Steps for inserting a field in a message through shortcut

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Steps for inserting a field in a message through shortcut

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1.You need to be on the “Message editor” tab.

2.Place your cursor on the location you want the field to be in.

3.Right click on your mouse and select “Insert fields to merge”, and then select the field that you want to add. For example, if you want to add the fields “Prefix” and “Last name”, you need to click on <=Title> and <=LastName>. You can add only one field at a time. You cannot alter the encoding of the fields. If you modify the encoding of a field, it is possible that it will not be displayed properly. You need to leave a space in between each field (see Image 1: Insertion: Merging fields).

4.To see a preview of your message with merging fields, your first need to select a contact. Click on the “Contacts list” button and select a contact. After you have made the selection, return to the “Message editor” tab and click on the “Message preview” tab. This tab is located at the bottom of the “Message editor” tab      (Image 2: Message with personalized fields preview).

5.To modify your message, you need to return to the message editor. To remove a field, just select it and delete as usual.

 

Image 1 : Insertion: Merging fields

 

Merging fields

 

Fields insertion & message preview

 

Image 2: Message with personalized fields preview

 

Merging fields-2

 

 

 

Note: The fields can be added after or during the creation of the message.