Merge fields help you send emails that feel tailored to each influencer by automatically inserting details like their name, social handle, or any custom info you've added to their profile. These small touches make a big difference in engagement — no more generic, mass-sent messages.

Upfluence offers two types of merge fields:

Merge fields are dynamic placeholders that pull data from influencer profiles. You can use built-in fields or create your own custom ones.

Here’s how to insert them:

Just click on the field you want — like {{first_name}} or {{instagram_handle}} — and it’ll be added to your message.

If a merge field doesn’t have a value in a profile, the email won’t be sent to that influencer.

For example, if one out of 100 influencers is missing a value like {{last_name}}, only 99 emails will be sent. You’ll see an error under the Message column in the Mailing tool for any affected profiles.

To prevent missing data from blocking email sends, you can define a fallback value.

A fallback value automatically replaces a missing merge field. So if {{last_name}} is missing, you can set it to use a default like “there” — turning “Hi {{last_name}}” into “Hi there”.

Use Preview Mode in the email editor to see exactly how your message will look for each influencer.

When enabled, Preview Mode shows real data in place of merge fields and uses colour codes to highlight potential issues:

Use the dropdown to preview specific influencers and check for missing fields. Icons next to influencer names will also flag profiles that need attention.

Want to build your own merge fields? Check out this guide: How to create and manage my own merge fields