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Crafting Personalized Emails Made Easy

Crafting Personalized Emails Made Easy

February 19, 20242 min read
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Ever wanted to send emails that feel like they were written just for your contacts? Well, guess what? this cool feature called Custom Field Preview in the Email Builder that lets you do just that! Let's break it down step by step.

Step 1: Go to Your Email Templates

First things first, head to the Marketing section and click on "Email Templates." This is where you create your awesome emails.

Crafting Personalized Emails Made Easy

Step 2: Spice It Up with Custom Fields

Once you're in the Email Builder, jazz up your email by adding custom fields. Think of these like magic placeholders that get filled in with specific details for each person who receives your email.

Step 3: Sneak Peek Time!

Click on the three dots in the top right corner and choose "Preview Template." Now you get to see how your email looks before it hits the inbox.

Crafting Personalized Emails Made Easy

Step 4: Check Out Contact Info Preview

On the Preview screen, find "Preview Contact Info" at the top right. Click on it.

Step 5: Pick Your Person

By default, you'll see a preview with generic info. Want to see how your email will look for someone specific? Use the search bar to find and pick that lucky person.

Step 6: See the Magic Happen

As you click through, you'll see the person's details and custom info on the right. On the left, you get a real-time look at exactly what they'll see when they open your email.

Step 7: Try Out More Previews

Curious about how different folks on your list will see your email? No worries! Use the search bar again to check out as many previews as you want.

And that's a wrap! The Custom Field Preview in Smartfollowups CRM's Email Builder lets you make your emails super personal. Give it a shot, play around with different custom fields, and get ready for your audience to feel the love. Happy emailing!

Are you ready to #automate?

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"Developed to manage your company's entire business system. Build your brand and automate your online sales with personalized email and text campaigns! All these under one platform."

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CONTACT US

Davao City, 8000

Davao Del Sur, Philippines

444 Alaska Avenue

Suite #BSM225

Torrance, California 90503

Phone: +1 866-540-3535

NEWSLETTER

By providing my information, I agree to the Privacy Policy, Terms & Conditions and agrees to receive emails from the business.

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