Overview
Campaign personalization lets you pull values from your contacts into campaign emails. You can use built-in fields like{{firstName}} and {{email}}, plus custom variables such as {{company}}, {{plan}}, or {{registrationCode}}.
How it works
Register variables on the contact book
Add the custom variable names you want to use, such as
company or plan,
on the contact book.Store values on each contact
Save the matching values on each contact through the dashboard, CSV import,
or API.
Use variables in your campaign
Select that contact book in your campaign and insert variables into the
subject or email content.
Available variables
These built-in variables are always available in campaigns:{{email}}{{firstName}}{{lastName}}
Set up personalization in the dashboard
1. Add variables to your contact book
- Go to Contacts
- Create a new contact book or open an existing one
- Add your variables as a comma-separated list, for example:
2. Add values to your contacts
For each contact, save values for the variables you registered. For example, a contact might look like this:- manually from the contact editor
- through CSV import using matching column names
- through the Contacts API using
properties
3. Insert variables in your campaign
- Open or create a campaign
- Select the contact book that contains your variables
- Insert variables into the subject or email body
Fallback values
If a variable might be empty, you can provide a fallback value:there when firstName is empty.
Using the API
Create a contact book with variables
Create a contact with variable values
Create a campaign that uses variables
Best practices
| Best practice | Why it helps |
|---|---|
| Register variables before importing contacts | Keeps CSV columns and API properties aligned with the contact book |
| Keep variable names simple | Makes templates easier to read and maintain |
| Use fallbacks for optional data | Prevents awkward empty spaces when a contact is missing a value |
| Test with a small segment first | Helps you verify rendered output before sending to a larger audience |