Applies to: All (Users, Managers, & Admins)

In some cases, you may need to send the same message to multiple customers or you want to create a template that will work for any customer you send it to. In these cases, merge fields can ensure personalized messages every time.

Merge fields are variables which are replaced by the matching information when your message is sent. You have probably already seen the merge field for Customer first name because it's included by default when drafting a new message!

1. Compose a new message or create a new template.

2. While in a text block, select the Merge Fields icon from the toolbar.

3. Click a field from the list. Then determine how you'd like Endear to proceed when we the chosen field is empty. You can choose to provide a fallback that will be used in place of the merge field or omit customers when the field is empty.

Example Scenario 1: Let's say you select Customer first name and input the fallback value friend. If you send this message to a recipient who does not have a first name listed in Endear, we'll automatically input your fallback value. Your message would be sent with "Hi friend!" in place of the missing first name.

Example Scenario 2: Let's say you select Customer first name, but select the setting Omit any recipients that don't have a value for this field. In campaigns, you may see certain recipients are omitted based on this setting. Learn more about that here.

4. Click Add Field. Repeat this process to add as many merge fields as you want.

5. Once you have finished writing your message, select Preview to see your message and how it will look with the merge fields populated.

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