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Add your organization's information to an email

Article: 000021608
Updated: April 19, 2024

Insert details about your organization that are stored in your account settings, like your organization name, address, email address, or phone number, into your email

As long as you're keeping your information up-to-date in your account settings, you can quickly add your organization's name, website, address, email address, or phone number into the body of your email without having to type it all out.


View an example of account details in an email

The account details display in your email draft between brackets so that they're easily identifiable as a placeholder. When you preview your email, the account detail fields display the information you provided in your account settings:

Account detail placeholders as seen in draftAccount details as seen in preview mode or in a live send
Account details placeholders as seen when editing.Account details as seen when previewing or viewing a sent email.

 

Add your organization details to an email

  1. Place your cursor where you want to add the organization detail and click Insert > Account Details.

    Text toolbar with Insert drop-down menu expanded and Account Details option selected
     
  2. From the drop-down, select the detail you want to insert.
  3. (Optional) Add fallback text to display just in case the information is missing from your account settings.
  4. Click Insert.

    Insert Account Details overlay, Select a detail drop-down menu, Fallback text field, and Insert button
     

Repeat the steps to add as many details as you need.

To change the detail or to remove it from your email:

  1. Click on the detail placeholder.
  2. Click Insert and select:
    • Edit - to choose a different detail to display or to change the fallback text.
    • Remove Tag - to delete the detail altogether.

      Account detail and Text toolbar with Insert drop-down menu expanded, and Edit option selected
       

   

Edit the organization details stored in your account

The account detail information is pulled from your account settings. To change what displays for the account details in your email, you need to change it in your account settings.

Any changes you make can be viewed by previewing or sending yourself a test of the email. If the email has already sent to your contacts, any changes you make to your account settings won't be reflected.

  1. Click the profile name in the upper-right and select Account settings.
  2. In the Business details section, click Edit.

    Account owner drop-down menu expanded and My Account option, Business Details section, and Edit button


 


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