Create an email template with a first name field

When you create an email template to use for sending mass email in SalesforceIQ, the available merge tags include Recipient Full Name. To create a template with a First Name merge tag, follow the steps listed here.

  1. In your Contact-based List, add a First Name Contact property.
  2. Export the Contact-based List to a CSV file or Google Sheet.
  3. In the exported file, create a new column. We recommended naming it First Name.
  4. Enter each Contact's first name in the new column.
  5. Sort the new column in both your Contact-based List and your exported file from A-Z.
  6. Copy and paste the first names from your exported file into your Contact-based List.

The First Name merge tag now appears as an option when you create an email template.

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