How to personalize an email | XM Community
Skip to main content
Solved

How to personalize an email

  • April 27, 2019
  • 8 replies
  • 2745 views

Hi all. I would like to distribute an email to a number of recipients and want to personalize each email e.g. Dear Daisy Mafubelu, how do I do this?

Best answer by Daisy

Thank you very much, it works!

8 replies

WaterSampler
Level 2 ●●
Forum|alt.badge.img+1
  • Level 2 ●●
  • April 27, 2019
Under library (on the top right of the screen), choose Messages Library. There you create an Invite Email. In the editor, you can insert piped text {A} and choose first name and last name from your email list.

  • Author
  • Answer
  • April 27, 2019
Thank you very much, it works!

  • January 8, 2020
Hi I am having problems with personalising the email invite. I have selected first name field but this does not display on the email

Forum|alt.badge.img
  • October 19, 2021

Hi everyone,
I tried the above, but it is not working for me, also... I tried the piped text{A} and also changing the html code directly, but it doesn't pull the name registered in the contact list.
Can you kindly help with this one?
thanks
Deni


Forum|alt.badge.img
  • October 19, 2021

Oh, I just saw the below on the "flow" session - could this be the reason why? Is there a way to be able to unblock it?
image.png


InessaG
Level 5 ●●●●●
Forum|alt.badge.img+19
  • Level 5 ●●●●●
  • October 19, 2021

The piped text for first and last name is not from Embedded data but rather from Contact Fields. You don't need to set them as Embedded data in survey flow, it's automatically brought into the data (as long as you have it in the contact list - you should check).
image.png


Forum|alt.badge.img
  • October 19, 2021

https://community.qualtrics.com/XMcommunity/discussion/comment/41278#Comment_41278Hi InessaG
Thanks a lot! Now I understood what happened... I was using the "send preview email", and for whatever reason it was not linking the data... I created a random one and sent it as an acutal survey and it worked.
Thank you!!
Denise


InessaG
Level 5 ●●●●●
Forum|alt.badge.img+19
  • Level 5 ●●●●●
  • October 19, 2021

Preview emails never include embedded data piped text since they're not linked to any particular contact. They're only useful for testing your overall look & feel of the email.