How do I use text replacements?

If you'd like to personalize emails but don't want to manually edit each email, you don't have to! Mailshake makes it easy to use Text Replacements to insert personalization into emails. If you're familiar with Mail Merge, our Text Replacements work just about the same way.

The first thing you'll need to do is create your CSV file. When you do, make sure you have a "Name" field in your CSV (comma-separated-values) file. Mailshake will automatically pull out "first" and "last" text replacements for you from that name column.

When you upload your CSV file, you'll be asked to map the fields in your file. You will only need to map the specific fields Mailshake is asking for. All other fields in your file will be available to use as text replacements. Mapping your CSV lets you tell Mailshake what column is the "email address", which column is the "full name" (optional), account...etc.

When composing your message, look to the "insert" tool and insert whatever merge tag you like:

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

You can also use text replacements in your subject lines

How do I use text replacements?

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