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How to include personalisation tokens in your email campaigns
How to include personalisation tokens in your email campaigns

The FundPortal email tool supports template variables that you can use to make your outgoing communication personalesd to individual users.

Updated over a year ago

The email campaign tool allows you to include personalisation tokens in your email.

Personalisation tokens allow you to personalise emails in bulk, increasing the likelihood that users will click through to your FundPortal to find out more information.

Email Variables

To find the full list, go to your email campaign page and you'll find 'Learn how to personalize your email' below the content box.

To add these to your email campaign just copy and paste the 'Template Variables' found via the link and add the ones you need. Please note, users will need to have these details saved in their user profile to work.

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