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```mediawiki '''Navigation:''' [[Main_Page]] > [[Campaigns]] > [[Email]] > Personalization Tags == Personalization Tags Overview == A '''personalization tag''' is a small piece of code that dynamically pulls in the correct value for a specific contact, deal, account, or custom object field. By inserting these tags into your messaging, you create personalized experiences for your contacts, significantly increasing engagement with your communications and brand. This article will outline how personalization tags function, how to access and implement them, configuration options available, best practices, troubleshooting tips, and common use cases. == How to Access Personalization Tags == To access and utilize personalization tags within your campaigns, navigate to the '''Email Campaigns''' section of your [[Campaigns]] dashboard. This feature is available on ActiveCampaign plans including Starter, Plus, Pro, and Enterprise. Ensure you are familiar with the types of personalization tags you need, such as contact fields, deal fields, account fields, and custom object fields. == Step-by-Step Instructions == Hereβs how you can insert personalization tags into your email campaigns: 1. Go to your ActiveCampaign dashboard and select '''Campaigns''' from the sidebar menu. 2. Click on the '''Email Campaign''' you wish to edit or create a new one. 3. When in the email builder, click on the content block where you want to insert the personalization tag. 4. Type the personalization tag in the format: `%TAGNAME%`. For example, to address a contact by their first name, insert `%FIRSTNAME%`. 5. Preview your email to ensure the personalization tag appears correctly. 6. Send a test email to verify that the tags replace with the correct information. It's important to remember that the platform automatically generates these tags for each corresponding field in your account. Thus, you need only refer to the established tags rather than create new ones. == Configuration Options and Settings == Personalization tags can be customized using modifiers to alter the capitalization of the inserted data. Modifiers are placed after a pipe symbol (|), and here are some common options: - **UPPER**: Converts the entire tag to uppercase (e.g., `%FIRSTNAME|UPPER%`). - **UPPERFIRST**: Capitalizes the first letter (e.g., `%FIRSTNAME|UPPERFIRST%`). - **LOWER**: Converts the text to lowercase (e.g., `%FIRSTNAME|LOWER%`). - **TITLECASE**: Capitalizes the first letter of every word (e.g., `%FIRSTNAME|TITLECASE%`). These modifiers can enhance the readability of the names or other details in your email content, ensuring proper nouns are correctly displayed. Below is a list of standard personalization tags available for your use: {| class="wikitable" |+ Standard Personalization Tags ! Description !! Personalization Tag !! Example Value |- | Email Address || %EMAIL% || john@activecampaign.com |- | First Name || %FIRSTNAME% || John |- | Last Name || %LASTNAME% || Smith |- | Full Name || %FULLNAME% || John Smith |- | Phone || %PHONE% || 555-666-7777 |- | Organization || %ORGANIZATION% || ActiveCampaign |- | Date Subscribed || %SUBDATE% || 10/10/2011 |} For a complete list of personalization tags and their respective functions, check the documentation provided by ActiveCampaign. == Best Practices and Tips == - Always test your emails using the preview feature before sending them to ensure the personalization appears as intended. - Use personalization tags to add a personal touch and build a relationship with your audience, such as addressing them by their first name. - Avoid using hyphens in user-created tags, as our system will remove any hyphens upon insertion. - Note that while personalization tags can enhance your communications, they do not work in the '''text-only campaign builder'''. == Troubleshooting == If you encounter issues with your personalization tags: - Verify that the fields referenced by the tags are populated in your ActiveCampaign account. - Ensure that there are no typos in the tag syntax. - Confirm that you are not using hyphens or unsupported characters in user-created tags. - Remember that personalization tags are not functional in the '''text-only campaigns''' builder. == Related Features == For further insights and related functionalities, refer to the following articles: - [[Automation]] - [[Direct Campaigns]] - [[1:1 Emails]] - [[Site Messages]] == FAQ == *'''Q: What happens if a field is left empty for a personalization tag?''' A: If the associated field is empty, the tag will not display any text in the final email. *'''Q: Can I use personalization tags in subject lines?''' A: Yes, personalization tags can be used in email subject lines, allowing for more engaging communications. *'''Q: Are there certain plans that do not support personalization tags?''' A: No, personalization tags are supported by Starter, Plus, Pro, and Enterprise plans. *'''Q: How can I see what the personalization tags will look like?''' A: You can use the preview feature in the email builder to see how your personalization tags will render with actual contact data. *'''Q: Can I create custom personalization tags?''' A: While you cannot create new tags, you can utilize and modify existing tags based on your contact and deal information. Implementing personalization tags effectively can significantly enhance your email communications by fostering a personal connection with your audience, ultimately driving engagement and conversions. ```
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