Smart inserts are a easy way to auto-populate data into message content. Have you ever received an email newsletter with your name in it (e.g. Hi Jane Peters)? You’ll most likely find this was populated with a smart insert.
Looking at that example, let’s imagine you’re writing that email newsletter. You want to personalise it with the customer's name, but manually typing it for every customer would be very time consuming. Therefore, you should use a smart insert to populate this for you. (e.g. “Hi %FIRSTNAME% %LASTNAME%).
Inserting smart inserts from the toolbar
- When editing your content, select where you want your smart insert to go.
- Click the smart insert icon
from the toolbar. - You’ll see this screen:
The left drop-down list will have ‘Contact’ selected.
The right drop-down list will have ‘General details’ selected.
You will see all ‘General details’, about contacts, listed below.
To add a smart insert, click
- You can insert any data you have on a contact. You will find all information available via the right drop-down list; including standard contact fields and custom fields.
- From the left drop-down list, you will find group information, which populates with details about the group you sent to, within the campaign. You will also find merge tags, which populates with your business data.
If you are a loyalty customer, Loyalty and Offer management will be available.