Guides & Tutorials

Personalizing the newsletter

How to personalize newsletters?

You can personalize both the content and the subject line of your newsletter. In order to do that, custom fields (parameters) have to be added to the email addresses. They can be names, personal codes, birthdays or whatever could capture the attention of your subscribers. You can read more about parameters from the Creating a segment (filter) tutorial. 

  1. To insert personalized content into your template, there are two options. Choose a prefered variable from the dropdown menu under “Insert” or do it manually.
  2. If you’re opting to do it manually, make sure that it’s added between double brackets {{parameter}}. The name of the parameter should be in all lowercase letters and have a unified format throughout.

The added parameter has to be written in the exact same format as the field in the database. If the database field says “firstname” then the necessary information will not be found when just writing {{name}}. In this case you have to write {{firstname}}.

If the filtered field of a contact is left empty in the database, nothing will be added to that field and the place where the value of the parameter should be added in the template will remain empty.

When some of the contacts are missing a value in the personalized field, you can replace it with a common name (e.g. customer, subscriber), so that when a customer receiving the newsletter has no name in the database it will be replaced with something else.

Dear {{name}}{% if name == "" %}subscriber{% endif %}

In that case, the contacts who had a filled-in name field will be greeted by their name in the email (e.g. “Dear Mari”) and the ones who didn’t will be greeted as subscribers (e.d. “Dear subscriber”).

Second example:

{% if first_name != "" %}Hello {{first_name}}!{% endif %}{% if first_name == "" %}Hello!{% endif %}

When contacts have a first_name information filled, they will receive the welcoming as Hello Judy! Name is personalized for each contact. If they don’t have first_name parameter with a value, they will see just Hello! in their newsletter.

To send personalized links to your contacts we suggest adding the first part of the URL into your template and the variable as a part of it.
E.g.{{here_parameter_from_excel}}. This way you’ll be able to see everyone who’s clicked on the link but each of them will get their own unique link as well.

To use the whole URL as a filter, use {{here_url_parameter_from_excel}} for example. This way you won’t be able to get the statistics of who clicked on the link.