Adding Dynamic Content with Personalization Tags

Add dynamic and personalized content to your emails using personalization tags. With personalization tags, you can easily insert details such as the customer’s name, your store’s address, or a discount code directly into your email’s subject line, preview text, or body.

In this article, you’ll learn how to add personalization tags to emails.

Personalization Tags Overview

Personalization tags are predefined bits of code that you add to your emails. When your campaign is sent out, the personalization tags get replaced with real data. The data for personalization tags will be pulled from various sources, depending on the tag. This may include customer details, Shopify store information, any integrations you have, Yotpo Email settings, or other Yotpo apps connected to your store.

To prevent emails from showing blank spaces when data is missing, you can use fallback text that appears instead. For example, if you’re personalizing an email subject with a recipient's first name, you might encounter missing data for some recipients. This could result in an incomplete subject line. By setting fallback text, like "friend", you ensure the subject remains complete and engaging.

Note

In some places, you might see the term merge tag. Merge tags and personalization tags refer to the same thing, they're just different names for the same feature.

Adding Personalization Tags to Emails

You can add personalization tags to the email’s subject line, preview text, and body:

1. Open the email builder by creating a campaign or a flow from scratch, or by using an email template.

2. To add a tag to the Subject line and Preview text fields, click the Personalization tag icon. Search for or select a tag.

3. In the modal that opens:

   1. Fill in the Fallback text field. To reuse this value in future campaigns or flows, keep the checkbox marked. If you want to apply it only to this message, unmark the box.

   2. Click Save.

4. To add a tag to the email body:

   1. In the Email preview header, click Edit to open the email editor.

   2. Select the Text block you want to edit

   3. In the editor toolbar, click the Personalization tags icon, and search for or select a tag.

   4. To add Fallback text to the tag, repeat the steps above.

Important:

Adding fallback text is not possible for the following personalization tags:

• Unsubscribe

• View in browser

• Discount tags such as Discount code, Discount value or Discount URL

• Store tags such as Store URL and Store zip code

If a tag already has fallback text defined, the modal won’t appear when you add it to your email. To make changes, click the tag and update the fallback text.

Adding Personalization Tags to Email Subjects

Adding Personalization Tags in Email Text

Testing Personalization tags

When you send yourself a test email, the personalization tags will be filled with sample data. Real data will only appear in emails that are sent to customers. If no sample data is available for a tag, such as those pulling information from custom profile properties, the tag's fallback text will be displayed if it has been set.

Tip

You can also click the Preview button to see how your message will appear before sending it. Keep in mind that the data shown in the preview will be sample data only.

List of Personalization Tags

In the table below, you’ll find a list of the personalization tags you can use. The tags available in your account may differ depending on the apps and integrations you have.

Note

To see the Discount personalization tags, you first need to create a discount.