Learn how to make your subject unique by personalizing it with each recipient's name and preview how it will look.
How to set up the subject
To personalize the subject, go to the configuration screen of your draft email and click on Email setup.
To make the subject unique by inserting each recipient's name, click on the "Insert field" icon next to the subject area.
In this new window, select or write:
- Type, what type of information you are using; leave "Contact field" selected;
- Database, where you find the information; leave "Global database" if you have the recipients' names saved in the "Name" field on the platform;
- Field, what information you are using to personalize; choose "Name" to insert each recipient's name;
- Default value (optional), the text that appears if you don't have the recipient's name (e.g., "Hello" or "Good Day").
Conditional subject
Now, when you customize the subject of your emails for different audience segments, you can do the same with the preview text as well.
Conditional subject allows you to define rules by which recipients view a particular subject.
For contacts for whom no condition occurs, the default subject is displayed.
In this example we customize the subject and preview text based on the province of residence
- Enable the Conditional Subject option
- Click the button Add Subject >> Customize the first subject
- Click the Save button
- Click the button Add subject and customize the options by entering the subject, preview text and condition
- Click the button Save communication
Complete the subject personalization
After clicking on Insert, the subject will transform as follows: [contact:NAME {Hello globetrotter} encode="encodehtml"]
The square brackets "[ ]" indicate the use of a placeholder: here, "NAME" is the placeholder for the "Name" field in the platform.
The curly braces "{ }" contain the "Default value", if specified.
After personalizing the subject with the placeholder, add the rest of the text; for example: "[contact:NAME {Hello globetrotter} encode="encodehtml"], find out our travel destinations"
Preview
The Preview feature lets you see how your email will look before you send it, including a version personalized with a contact’s data from your database.
For more details, visit the dedicated page.