How to Add Merge Tags to an Email

Modified on: 2014-11-14 14:59:20 -0600

SharpSpring enables you to add merge tags to emails. Merge tags allow you to create dynamic content that can enhance the personalization of your message.

The following video will show you how to add merge tags to an email in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience. ​

Step-by-Step Guide on how to add Merge Tags to an Email 

Step 1: Click on "Content" in the top navigation bar.

Step 2: Select "Emails" in the drop down menu.

Step 3: Choose an email and click "Edit." Hover over the email template that you want to use and click on the green icon that looks like a wrench.

Step 4: Click somewhere on the email body (left)  to view it on the edit screen (right).

Step 5: Place your cursor just after the salutation. 

Step 6: Click on the “Merge Variables” icon. It's located on the toolbar, just above the alignment icons.

Step 7: Select "First Name" from the drop down menu.

Step 8: When the email is sent, it will automatically place the contact’s first name just after the salutation.


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