One of the more powerful and useful tools in Mago the templating tools. In this article, we're going to talk about how to perform basic mail merge functions in Mago.
Templates are essentially the foundation of any document or email that you want to create over and over again, and you can give a personalized touch to these “stock” emails by utilizing mail merge.
To access your templates, simply browse to the main navigation menu, click "automation" and then click templates to bring up a list of all the templates you currently have in Mago.
You can either select an existing template from the list, or add a new one. To add a new one, click the ”add” icon (plus sign) in the top corner in the list of templates.
You’ll give your template a name and description, and as you scroll down, you’ll see the familiar-looking editor.
All the merge fields are accessible under the "insert" menu in the editor.
The fields are organized by the record they will pull from.
Company - contains all the various fields that relate to the company record associated with the contact or lead that you’re working with.
Contact - contains all the fields that relate to the contact’s information.
Gig - contains fields that relate to the gig.
Business - contains fields that relate to the performer’s business.
User - contains fields that relate to the Mago user (may or may not be the same as the performer).
Computed/Formatted - contains fields that will have calculated values such as balance due or deposit amounts (more on these here)
As an example, you might want your email template to open with “Dear <first name>,”
You would type “Dear” in the editor, then use the “insert menu to select the merge field for the contact’s first name. When you’ve done that, it should look like this:
Continue to compose the body of your email template, inserting merge fields were appropriate. Anywhere you have those fields, they will automatically be replaced by the relevant information from the record when you use the template either as part of an automation, or just sending a one-off email.
This will pull information out of the record. If you have a contact for example that doesn't have a first name in the record, it will appear blank. It can only replace the merge fields with information from the contact if the information is there.
One important note - the merge fields are populated at the time the template is opened to create the email. If you are already in the process of composing your email to send it, you cannot add merge fields. They must be already in the template when you open it in order for Mago to fill in the fields for you.