This feature is in Alpha testing! Please reach out to spencer@knak.com if you have any questions.
Demo Video
What Is Knak Send Personalization?
Knak Send Personalization lets you display unique information for each recipient. For example, you can display a recipient's first name or last name.
Create placeholder tags while you build your email in Knak Enterprise. The tags remain as placeholders during editing. Map each tag to a contact field in Knak Send before you send your email. Knak Send replaces each placeholder with the correct contact information during sending.
Note: Merge tags for Knak Send are created as placeholder tags in Knak Enterprise. Placeholder values are replaced only after you map them in Knak Send and send your email.
Before You Begin
Before you start, make sure you:
Build your email in Knak Enterprise.
Have access to Knak Send.
Have at least one contact or contact list in Knak Send.
Have contact fields available for personalization, such as First Name or Last Name.
Add Personalization to Your Email
Use the Knak Send Tags menu to insert a new placeholder tag or reuse one that you already created for that email.
Insert a Placeholder Tag
Use the Knak Send Tags menu to create a new placeholder tag or insert one that you already created for that email.
Open your email in Knak Enterprise.
Select a text block.
Click Knak Send Tags in the editor toolbar.
Do one of the following:
If this is your first placeholder tag, click + Add Placeholder Tag. Enter a name for the tag, then insert it into your content.
If you already created placeholder tags for that email, select an existing tag from the list to insert it into your content.
For example:
Hi [First_Name]
The placeholder remains visible while you edit your email.
Note: Knak Send Tag Names can't contain spaces. Use only letters, numbers, or underscores, and start with a letter or underscore.
Reuse an Existing Placeholder Tag
Any placeholder tags that you previously created in that email are available from the Knak Send Tags menu.
Select an existing tag to insert it into your email.
Open the Email in Knak Send
After you finish building your email, open it in Knak Send.
The Send Configuration page includes a Merge Tags section. Use this section to connect each placeholder tag to a contact field.
You must complete merge tag mapping before you can schedule or send your email.
The Send Configuration page also includes:
From name
From email address
Reply-to email address
Subject line
Recipients
Merge tag mappings
Map Your Merge Tags
Each placeholder tag must be mapped to a contact field.
If You Selected a Contact List
If your recipients come from a contact list, Knak Send displays the available fields from that list.
Select the field that matches each placeholder tag.
Placeholder Tag | Contact Field |
First Name | First Name |
If You Selected an Individual Contact
If you selected a single contact, Knak Send displays fields from every contact list associated with that contact.
Select the correct field for each placeholder tag.
Add a Default Value
You can provide a default value for every merge tag. The default value is used if a contact does not have data for the selected field.
Contact Value | Email Output |
Spencer | Hi Spencer |
(Blank) | Hi Friend |
Using default values helps prevent emails from displaying blank personalization.
Preview Your Personalized Email
After you map your merge tags, Knak Send updates the preview based on your selected recipient.
For example:
If the contact's first name is Spencer, the preview displays Hi Spencer.
If the first name is missing, the preview displays your default value instead.
Use the preview to confirm that your personalization appears as expected before you send your email.
Expected Result
After you:
Add placeholder tags in Knak Enterprise.
Map each merge tag in Knak Send.
Configure default values.
Your email is ready to schedule or send. Each recipient receives personalized content based on the mapped contact fields.
Tips
Map every merge tag before scheduling your email.
Add default values to avoid blank personalized content.
Review the preview before sending your email.
Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.