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Personalizar plantillas de correo electrónico con campos de combinación

Introducción

El campo personalizado se utiliza como marcador de posición en un correo electrónico para el contenido que se personalizará para cada destinatario. Los campos de combinación extraen información de registros de contactos individuales o de los valores predeterminados de campo de combinación (cuando el campo del registro de persona está en blanco). En el ejemplo siguiente, los campos de combinación se reemplazan con el nombre de la persona, su fecha de cita y la firma del usuario que envió el correo electrónico de Infusionsoft.

Ejemplo
Estimado ~ Contacto. Primer nombre ~
Gracias por hablar conmigo hoy. Me alegro de haber tenido la oportunidad de aprender más sobre sus necesidades e intereses. Espero con interés nuestra cita en persona, que he programado para ~ Contact._ScheduledAppt ~. Por favor, hágamelo saber si tiene alguna pregunta antes de conocernos.

Atentamente,
~ LoggedInUser. Firma del HTML ~

Instrucciones paso a paso

1 - Ir a la plantilla de correo electrónico que desea personalizar.

2 - Haga clic en la pestaña Insertar.

3 - Haga clic en el botón Combinar para abrir los campos personalizados.

La primera lista muestra categorías de campos de combinación. Haga clic en un nombre de categoría para ver los campos de combinación disponibles.

4 - Después de abrir la lista de campos personalizados, haga clic en el cuerpo del correo electrónico, en la línea de asunto o en el cuerpo del correo electrónico para seleccionar una posición para el campo personalizado y, a continuación, haga clic en el nombre del campo personalizado para insertarlo en el correo electrónico.

5 - El campo de combinación debe ahora insertarse en el correo electrónico donde quiera que colocó el cursor.

6 - Repita este proceso para agregar más campos de combinación.

7 - Guarde los cambios, cierre el constructor y, a continuación, guarde la plantilla también.

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