How to Add Custom Fields in Email Templates in CampaignHQ

Modified on Mon, 31 Jul 2023 at 06:37 AM

Adding custom fields to your email templates in CampaignHQ allows you to personalize your communications and deliver relevant content to your recipients. Follow the steps below to add custom fields and make your emails more engaging.


Step 1: Show Contact Fields


1. Log in to your CampaignHQ account and navigate to the Email Templates section.


2. Create a new email template or select an existing one that you want to customize with custom fields.


3. In the email editor, locate the "Show Contact fields" option. This option may be located in the toolbar or settings area of the email editor. By enabling this option, you will have access to all the available fields associated with your contacts.


4. Click on the "Show Contact fields", a list of available fields will be displayed, providing you with an overview of the data you can include in your templates.


Step 2: Using the Drag and Drop Editor


1. If you prefer using the drag and drop editor to create your email templates, make sure you have selected the appropriate template in the editor.


2. In the drag and drop editor, you'll be able to see the content blocks that you can add to your template. Select the content block where you want to include a custom field.


3. Within the selected content block, look for the "Merge Tags" option in the toolbar. It is usually represented by a button with the icon of a tag or the text "Merge Tags."


4. Click on the "Merge Tags" option to open a list of available fields. These fields correspond to the data from your contact list, including custom fields you might have set up.


5. From the list of available fields, choose the custom field you want to incorporate into your content by clicking on it. The selected field's merge tag will be added to the content block.


6. Once you've added the custom field's merge tag, it will dynamically populate with the corresponding contact's data when the email is sent.


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Following these steps, you can easily add custom fields to your email templates in CampaignHQ, allowing you to create more personalized and engaging email campaigns for your audience.


If you encounter any issues or have further questions, don't hesitate to contact our support team for assistance.


Happy customizing!

CampaignHQ

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