Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Using merge fields

Merging contact information into an automated communication can be an extremely powerful tool to create a relevant, personal experience for the recipient. It can also ruin the customer experience if not properly implemented. As a tool itself, it thrives on context and so merge fields always need to be used strategically.

While this recipe specifically covers how to insert a merge field into an e-mail, the concept extends to any object with merging capabilities (tasks, letters, and so on).

Getting ready

We need to edit an e-mail inside a campaign.

How to do it...

  1. Place the cursor where we want to merge some information.

  2. Next to the Subject line, click on Merge; this will open a tool palette:

  3. Click on the merge field category containing the field we want to insert.

  4. Click on the name of the merge field we want to insert. This will insert a variable that looks like this:

How it works...

Before Infusionsoft sends the e-mail, it will replace any of these merge field code with...