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Setting Up Merge Fields

Merge fields allow information to flow from the CSV (data) file into the email. For more information, please refer to procedure Scheduling an Email Launch. To set up merge fields in an email, follow these steps:

Step 1        Log into the Digital Communication platform

Step 2        Select the Product Suite product and the Emails module

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Step 3        Under the Add New section, click New or Template on the card of the desired email type

Step 4        Complete The Basics page

Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.

      • Name
      • Description (optional)
      • Store your email in a folder
      • Would you like to use the DocuMatix Editor or would you like to import HTML instead? (only if creating the email from scratch. For more information, refer to procedure Creating an Email from Scratch.)
      • Layout Mode

Note: Mobile Layout Mode is for a single column email making it easier to view on a mobile device and Desktop Layout Mode allows for multi-column emails for viewing on a computer.

Step 5        Click Continue to advance to the Editing your email page

Step 6        Within the Editing your email page, “Click, Drag, and Drop” the Text icon DMX301-C.png to place the text cell in the desired location of the email

Step 7        Hover your mouse over the text cell and click the Edit icon DMX301-P.png

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Step 8        Position the curser in the desired location of the email text where the merge field will be placed and click the Insert Merge Field icon DMX318-A.png

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Step 9        Click the radio button and type a description of the data to be merged into the corresponding text field

Step 10      Click the Insert Merge Field Into Email button

Step 11      Review the Add Text to a Cell window to confirm the merge fields are placed in the correct location of the email text

Step 12      Repeat steps 8-11 for each necessary merge field

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Step 13      Click Save DMX301-W.png

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Step 14      Click the Inbox Appearance tab

Step 15      If a merge field is to be placed into the Email Subject, place the cursor within the text box in the desired location where the merge field will be inserted

Step 16      Click the Use Merge Fields button

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Step 17      Click the radio button and type a description of the data to be merged into the corresponding text field

Step 18      Click the Insert Merge Field button

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Step 19      Once you have returned to the Inbox Appearance page, confirm that the merge fields are placed correctly in the Subject field

Step 20      If desired, repeat steps 15-19 to add a merge field to the Preview Text

Step 21      Once all information is present on the details page, click Continue to complete the Email Recipients page

Article Reference: DMX318

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