You can use merge tags to personalize your emails—data stored on both your People and Account records in Outseta is accessible via merge tags, including custom properties.
You can select merge tags directly from the email editor (as shown above) or you can input them directly in liquid template syntax, too.
If you choose to use liquid template syntax, note that you will always start merge tags that pull data from your Person records with "Person"—and similarly merge tags that pull Account record data will start with "Account."
This is followed by a period (.) and then the system name of the property, which can be found on the CRM > CUSTOM PROPERTIES page. The system name is simply the name of the property without any spaces.
The resulting format for Account and Person properties:
- {{Account.PropertySystemName}}
- {{Person.PropertySystemName}}
Adding a default value if a First Name value is missing
You can use merge tags to input a default First Name value in case one is missing for a person on your email list. Outseta uses the Liquid template syntax for our emails, so you can use the default keyword to accomplish this as follows:
Hi {{ Person.FirstName | default:"there" }},
By writing this directly into the greeting of your email, the email greeting would read as:
Hi there,
If a First Name value was not present for the recipient.
Adding merge tags to the subject line
You can also add merge tags into the subject line of your emails. To do, use the format shown below.
Subject Line: Hello there {{Person.FirstName}}
Account based merge tags when a "Person" has multiple "Accounts"
Any given Person may be associated with more than one Account. This presents a challenge in knowing which Account to pull data from. Outseta handles this scenario as follows:
- We first look to see if the Person is the Primary Contact on an account. If they are, we prioritize that account.
- If the person is the Primary Contact on multiple accounts, we consider if the email is being sent to a segment and prioritize any account that meets the segments conditions.
- If we still have multiple matches, we pick the Account that was created first.