Personalization in sales and marketing is about creating that "just for you" feeling for each customer. A personal touch not only catches their attention but also helps build stronger relationships by using details like their company name in the subject line or their name within the email, which can make your messages stand out, increasing the chances they'll engage with your content.
As Zoho users, we know they make personalization super simple with merge fields that automatically pull in recipient-specific details, like a person's first name, company, location, or even product preferences. It's an easy way to keep your communications both efficient and engaging!
Nonetheless, as easy as Zoho made it to incorporate merge fields, there was a thorn in the side of all marketers, you could only pull in merge fields from the specific module temple you selected – but not anymore! Zoho has heard about our experience, and they've updated their merge field functionality to include related fields! Excuse me while I do a little dance.
Zoho now can utilize information from multiple modules in email templates.
Here's how:
You'll start by incorporating a merge field the way you had before by selecting the "#" symbol. This will activate a dropdown that showcases all the fields you can merge into your template from the selected module. In this example, we have Contacts. So far, everything should look the same to fellow Zoho users.
Now, here comes the fun! Notice the dropdown arrow in the top right corner. By selecting that arrow, you can now update the module from which you'll pull your merge fields! It's that simple.
You will no longer have to transfer information from the account record to the contact record to incorporate it into your email templates via merge fields. Being able to select multiple fields from multiple modules gives you the ability to personalize your email templates even more. This is a huge win for all Zoho Marketers!
Want to dive deeper into all things Zoho? Contact us to stay in the know about the newest updates! We're here to help you make the most of your investment every step of the way.
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