Campaign Emails with Merged Fields


Send emails to multiple contacts using Commercial Templates from the Campaign Manager, and insert data from the individual items by placing Merge Fields into the templates to personalize your emails.

Merge Fields must exist on the Podio Item sending the email.
Use
Podio Calculation fields to format your data and get referenced items.

Add Merge Tags to Template

Add Merge Tags to a Text Content block


Formatting Fields

Most fields transfer over correctly. Yet, there are some examples where you may need to change the format the data before sending the email:

Date Field

Podio date fields are returned in UTC and show as “YY-mm-dd h:m:s”
You may want to format this to be cleaner for viewing by the recipient.

Use a Calculation field to format the date how it should appear in the email.

  1. Create a Podio Calculation field
    • Below, we format a date field to show as Tuesday, June 14.
      We add the selected timezone to pass the date correctly to
      GlobiMail
    moment(@DateFieldToken).tz('Your/Timezone').format("dddd, MMMM D")
    The image shows the Podio Calculation field in the template editor with the above calc.
    For tips on using Podio Calculations, view their Help Center.

Multi-line Text Field

Multi-line Text fields include hidden paragraph tags. These show up in the sent email as extra line breaks and may break the look of your paragraph.

Change this to a single-line field or use a calculation field.

  1. Create a Podio Calculation field
    • Below, we format a multi-line text field to be a string
    @TextFieldToken.toString()
    The image shows the Podio Calculation field in the template editor with the above calc.