Personalizing marketing emails with merge tags

Merge tags (also called personalization tokens or template variables) let you drop a recipient's details into an email so each person sees their own name in the subject line or body. Noto's marketing suite supports this in the email composer.

Inserting a merge tag

You have two ways to add a tag in the marketing suite composer:

1. Click the { } button in the composer toolbar to open the insert-variable menu, then pick the field you want.

2. Type the tag directly using double curly braces, for example {{customer.first_name}} or {{customer.last_name}}.

Both options work in the subject line and the body of the email.

Embedding names

The marketing suite supports the followingname tags:

• {{ customer.first_name }} — first name of the person being emailed.

• {{ customer.last_name }} — last name of the person being emailed.

• {{ customer.full_name }} — full name of the person being emailed, or "Guardian of <student name>" for emails sent to guardians but matched on student data.

• {{ customer.student_name }} — full name of whoever matches on, so you can reference the student name in the body of an email sent to a parent.

Rules and gotcha

• Use double curly braces with a single space inside: {{customer.first_name}}.

• Do not remove the spaces ({{first_name}}), use single braces ({first_name}), or capitalize the field name ({{ First Name }}).

• If a recipient has no value saved for that field on their profile.