How to set up custom merge fields for email messages

How to include additional merge fields in an eblast? Merge fields can be customized in imported lists. Constituent based lists come with a standard set of merge fields. If there is information that you would like to include in your message that is not available using a constituent list merge fields, then you can use an imported list to personalize email messages.
Use an Imported List to include customized merge fields. The fields that you export from Blackbaud CRM will be available as merge fields when using an Imported List.
  1. Create a CSV file that includes columns for each of the custom merge fields you want to use. This can be done by doing an export within CRM from a Query.
  2. How to create an imported list
  3. Create an email template, and select the imported list that you just created as the data source.
    Note: If you already have an email template you want to use we will need to copy the template. How to copy a template and change the data source.
  4. Create a message using that template. The extra columns will become merge fields that will be available after clicking on the Insert tab in the message.

Environment

 Blackbaud Internet Solutions

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