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Intros AI Docs
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Opt-In Customization

Opt-In Customization

Variables

Variables are keywords that you can use in your email subject or body that will be replaced when your email is sent. Each email editor will display a list of the available variables that you can use (example: ((first_name))), along with a short description of what that variable represents. Variables are written in ((<variable name>)) format, which means that you must include the parentheses when including a variable in your subject line or email body. Note: In an email body, variables should only be used for text hyperlinks or button URLs. Reference the Merge Tags documentation below to generalize all other parts of an email body.

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Example Personalizing your Opt In emails is important to build trust with your members and ultimately encourage them to opt in for an introduction email each week. You can include the member’s first name in your Opt In email’s subject line by including the ((first_name)) variable. A subject line that reads “Joining Intros this week, ((first_name))” will appear in the email inbox of Sarah (our fake example member) as “Joining Intros this week, Sarah?”.

Merge tags

Merge Tags are a specific type of variable that you can use in your email body which will be replaced when your email is sent. Each email editor will display a list of the available merge tags that you can use (example: Group Name), along with a short description of what that merge tag represents. Note: Merge tags cannot be used as text hyperlinks or button URLs. Reference the Variables documentation above to generalize those parts of an email body.

How to use a merge tag

In this example, we are using the
In this example, we are using the Member First Name, Group Name, Intro Time, Group Timezone, and Intro Day merge tags. This means that you can change any of those values for your group, such as your group’s timezone, and your opt in email will stay up to date.
  1. Place your cursor anywhere in the email editor that you would normally be able to type.
  2. Notice that the editor tools become available and a “Merge Tags” dropdown is available in the lower right corner of the editor tool tray.
  3. Select an option from that dropdown.