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If you want to have a personalized greeting in your email, such as "Dear First Name", you can use a Field Merge to pull in that name from your Contact list.
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Just include a column in your contact list spreadsheet with the info for each contact- add a column for "First Name" and a column for "Last Name" (if you're including that) before you upload your contact list.
Then, in a text box in your email, click the Field Merge icon.
Double click "!Contact First Name" from the left sidebar. It will insert a bright, highlighted chunk of text. You can test to see if it works by previewing your email as different members of your contact list.
Keep in mind that updates to the person's contact happen across all of UW-Madison, so another school or department might override what you uploaded. This is usually fine, but they may not know your contact's preferred name, or they may upload the name in all caps, with a typo, etc. If you would need to upload your own data that is private and specific to WSB for customization or segmentation, you may want to use a custom data object or CDO. To find out more about CDOs, please contact us for assistance. Here's the CDO example template: custom-data-object-example |
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