Our support has moved to: here

Email Personalization

To provide a personal touch to your emails, you can use some information from the lead in the subject and body of the email. We have tokens available to drop in your text that gets replaced when sending the email.

For example, take the following email:

Subject: New socks are in stock, Danny!

Hola Danny Smith!

Since you bought socks from us before, we wanted to let you know we have some new socks available! Check it out at http://spectate.com!

Using our email customization tokens, you'd write the email like this in Spectate:

Subject: New socks are in stock, {{ lead.first_name }}!

Hola {{ lead.name }}!

Since you bought socks from us before, we wanted to let you know we have some new socks available! Check it out at http://spectate.com!

The following tokens are some of the fields available for leads:

  • {{ lead.name }}
    • This provides the lead's full name. If both "First Name" and "Last Name" are unavailable, then it uses the email address.
  • {{ lead.first_name }}
  • {{ lead.last_name }}
  • {{ lead.email }}
  • {{ lead.company }}

Field Names

Field names for leads default to "snake case" where the field name is automatically converted to all lower-case letters with words separated by underscores. So to reference a Lead's First Name, you would use lead.first_name.

For any Custom Fields, you'll need to look at the Custom Field's Identifier and use the identifier in your email template (e.g. {{lead.my_custom_field}}). Identifiers default to "snake case" but can be set to anything when editing the Custom Field.