Within the email distribution process, the platform allows you to personalize the email for each recipient by using personalization settings. The email will pull information from each recipients' Agility profile, or from your private contacts, and place them within the email body.

These personalizations are also customisable, described here.

There are several options: Name Prefix, First Name, Last Name, Outlet Name, X Handle, Intro, and Outro.

For example, adding First Name will insert the mailmerge tag [%FNAME%] into your text, and pull in the first names of each of your contacts accordingly (e.g. Dear Susan).

Please note that information will only be inserted where it is available on the profile of the contact. Prefixes are only supported in the following languages German, French, Spanish, Italian, and Portuguese.

At the Personalize stage of the email preparation, you can type in the Custom name for your contact.

Clicking on the pencil icon will let you specify fallback text that the tag will use when the information you are trying to personalize is unavailable.

In addition to adding a personalized greeting to an email, it’s also possible to send the same email to a group of journalists but also to include a personalized message to only one or several contacts.

You do this by first adding the [%INTRO%] personalization tag to your email.

You then have to add the target list(s) or saved search(es) with the contacts to whom you want to send the email. At this point, save your draft email or the changes you’ve made so far.

In the Personalize phase of creating your email, you can create the personalized message(s) you want to send to your recipients. From the list of contacts, select one for whom you would like to add a custom message and click on the pencil icon.

From here, in the center Intro section, you can type in the personalized message you want to send this contact and apply formatting to the text as needed.

You can also make use of PR CoPilot to help you compose your message.

When you’re done, please click the USE button at the bottom of the screen

When the email is sent, this personalized message will now appear where you placed the Intro personalization tag.

Using Merge Tags to Edit the Email Footer

The email footer can now be edited similarly to a Text component. This provides you with more options on how to format your footer information.

The contact information used by the footer is entered into the fields on the right-hand pane, accessible after you click into the footer component. This information is required to conform with anti-spam laws and so these must be included with every email.

Use the merge tags control to add the tags into the footer.

Once added to the footer, the merge tags can be positioned and formatted as you would like. You can use the various editing tools to format your footer content and merge tags.

This 3-minute video will explain further: