Add or edit a personalized greeting in your email

Personalize your email with a Greeting Tag that automatically inserts your contact's name

If you want to drive engagement, try adding a personal touch to your email by addressing your individual contacts by name using a Greeting Tag.​ A Greeting Tag automatically pulls the name associated with your contact's email address in your account and displays it to that contact when they read your email.

• View an example of a Greeting Tag
• Insert a Greeting Tag
• Edit a Greeting Tag

View an example of a Greeting Tag

The Greeting Tag displays in your draft between brackets so that it's easily identifiable. When you preview your email, the Greeting Tag displays the name you have on file in your account profile to give you an idea of what your contacts see, or you can enter a specific contact's email address to see what it will look like to that recipient.

Greeting Tag placeholder as seen in email draft.	Greeting Tag as seen in preview mode or by contact.

Insert a Greeting Tag

1. Place your cursor within the text where you want your Greeting Tag to appear and click Insert > Greeting Tag.
   
   
    
2. Fill in how you want to greet your readers. "Hello" defaults for you, but you can change it to anything you'd like, such as "Hi" or "Dear." The text you enter is case sensitive and displays exactly as you type it.
3. From the drop-down, select if you want to use your contact's first name, first and last name, or last name.
   Note: When the email is sent, the name is pulled from the contact record for each individual contact. If you need to make changes to the capitalization of a name, you need to edit the contact record.
4. Enter the punctuation you want inserted after the greeting, such as a comma or exclamation point.
5. Enter a default greeting to display in case you don’t have a name on file for all your contacts. This text only displays for email recipients who don’t have a name associated with their email address in your account. The text you enter is case sensitive and displays exactly as you type it.
6. Click Insert.
   
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Did you know? You can further personalize your email by including additional contact details, such as city, state, or a custom field, like pet name!

Edit a Greeting Tag

To edit an existing greeting:

1. Click on the Greeting Tag placeholder text and select Insert > Edit.
   
   
    
2. Update the greeting information and click Insert.
   
   
    

Questions?