New! Why and How You Can Use Custom Fields in your Emails

May 30, 2012, by Lauren Buchsbaum, Happiness Officer

Earlier this week, I explained how you can send email to up to one hundred people and make it look personalized. Now I’m going to explain how to make these communications even MORE personalized with custom fields.

What do I mean by custom fields? You might know of them as merge tags or dynamic fields. Basically,you’ll be able to store something like “blue” in a personal contact’s record. Then when you type out {{favorite_color}} in the text of an email, “blue” will be substituted. And “vermillion” and “burnt umber” and “#E500ff” and so on, and so forth, for various contacts.

We’re rolling out this feature because you, our 26,000 users, hardly fit into a one-size-fits-all model. And now we’ll let you create custom dynamic fields to store any sort of customer data you’d like, from your contacts’ favorite color to their children’s names.

Here’s How to Use Custom Fields:

1) Create your Field

  • Head over to the Relationships page. You can create a contact or search for a current one.
  • Click “Edit” next to your contact and scroll down to the bottom of the popup.
  • Enter your custom value and field, and then hit “Save” to store that information with us.

  • Repeat this for all the contacts you’d like to email with a given template.

2) Reference your Field

  • Head to the Templates page and create a new template.
  • Click the “Dynamic Fields” button
  • Choose “Custom Fields” from the left-hand menu
  • Select the field you’d like to use in your template. We’ll fill out the rest.

Example custom fields

  • Industry - “I’d like to chat about how what we do fits into {{industry}}....”
  • Job title - “Congrats on your new role as {{job_title}}...”
  • Target audience - “{{Target_audience}} find our product really useful...”
  • Conference name - “Great to meet you at {{conference_name}}...”

Custom fields use case

One really neat story around custom fields comes from Douglas Arrison, founder of dasolar.com, which sells solar energy and wind power solutions. Douglas wanted to reference the average wind speed of his leads’ hometowns in Tout emails... without having to input it over and over again. Now he can pull this info from Salesforce over to Tout and save the effort of personalizing each and every email.

This degree of creativity and personalization can apply to anyone in literally any industry. Which custom fields will you use going forward? Let us know in the comments!

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Related Categories:
Product Announcements  Tips and Guides 
Post Tags:
custom email  custom fields  group email  mail merge  mass mail  personalize email  salesforce  salesforce appexchange  salesforce fields 


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