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How to personalize emails using merge fields and fallback values
How to personalize emails using merge fields and fallback values
Updated over a week ago

Here's a helpful video on how to do this:

When you write a mailing to reach out to influencers, it is important to add personalized elements to your email template so that the email doesn’t come out as a random, messy, and mass-sent email.

You can easily personalize your emails for each influencer in your campaign using merge fields to include the influencers’ names, social media handles, the size of their community, etc.

How to add Merge Fields to personalize my emails:

Merge fields are dynamic fields that will change in your email depending on the information attached to influencers' profiles. (Name, location, name of social media handle, etc...). You can use pre-set merge fields or create your own merge fields.

To insert a merge field either use the merge field "box", or write "{{" in your mailing to display all merge fields. This will open up a list of available merge fields you can insert in the body of your email.

Tips: You can also use merge fields in your email subject line. It adds a personal note when you are reaching out to influencers and they are more likely to open your email. To add a merge field to your subject line, you need to write it out manually or copy/paste it from your email body.

Note: When you use a merge field, this field has to be available for all the influencers currently in your mailing. If the field is empty on the profile, Upfluence will not send an email to influencers if a merge field is missing.

For example, out of 100 influencers, if 99 have a custom merge field "Christmas Gift" defined, but 1 has this merge field missing, only 99 influencers will receive your email.

How to use Fallback Values:

Don't panic, if you don't know you are missing a field on an influencer profile, you can define fallback values for each merge field. A fallback value is used to replace a merge field when it doesn't have a value on an influencer's profile. This way you can still send your email even if you are missing information!

  • For example, if you add the merge field "dog_name" in your email content, if the influencer doesn't have this variable, we will automatically replace it with the fallback value that will be defined (ie. "your dog").

How to check my personalization before running my mailing?

Preview Mode

You can preview the content of your emails before sending them. It's a good way to make sure that all your merge fields have a value and which influencer profiles you are missing a value.

To activate this preview mode, click on the toggle and it will activate the preview mode.

When you are in preview mode, the system will automatically replace the merge fields present in the content of your email with the variables available on the influencer profiles.

This allows you to quickly identify missing merge fields and anticipate potential errors. There are 3 colour codes:

  • Green: When the merge field is available

  • Orange: when the merge field is not available but a fallback value is present

  • Red: merge field not available and there is no fallback value

In addition to that, you can easily choose which influencer to preview using the dropdown menu. This makes it easy to identify which profile is missing merge fields. We also display a cookie next to the influencer name to identify the offending profiles.

Merge fields live edition

You can also edit and add influencer merge fields directly from the preview mode. This means that if a merge field is missing, we will add it to the influencer's profile with the chosen value.

Before running your emails, you can double-check your mailing settings by sending yourself a sample email!

For further assistance, please feel free to contact us by clicking on the "Talk to a person" option within our chat feature. We're here to help!

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