Personalization

This guide will help you to understand what is personalization and how to effectively use it to create memorable emails.

Introduction

Most emails suck. They are dry and it seems they have been written by nobody for nobody. Personalization can change all that and more. Effective use of personalization can create engaging emails which your customers love.

Basic Personalization

SendX provides you various tags for contact personalization:

  • {{.FirstName}}
  • {{.LastName}}
  • {{.Name}}
  • {{.Company}}
  • {{.Email}}
  • {{.Birthday}}

So rather than getting a dry email like:

This one with personalization works way better:

Also note that you can use fallback in case you want default value to be present if the pesonalization tag is not there. For eg:

Hello {{fallback .FirstName "User"}}

This email line shall show Hello John when FirstName is John. In case user doesn't have a first name or it is empty then he will see Hello User

Using Custom Fields

On SendX platform you can also create any number of custom fields for your contacts and use them in your emails to make them engaging.

{{fallback .Competitor "some other marketing tool"}}

Note that just like personalization tags fallback can be used with custom fields also. So say if we had specified a custom field called Competitor to reach out to potential businesses. Now for some of them this custom field may be empty in such a case it will be replaced by some other marketing tool text.

Advanced Personalization

So you can still go one step further with personalization. SendX platform supports various operators which work with your custom fields, tags and lists and give you personalization super-powers

  • Custom Fields

    Assuming we have a custom field called Designation defined then the email content can be personalized based on value of this custom field using our equality operator eq

    {{if eq .Designation "Marketer"}}
    Hello Marketer !
    {{else if eq .Designation "Engineer"}}
    Hello Engineer!
    {{else}}
    Hello Teammate !
    {{end}}

    Similar to equality we have a ne operator also

    {{if ne .Designation "Marketer"}}
    You are not a marketer
    {{else}}
    Hello Marketer !
    {{end}}

  • Tags and Lists

    You can use contains_name and doesnt_contain_name alongwith lists and tags to have well targeted emails For eg:

    {{if contains_name .Tags "profile_created"}}
    Hey ! you have already created profile. 100 bonus points unlocked !
    {{else if contains_name .Tags "picture_uploaded"}}
    Hey ! you have uploaded your pikcha ! 50 bonus points for you
    {{else}}
    You are still kicking tyres :( Let's get you started
    {{end}}