Personalization tags explanation

You can add personalized tags to automatic emailing in Workevo to make them much more convenient and efficient.

You can use this personalized card in all email editors in Workevo, but if you're a beginner, use the "Drag & Drop Editor" feature, follow these steps to get started. Use your personalized card:

Step 1: At the "Automation" page select the step "Send an email"

Step 2: Choose "New email"

Step 3: You can choose one of the "Email templates" that Workevo makes available or start creating a separate email template. In this example, start by creating a different email.

Step 4: After entering the name and select the editor "Drag & Drop Editor", press the "Continue" button.

Note: The personalized tag will only show as "Text".

Step 5: Drag one or more "Text" blocks into your email editor

Step 6: Click on the "Text" block and drag Merge Tags > Personalization tags and select the user properties you want to add

Attributes on the personalized tag:

  • First Name: {{first_name}}

  • Last Name: {{last_name}}

  • Phone: {{phone}}

  • Birthday: {{date_of_birth}}

  • Gender: {{gender}}

  • Email: {{email}}

  • Facebook: {{facebook}}

  • Region: {{region}}

  • Country: {{country}}

  • Continent: {{continent}}

  • City: {{city}}

  • Address 1: {{address_1}}

  • Address 2: {{address_2}}

  • Job title: {{job_title}}

  • Industry: {{industry}}

  • Twitter: {{twitter}}

  • Company: {{company}}

  • Current day: {{current_day}}

  • Current month: {{current_month}}

Basic user properties

If you want to include a dynamic client property, you will want to include that property reference tag. For example, if someone has an attribute in their profile called First_name, the tag will be: {{contact.first_name}}

As you can see, anything including a contact attribute should start with "contact." before your attribute name. For example, if you have a country, that would be {{contact.country}}

Use event data

Use a simple example for users who have purchased a certain item, because you want to send receipts for those items. To do that, you send Workevo a purchase event, with data attached for the items they bought and how much they cost. Assuming the data that Workevo receives looks like this (Javascript):

workevo ("send", {price: "2000", product: "stock"});

You can then use that data in your email content like this:

You have just purchased {{event.product}} for: {{event.price}} $

That will output "You just bought the computer for: 2000 $" You will see that although the event is named "purchase", you still use event notation to reference it in Workevo.Note: event data is only accessible in events that trigger the event.

Note: event data is only accessible in events that trigger the event.