Personalizing email blasts?

Vanessa Hales

Is it possible to send an email blast in NXT using a list of names and have that email be personalized by each name? As in, emails to "Dear Jane," and "Dear John," etc. and the names are pulled from a list, like a mail merge?

Catherine Burns

HI Vanessa. Yes, you can insert merge fields in NXT emails however the list of fields that you can use is very limited. First name and Preferred name are available but spouse name(s) and Addressee / Salutation are not. Also you can't use "if, then, else" logic so if a field is blank or if you only have an initial you cannot suppress the field or use something else instead. You also cannot include consitituent ID. Please see the help file https://webfiles.blackbaud.com/files/support/helpfiles/rex/content/email-constituent-merge-fields.html?Highlight=constituent%20merge%20fields for more information.

Vanessa Hales

Great, thank you! I read this over but still
don’t know WHERE you select “merge fields.” When creating an email
and attaching a list to use, where and when do I do this?

 

Thanks!

 

Vanessa Hales

Donor Relations and Leadership Giving

Albright Care Services

90 Maplewood Drive

Lewisburg, PA 17837

Main: (570) 522-3880

Direct: 570-522-3850

Fax: (570) 524-9068

Vanessa.Hales@albrightcare.org

AlbrightCare.org

 

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may contain information that is privileged, or otherwise
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the error by reply e-mail at Vanessa.Hales@albrightcare.orgso our address record can be corrected.

Catherine Burns

Hi Vanessa


In NXT go to Marketing / Email. Create your email. In step 2. Create you content when you edit the text select Merge / Donor and select the field you want to insert.


It is worth creating a list with just you in it and having a play around with this feature.