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Upcoming live webinars:

  • [MDPP] Overcome Objections & Close More Deals Wednesday, October 23 10:00 AM-11:00 AM
  • [MDPP] Get More Appointments & Win More FSBOs Wednesday, October 30 10:00 AM-11:00 AM
  • [MDPP] Convert More Leads in a Digital Age Wednesday, November 6 10:00 AM-11:00 AM
  • [MDPP] Make Search Engines Work for You Wednesday, November 13 10:00 AM-11:00 AM

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Personalize Your Emails with Mail Merge

Make each message you send your contacts feel like it’s just for them. You can now easily and efficiently personalize your messages using new fields that allow you to merge contact details directly into your emails (these are also referred to as mail merge variables). You can add a client’s name to a salutation or in the body of your email, or include their city when talking about a local area.

To merge contact details directly into your email, first compose a message to your contacts. Click here to learn more about composing an email.

Once you've got your email message started, click the Contact Details drop-down menu to see what fields you can merge into your message.

Once you select the contact field you wish to add to your message, you will see it added to your email in brackets.  

For example, if you add the Contact First Name, then it will insert it into your email as {{Contact First Name}}. However, when your email is sent, it will appear as the recipient's first name.

(warning) NOTE: When the system logs emails in your sent items, you will see the merge fields with brackets, not what the contact sees when they receive your email.

You can also add a salutation before the mail merge, such as "Hi" or "Dear", and you can add a comma after the mail merge as well.

Additional Helpful Tips

  • If you have a non-contact in the 'TO' line, you will not be able to merge contact details to your email.
  • You can merge contact details to any marketing email or one-off email from your system (these do not apply to campaign emails).
  • If you merge a contact detail field to an email, but that field is empty in the contact record, no data will show.
  • If you're using multiple merge fields (e.g. contact first name & contact last name), just be sure to add a space between them.

Additional Resources: