What are Personalization Fields?
Personalization fields are placeholders that dynamically add data from your mailing list into emails. Use personalization fields to customize emails with information such as volunteer name, email address, organization name, opportunity name, and other options.
For example, if you send an email that contains the First Name field, each volunteer who gets the email will see their own first name in that spot.
Insert Personalization Fields into Emails
To add a personalization field to a message:
Open either an email template or a custom email message.
Place the cursor where you would like to insert the personalization field in the body of the message.
Click Personalize to view a list of available personalization fields.
Select a personalization field to insert it at the cursor location.
(Optional) Before sending the email, click Preview to see what the email will look like to a specific volunteer on desktop, tablet, or mobile phone.
(Optional) Click Send Test to send a test email to yourself. In the test email, the personalization fields will show information specific to you.
(Optional) Click Save as New to save this email as a template that you can reuse later. Saving the email as a template automatically saves your personalization fields for you.
To send the message, click Send Now.