In this article, we are going to talk about part of the toolkit. The toolkit contains several series of code which we have written during our development. We wanted to make sure you have certain abilities.
WHAT ARE MERGE FIELDS?
Merge fields help you to personalize your emails. For example, they can begin with the person’s name, e.g. “Hi Dave” for a more human feel.
You can also use merge fields to segment lists. Just briefly for now, you could segment your lists by gender, birth date or marital status for example.
TO GET TO THE TOOLKIT
 | From your dashboard, click on Settings (gear icon, gold arrow in image below). Choose Tools from the dropdown menu (pink box in image to the left).
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The Tools page will open. The Individual Profiles / Additional Merge Fields tool is highlighted in the images below: pink box.
INDIVIDUAL PROFILES / ADDITIONAL MERGE FIELDS
 | To use this tool, toggle on the button. It will turn pink/red.
Now, click on the yellow Edit Additional Merge Fields button.
This opens a screen that offers you a list of standard and additional merge fields. |
ALL PLANS HAVE ACCESS TO CCB FIRST NAME & CCB LAST NAME.
Starter plan: This plan also includes access to one other merge field. You choose your preference from the dropdown menu.
Med and Pro plans: You have access to all the merge fields--birth date, salutation, suffix, gender, marital status, and family position.
Enable all the merge fields you want by clicking on the greyed out buttons to turn them pink/red.
We hope this has been helpful. We encourage you to visit our Helpdesk FAQs to learn more about anything at any time. Please remember that we are always available for any additional support you may need.