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Infusionsoft Cookbook
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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).
We need to edit an e-mail inside a campaign.
Place the cursor where we want to merge some information.
Next to the Subject line, click on Merge; this will open a tool palette:

Click on the merge field category containing the field we want to insert.
Click on the name of the merge field we want to insert. This will insert a variable that looks like this: ~xxx.xxx~.
Before Infusionsoft sends the e-mail, it will replace any of these merge field code with...
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