the salutation that I have inserted, no matter what email address I place in the test send field. I know these email addresses are in the mailing list and they have first name's attributed to them all.

[William_A]

Hello @DevonK ,

My 2024 response does answer the question. Test sends, regardless of whether the email addresses being test-sent to are contacts, users, or verified addresses on the account, will still utilize the account owner info. Test sends, at least at time of this comment, will not include other contact fields beyond the test-send compatible AO's info (if any is available to insert). See my original comment for step-by-step and visual guidance on the relevant aspects of these systems.