Merge fields serve as dynamic placeholders, that pull in content from external sources. These fields are identified by [[double-brackets]].
Within UpMail, there are three types of merge fields:
1. Standard Recipient Fields
2. Sales & Catering Booking Fields
3. UpMail User Fields
When sending to a contact list, the Standard Recipient Fields are populated when you copy & paste contact information into UpMail.
These fields include First Name, Last Name, Job Title, Company Name and Title.
> Click here to learn more about the other types of merge fields
Standard Recipient Fields can be added to an email/template by selecting a text snippet, clicking 'List of mail merge fields', then clicking 'Standard recipient Fields'. The fields will then appear.
Click on the field name to add it to a text snippet.
Once you create a contact list, these fields will be populated with the information from the recipient.
Before
After
> Click here to learn more about adding merge fields to an email/template
> Click here to learn more about creating a Contact List to send an email to multiple recipients
It's important to note that you will not see the merge fields populated once you've created the contact list since there are multiple recipients. If you would like to see how the email will look with the merge fields populated, select the blue 'Preview' button at the top of the page.
This will open a preview of the email and you can select a contact to 'view as' from the drop-down menu. When you select the contact, the merge fields will populate with that contact's information.
Also note, that you can add Standard Recipient Fields to a Subject Line by selecting '+Add details'.
Then select the field you would like to add.
You will not be able to view a preview of the subject line populated, however, it will populate if you've added that contact information to the contact list.