How to Use Merge Tags in the Email Builder (CYO)


Most of the time you are using templates curated by your supplier to create emails in your campaigns. You can also create your own (CYO) emails for use in your campaigns. You can quickly build emails without having to be an expert in HTML using the Email Builder editor. The Email Builder editor provides a way for you to quickly modify email with simple drag and drop functionality. Additionally, you can modify text and images directly, without having to adjust the source code.

The campaign is the foundation or container that holds all the tactics associated with a marketing campaign. The campaign keeps multiple types of content (tactics) organized. Email is a popular tactic in any marketing campaign. Having multiple tactics in a campaign allows you to get reporting for the campaign, not just the tactic. The Email Builder (CYO) provides you a way to quickly create emails for a campaign other than those provided by your supplier.

Before creating your own emails consider the following:

  • You cannot send an email without a campaign.
  • You can have a single email in your campaign.
  • Emails are sent to recipients in your contact list. Email is one activity type (tactic) used to generate leads for the sales staff and provide a way to engage with partners while gathering data about the recipient.
  • The Email Builder supports Special Links for adding Unsubscribe, Opt-in and View Email in Browser. Learn more.
  • The Email Builder supports Merge Tags that allow you to create personalized emails. Learn more.
  • Photo search (free stock photo gallery) in the Email Builder provides access to a large repository of high-quality images via popular stock photo services. The images are free to use under the Creative Commons Zero (CC0) license. Learn more.
  • Dynamic images are available via the Email Builder. Users can specify both a static placeholder image and a dynamic image URL when adding an image content block. This allows for scenarios such as personalized birthday cards, countdown timers, dynamic ads, and many other user cases where an image is built dynamically at the time it is served. Learn more.

Learn more about Best Practices for Email Design.


You should be familiar with the following topics before continuing:

How to Use Merge Tags

Use Merge Tags to customize your emails.

  1. Click on the text box to edit.
  2. The editing toolbar will display. You will see the usual font family, font sizes, bold, italics, underline, left align, right align, attachment, hyperlink, and re-do. Hover over the icons for tooltips.
  3. Select Merge Tags.
  4. Zift123 can merge the following data into your emails from the recipients associated with the campaign:
    1. First Name
    2. Last Name
    3. Email
    4. Company 
    5. Title
    6. Overall Contact Score
    7. Communication Status
    8. Website Views
    9. Website Clicks
    10. Form Submissions
    11. Email Opens
    12. Email Clicks

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