How to personalize emails?

In InSend, you can create emails based on templates (using a visual editor) or from scratch using HTML.

In the content builder, individual data is inserted using the icon {…} from the pop-up menu.

To insert visitor fields into an HTML mailing, you need to write instructions in Liquid – the language of templates.

A visitor object is available in the HTML template with the following labels:

• id – identifier (number)
• first_name – first name
• last_name – last name
• email – email address
• phone – phone number (string)
• gender – gender
• country_name – name of the country
• city_name – name of the city
• visits_count – number of visits (number)
• date_of_birth – date of birth (string: format YYYY-MM-DD)
• custom_properties – object with additional individual fields
• revenue – total amount of orders (number)

When you insert these values into an email, you can customize them individually using CSS styles supported by email clients. Please note that when creating HTML emails you will need to be careful to adhere to a number of recommendations, because email clients are quite capricious and do not understand some of the most recent layout standards.

A simple example of how you can insert properties into a newsletter:

Hello, {{ visitor.first_name }}

Additional fields can be inserted as follows:

Your promo code: {{ visitor.custom_properties.code }}

Important! In preview mode, when you edit an HTML email and when you send a test email, InSend will display stubs instead of properties. For example, “first_name” will be written instead of the name. It will apply to them the styles you specify. This is done so that you can easily imagine what the data fields will look like in the actual email. When you send a real email to the client, the real data will be inserted into the email. If the specified field is not filled in, it will be skipped.

Properties can not only be inserted into the email, but also used in different conditions. For example, if you know the subscriber’s name, you can insert it into the email, but if you don’t know their name, you can specify that you want to write “Dear colleague” or a similar salutation. To do this, you can use this code:

Hello, {% if visitor.first_name == null %}Dear colleague!{% else %}{{ visitor.first_name }}{% endif %}!