18. About: Placeholders (Merge tags)

18. About: Placeholders (Merge tags)

When emailing a group of users personalise the communication by using placeholder (merge tag).


To add placeholders to automated emails:
  1. Click 'Setup' in the Toolbar on the top
  2. Then select 'Permissions and Templates' and 'Email Templates'
  3. Select the relevant email from the dropdown on top of the screen
  4. In the Email Body field click the arrow ↓ in the ribbon and select a placeholder from the dropdown
Open image-20240410-071857.png


You will find a brief description of each placeholder that is available for each automated email below the email body/on the bottom of the screen.
​​​​​

​​​​​To add placeholders to email campaigns:
  1. Click 'Communications' in the Toolbar on the top
  2. Then select 'New Communication'
  3. Select a user group
  4. In the Email Body field click the arrow↓ in the ribbon and select a placeholder from the dropdown 


e.g. sending an email to John, Paul, George and Ringo with on email, on would use 

 

Dear %%first_name%%

I hope you are well

 

and each recipient would receive the email addressing them personally

i.e.


Dear John

I hope you are well


or

 Dear Ringo

I hope you are well


etc

 

Examples of Placeholders: 

%%display_name%% will insert The full display name, including title of the recipient. Formatted based on the users preference.

%%email%% will insert The recipients email address.

%%event_name%% will insert The name of the current event

%%event_url%% will insert The url of the current event

%%first_name%% will insert The recipients given name.

%%Insert Signature%% will insert Email Signature

%%last_name%% will insert The recipients family name.

%%url%% will insert The primary url action (confirm,etc).

 


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