Personalize emails with merge tags | Outseta Knowledge Base

You can use merge tags to personalize your emails—data stored on your People records in Outseta is accessible via merge tags, including custom properties.

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}}

Note that you will always start the merge tag with the word "Person" because these are fields stored on your Person records. This is followed by a period (.) and then the system name of the property, which can be found on the CRM > CUSTOM PROPERTIES > PERSON page. The system name is simply the name of the property without any spaces.