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JoseS
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1 year ago
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How to personalize an email

  • Apr 27, 2019 10:21 AM UTC
  • 8 replies
  • 2994 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!
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    8 replies

    WaterSampler
    Level 2 ●●
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    • WaterSampler
    • Level 2 ●●
    • Apr 27, 2019 11:00 AM UTC
    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.
      • Daisy
      • Author
      • Answer
      • Apr 27, 2019 11:35 AM UTC
      Thank you very much, it works!
      • Fir
      • Jan 8, 2020 11:43 PM UTC
      Hi I am having problems with personalising the email invite. I have selected first name field but this does not display on the email
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      • denimelo
      • Oct 19, 2021 2:21 PM UTC

      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

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      • denimelo
      • Oct 19, 2021 2:31 PM UTC

      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 ●●●●●
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      • InessaG
      • Level 5 ●●●●●
      • Oct 19, 2021 2:42 PM UTC

      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

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      • denimelo
      • Oct 19, 2021 3:51 PM UTC

      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 ●●●●●
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      • InessaG
      • Level 5 ●●●●●
      • Oct 19, 2021 4:21 PM UTC

      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.

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