Mail merge allows you to create a template that automatically pulls information (e.g. a customer’s first name) from a table and inserts it into your email.
Using Mail Merge fields can be powerful, however, it does require you to be familiar with how data is stored within Method.
Data is stored in a structure called tables. And if you wish to get information from that table, you need to know its name. And when you know the tables name, you need to pinpoint which information to get, and thus you need to know the field.
For example, here is a merge field you may find typed in exactly into the body of an email:
In the above merge field, you see Customer, followed by a period, and then Firstname.
Obviously, the data retrieved will be the first name of a Customer. Thus, the syntax to use within an email is:
This will require you to know the names of tables and fields, and we will discuss that further down.
You may be wondering, however, how will the email know which Customer to use? That is dependent on the email To field. Depending on whom you send it to, the merge field will update to reflect that.
There are only a few tables which are automatically set up for you to merge with:
If you are familiar with tables, you will be able to find which fields to use. If you are not familiar with tables, then here are a few examples.