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
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.
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- 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
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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 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
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
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
Step 13 Click Save
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
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
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