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Custom Email Placeholders

Modified on 07 February

Creating Custom Placeholders

 

You can add Custom Placeholders to create additional replacement tags for your emails you send to custom email lists. You can manually add these placeholders in the Single Entry Advanced Options for each contact and/or include them in a CSV Upload with your custom email contacts.


Single Entry Advanced Options

 

When manually adding or editing and individual contact in a custom email list, you can use the Advanced Options dropdown to add Custom Email Placeholders using JSON.

Note: This is an advanced feature that requires technical knowledge to be able to generate valid JSON.


Once you have finished inputting the custom placeholders and their data, click Update Contact. This data will be saved in the Placeholders column for that contact in your custom email list: 


CSV Upload


You can also create custom list placeholders by including the placeholder data for each contact in a CSV and uploading the CSV to a Custom Email List. When uploading the CSV, you will have the option to create your own Custom Placeholder or map the data as Placeholder JSON


Custom Placeholder


If you have additional data in one or more columns of your custom list CSV, you can map these columns as custom placeholders. Each additional column will be a different Custom Placeholder.


For example, if you have the contacts' ages and the previous event they attended, you can add an "Age" and "Last Year Event" columns with this data for each contact:


When you upload the CSV, you can map the "Age" and "Last Year Event" columns as Custom Placeholders. This will automatically create the replacement tags, which can be edited by typing in the Placeholder Tag text box:


Once you have made sure each column has been mapped correctly, click continue, and the custom placeholder data will display in the Placeholders column for the custom contacts:


Placeholder JSON


If you have a column of placeholders and their data for each contact in valid JSON, you can upload the CSV and map that column as Placeholder JSON (Advanced Option). 


For example, you could upload a CSV with the same "Age" and "Last Year Event" data as the example above, but this data would be in one column of JSON:


Then, you can map that column as Placeholder JSON (Advanced Option):

Note: There can only one column of JSON placeholder data.


Once you have made sure each column has been mapped correctly, click continue, and the custom placeholder data will display in the Placeholders column for the custom contacts:


Using Custom Placeholders


After creating the custom placeholders, you can use the replacement tags when sending emails to these custom lists. 


Once you have added the custom list as the recipients of the email, you will see a Custom Placeholders folder in the Replacement Tags drop down menu of the email toolbar. When you hover over this folder, you will be able to choose from a list of the custom placeholders you have created:


Use these placeholders as replacement tags in the email to make the emails unique to each recipient:


When the recipients receive the email, these tags will automatically be replaced with their data: 

For more information on sending an email, view our Send an Email help guide here




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