Add Your Customer's Name to Email & Text Campaigns – Vagaro Support

When creating an email or text marketing campaign, you can insert a dynamically changing name field to your campaign's title, body, and headers. You do not need to enter the customer's name manually; the system will automatically include your customer's name in the content of your campaign.

Prerequisites: If you haven't created an email or text campaign, learn the basics here.

To insert a customer's name into an email or text campaign:

Go to Marketing , then select Create Campaign under Email & Text Marketing.
Select Create Campaign under Email & Text Marketing to access the Marketing Campaigns dashboard.
Select the Create Campaign button to open the New Campaign screen.
Enter a Campaign Subject (for emails) and/or Campaign Title (for text messages).
Optionally, if you're creating an email campaign, you can Insert Name into the email's subject. Choose between:
- First Name: Populates the customer's first name in the email title.
- First & Last Name: Will populate the customer's first and last name in the email title.
Configure your text or email marketing campaign based on your preference, then select Next to build your content.
Build the content of your campaign.
Insert the dynamic customer name field:

Note

In your preview, the name will appear "{first_name}" or "{first_name} {last_name}," Don't worry. Once announced and sent, the text will automatically update with your customer's name.

Sending a test message or email to yourself will use the name of whoever is currently signed in. This name will not be shown for your customers.
- For Email Campaigns: When editing text components, like Heading, Text, Image & Text, Text & Image, Image On Text, and Text & Image, the option to Insert Name will appear; select it, then choose whether to include the customer's First Name or First & Last Name.
- For Text Campaigns: When composing the text content for your campaign, select Insert Name, then choose whether to include the customer's First Name or First & Last Name.
Announce your campaign by selecting Announce.

Note