Use tags to make one email appear personalised to multiple contacts.
Instead of creating 10 emails addressed to 10 people at 10 companies, create one email with tags that change for each recipient. For example, "Hello FIRSTNAME at COMPANYNAME":
Of course, this relies on you having the person's first name and their company name in your data.
You can also use dynamic tags in the "to" field. Useful when you want to personalise an automatically sent email, for example to your account managers after a form submission
Recipient company tags
The company of the recipient that opens the email.
Company ID: {{Client.Id}}
Company name: {{Client.Name}}
Company phone: {{Client.Phone}}
Company fax: {{Client.Fax}}
Company notes: {{Client.Notes}}
Company score: {{Client.Score}}
Duns number: {{Client.DunsNo}}
Active: {{Client.Active}}
Recipient company addresses tags
The company address for the contact that opens the email.
Delivery address: {{Client.DeliveryAddress}}
Delivery address postcode: {{Client.DeliveryZipCode}}
Delivery address city: {{Client.DeliveryCity}}
Delivery address state: {{Client.DeliveryState}}
Delivery address country: {{Client.DeliveryCountry}}
Visiting address: {{Client.VisitAddress}}
Visiting address postcode: {{Client.VisitZipCode}}
Visiting address state: {{Client.VisitState}}
Visiting address city: {{Client.VisitCity}}
Visiting address country: {{Client.VisitCountry}}
Invoice address: {{Client.InvoiceAddress}}
Invoice address postcode: {{Client.InvoiceZipCode}}
Invoice address state: {{Client.InvoiceState}}
Invoice address city: {{Client.InvoiceCity}}
Invoice address country: {{Client.InvoiceCountry}}
Mail address: {{Client.MailAddress}}
Mail address postcode: {{Client.MailZipCode}}
Mail address state: {{Client.MailState}}
Mail address city: {{Client.MailCity}}
Mail address country: {{Client.MailCountry}}
Other address: {{Client.OtherAddress}}
Other address postcode: {{Client.OtherZipCode}}
Other address state: {{Client.OtherState}}
Other address city: {{Client.OtherCity}}
Other address country: {{Client.OtherCountry}}
Dates
User (the user sending the email from Upsales)
Current users id: {{General.CurrentUserId}}
Upsales account tags
Company name: {{General.CompanyName}}
Account manager tags
The user set as an account manager for the recipient's company.
Account managers id: {{Client.UserId}}
Account managers name: {{Client.UserName}}
Account managers Email: {{Client.UserEmail}}
Account managers Phone: {{Client.UserPhone}}
Account managers mobile phone: {{Client.UserCellPhone}}
Account managers role: {{Client.UserRole}}
Account managers title: {{Client.UserTitle}}
Assigned user tags
Unsubscribe
Link to unsubcribe page: {{UNSUB}}