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.

Add Merge Tags to Template

Add Merge Tags to a Text Content block

• Click Merge Tags to select fields to add to the template.
  • Default tags show as (App-Name) Field Name
    and return in the body showing as
    {{item:field-name}}
    
    The returned data is direct from the Podio API and cannot be re-format during sending.

    

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 Fields are in UTC format in the Podio API.
  We can format this in a Calculation field to look cleaner.
  

  

• Multi-Line Text Fields contain hidden style tags that will create paragraph breaks.
  Strip out the tags or change to a single-line text area.
  

  

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")

   

   ⚙

   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()