There’s nothing that says impersonal “personalization” like getting an email that says “Hey %FIRSTNAME%!” Or better yet, “Hi (blank),”
So what happens when your personalization tags don’t populate?
We recommend adding default values to the fields you’ll use most in your communications to avoid this situation.
To add a default value to a field:
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Click Contacts on the left menu.
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Click Fields.
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Click either the Accounts, Contacts, Or Deals tab.
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Hover your mouse over the field to which you wish to add a default value and click the pencil icon that appears.
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A modal window will appear. Type the default value into the field provided and click “Save.”
Turn “Hi (blank)”, into “Hi there” or “Hi friend,” etc. and ensure that your email still feels engaging and appropriate, even when personalization data is missing.