Frequently Asked Question

Insert Merge‑Tags & Dynamic Content
Last Updated 9 days ago

1. What Are Merge‑Tags & Dynamic Content?

Merge‑tags (also known as personalization tokens or dynamic tags) are placeholders in your email template that get replaced with unique, subscriber‑specific data—like name, location, promo codes—when the email is sent.
Dynamic content goes further by conditionally showing or hiding entire blocks of content based on subscriber attributes or segment membership.

MailerRocket supports:

  • Custom fields per subscriber (e.g., first name, company)

  • Segment‑based visibility (e.g., show X to VIP subscribers)

  • Dynamic links & unsubscribe tracking

2. Why They Matter

  • Hyper-personalization increases open & click‑through rates.

  • Targeted content boosts relevance and conversions.

  • Efficiency: One template serves multiple audiences via conditional logic.

  • Compliance & branding: Includes automated unsubscribe links or footers as dynamic content.

3. Setup Workflow

3.1 Define Subscriber Fields

  • In MailerRocket’s audience section, add or import custom fields like first_name, city.

  • These become available as merge‑tags during campaign creation.

3.2 Insert Merge‑Tags into Templates

  • In drag‑and‑drop editor, place a text block and insert tags like {first_name}, {email}, {unsubscribe_url}.

  • Tags auto‑populate from subscriber fields.

  • Use default values to handle missing data, e.g. {first_name|default:'Friend'}.

3.3 Use Dynamic Blocks

  • Design separate content blocks (e.g., VIP offer, general offer).

  • Set block visibility rules:

    • If loyalty_status = VIP: display VIP block

    • Else: display general block

3.4 Dynamic Links & Footers

  • Use secure links as dynamic content:

    • {unsubscribe_url} → personalized unsubscribe link

    • {view_online_url} → web‑version of email

  • Automatically generated by MailerRocket.

4. Real-Life Use Cases

  • Personal Greeting:
    Hello {first_name|default:'there'}, ensures personalization even when data is missing.

  • Location‑Specific Offers:

  • VIP vs Standard Offers:
    Create two blocks and show depending on loyalty_status.

  • Automated Footers:
    {unsubscribe_url} ensures legal compliance; dynamic based on subscriber preference.

5. Previewing & Testing

  • Use preview mode to test templates with sample data.

  • Always send test emails with live subscriber data—not generic test addresses—to validate personalization, formatting, and fallbacks.

  • Confirm with different subscriber profiles:

    • Name present/missing

    • City defined/undefined

6. Best Practices

TipDescription
Default valuesUse `{first_name}
Keep tokens simpleStick to clear names like {first_name}, {promo_code}.
Short & sweetAvoid complex conditional statements within text—use separate blocks.
Fallback designHide images or offers if subscriber doesn’t meet a condition.
A/B testCompare personalized vs generic templates, or VIP vs standard versions.

7. Analytics & Optimization

After sending your campaign:

  1. Track performance: open rate, click rate, conversions.

  2. Segment performance: do VIPs engage more?

  3. Iterate: refine conditional content or merge‑tags based on insights.

  4. Reuse: save optimized dynamic templates for future campaigns.

MailerRocket’s analytics helps track engagement for each segment and merge‑tag version.

8. Summary & Takeaway

  • Merge‑tags personalize content at scale.

  • Dynamic content ensures tailored messages for each segment.

  • MailerRocket offers full support—custom fields, dynamic visibility, and compliant footer links.

  • Efficient setup + thorough testing = higher engagement and better deliverability.

✅ Quick Start Guide

  1. Create or import subscriber fields.

  2. Insert merge‑tags in email body (e.g., {first_name}).

  3. Build alternate content blocks and set visibility rules.

  4. Include dynamic unsubscribe & view‑online links.

  5. Preview + test with diverse subscriber profiles.

  6. Send campaign, track performance, optimize, and save template for reuse.

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