Ever wish you could send emails that feel personal and unique without typing out every single detail? Now you can! With Smackdab's "Insert Field" feature, you can automatically add personalized information—like a contact's name, company, or deal details—directly into your emails.
These placeholders, also known as merge fields, pull data straight from your CRM records, ensuring every email you send is relevant, accurate, and engaging. It's the perfect way to connect with your customers on a personal level, whether you're sending a single email or an entire campaign.
Why You'll Love Using Merge Fields
Boost Engagement: Personalized emails grab attention and feel more genuine, making recipients more likely to respond.
Work Smarter, Not Harder: Save valuable time by letting Smackdab fill in the details for you. No more endless copying and pasting!
Ensure Accuracy: By pulling data directly from your CRM, you can say goodbye to embarrassing typos and manual errors.
How to Insert Fields into Your Emails
Ready to start personalizing? It’s incredibly simple.
Navigate to the main Email page.
Click the Compose button at the top right corner.
In the email compose window that appears, look for the Insert Field option at the bottom.
Click on Insert Field to see a list of available placeholders, neatly organized by category (like Contact, Company, or Deal).
Simply click on the fields you want to add to your email subject line or body.
That's it! When you send the email, Smackdab will automatically replace the placeholder with the correct information from the associated record.
Pro-Tip: You can add as many fields as you like to get your message just right. This feature works for brand new emails as well as for your replies and forwards, giving you the power of personalization in every conversation!