Use Personalization in a Canvas Email (Text Tutorial)

Insert MenuYou can personalize a Canvas email using any data in your mailing list.  This includes our standard data fields (like First Name and City) and any of your own custom data fields.

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Personalize Using Standard Fields
Personalize Using Custom Fields

Personalize Using Standard Fields

You can personalize an email using our standard fields like so:

  1. Select where you want to insert the personalization field
  2. Use the Insert Drop down menu in the bottom row of the toolbar to select which field you'd like to insert, like First Name.  This will open the Insert Merge Field dialog box
  3. Enter a Default Value in the provided field.  This default value is what a recipient will see if the personalization field you're using is not included within their record
  4. Click Insert Vield.  The personalization field will now be part of your email and should look something like {FIRST_NAME|Reader}.  In this example, anyone whose first name appears in the list will see their own name in the email and anyone whose first name does not appear in the list will see the default text "Reader" instead
  5. You can include as many personalization fields as you like in your email  

Personalize Using Custom Fields

You can personalize an email using any custom fields you've created.  Here's how:

  1. Select where you want to include the personalization field
  2. Enter the exact name of the field (capitlization doesn't matter) within curly brackets.  If you don't remember what the field you want to use is named, just take a look at the list of fields in your account found under Lists > List Fields.  A field called FavoriteWine would be personalized as {FavoriteWine}
  3. Just as with standard fields, you can include back-up default text as part of the personalization.  Just type | (this character is called the Pipe and appears right above your enter key) directly after the name of the field and then enter your default text.  Like so: {FavoriteWine|Gewürztraminer}
  4. You can include as many personalization fields as you like in your email