How do I use text replacements?

If you want to personalize emails without editing each one individually, there's an easier way. Email Sequences allows you to use Text Replacements to add customized details to your emails effortlessly. If you've used Mail Merge before, our Text Replacements feature works in a very similar way.

The first step you'll need to take is to create a CSV file with your prospects' info. When you do, ensure you have a "Name" column in your CSV (comma-separated-values) file. Email Sequences will automatically pull out "first" and "last" text replacements for you from that name column. We also have a guide that explains how to format your CSV correctly.

When you upload your CSV file to a campaign, you’ll be prompted to map the fields in your file. You only need to map the specific fields that Email Sequences requires. All other fields in your file will still be available for use as text replacements. Mapping your CSV allows you to specify which column contains the "email address," "full name" (optional), account information, and so on.

When composing your message, locate the "insert" option, and you'll see a list with your mapped fields.

Then, choose a fallback text for the prospects who are missing that field. In the example below, most people will have a name listed, but if they don't, we'll fall back, so our email reads "Hi there" instead of "Hi John".

You can also use text replacements in your subject lines