When sending a message, you can use dynamic tags (also referred to as merge tags) to personalize, or send unique values (like purchasing codes) in an email or SMS message.

Important notes:

• Ensure your number of codes matches the number of email addresses
• Use the csv file that's provided in the platform

How to personalize an email message

Dynamic Tags are found inside the email builder

• Navigate to the Messaging menu
• Click New Message and choose email, or open an email draft
• Complete the fields on Step 1 of the email, and then click design an email
• When designing the email using the email builder, you can add Dynamic Tags to any Heading or Text element by clicking on Dynamic Tags

• Select a Dynamic Tag

• The Dynamic Tag will then appear in your text

Dynamic Tags Fallbacks 

You can also add Dynamic Tags Fallbacks by clicking on the “preview” drop-down menu

How to add a Dynamic Tag in the Subject line

• Open your email message
• In the Messaging dashboard, click Message Details
• Click Insert Dynamic Tag

• Select the Dynamic Tag

• Click Save

How to include unique values in an email message

• When designing the email using the email builder, click on the Import Dynamic Tags element in the top-right-hand corner

• Click Download this CSV file, to export a file containing the list of recipients for this message. Note that this exact file must be used

• The CSV file will be sent to your email inbox

• Next, open the CSV file and add a new column for your dynamic tag and specify the info for each contact (the column header will be the name of your dynamic tag).
• To add a custom tag, like a unique code or unique URL, add and label a new column in the CSV file, then add the values for each contact. You can add multiple columns with values.

• Save the CSV file once populated.
  

• Drag and drop the saved file into the drop box, or click to browse and upload the file from your saved location.

• Click Import Fields

• You can now insert the unique values in any Heading or Text element by clicking on Dynamic Tags

How to personalize an SMS message

• Navigate to the Messaging menu
• Choose the Messages tab
• Click New Message and choose SMS, or edit an SMS draft
• In the Message text box, compose your message. 
• Click Insert dynamic tag
• Click Add dynamic tags

• Click Download this CSV file, to export a file containing the list of recipients for this message. Note that this exact file must be used.
  

• To add a custom tag, like a unique code or unique URL, add and label a new column in the CSV file, then add the values for each contact. You can add multiple columns with values.
• Save the file once populated.

• Drag and drop the saved file into the drop box, or click to browse and upload the file from your saved location.

• Click Import fields
  

• You can now add the fields to your message. Place your cursor in the spot where you would like to add the personalization field.
• Click Insert dynamic tag then choose the field(s)

• When using dynamic tags, you should always add fallback values to be used if the value for that field is blank for any recipient.

How to test your dynamic tags

• Go to Step 3: Summary in the email.
• On the right-hand side, showing the mobile preview, click preview dynamic tags and an example will be shown of what the tags will look like:

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Send an SMS message

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