Designs & data
Merge fields — what personalises
Names, numbers and dates per recipient; fixed fields per campaign; how a CSV column becomes a field.
Two kinds of field
- Campaign fields — the same for everyone (headline, colour, offer). Set in the editor.
- Personalised fields — one value per recipient (first name, points, renewal date). Supplied by a CSV column.
Mapping
On upload you map each personalised field to a column. Columns you do not map are ignored. A field you leave unmapped keeps the value saved in the design, for everyone.
Value types
All CSV cells are text. Number fields (a count, a currency amount) are read from the text; a value that does not parse gets the field's fallback.