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Personalize Email Templates with Contact Management Software

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One way to make yourself more efficient using BigContacts is to use email templates and letter templates. If you find yourself sending the same email over and over again, you can save it as a template and avoid having to retype it each time.

And now, you can add contact-specific data to personalize your email and letter templates. To do this, go to the Admin tab and either the Email Templates section or the Letter templates section. Then create a new template or edit an existing one. To add a merge field, add the desired field-name surrounded by curly braces. For example, to add a contact's first name, add this to your template:

{{first}}

You can add as many fields as you wish in this way. If the data is missing, it will just be blank. Another example might be {{first}} {{last}}

Here is a list of available fields you can merge into your templates:

first, last, middle, spouse_first, address, city, state, zip, country, phone, mobile, email, website, salutation, salutation_dear, nickname, company, co_title, co_address, co_city, co_state, co_zip, co_phone, co_email, contact_category, contact_group, contact_type, lead_type, lead_source, ABCD

Use this to save time and get more done!