Prerequisites

To ensure accurate mapping of data from the uploaded CSV file, CSV file must meet the following criteria:

• The first column must hold the email addresses or internal or external IDs of the recipients. This column must be named identifier. The column name is case-sensitive, so it cannot be Identifier or IDENTIFIER. The email addresses, however, are not case-sensitive.
• The file must use UTF-8 text encoding.
• The cell separator must be a semicolon (;) or comma (,).
• We recommend not using system personalization names such as firstName or lastName as custom tags. Instead use firstNameCustom for example.

1. In the Studio, navigate to Email > the draft email you want to send or schedule.
2. Open the email and click Next. The summary page opens.

3. Under Target Audience, select Custom Group. 

   
4. Optionally, download the sample CSV file.
5. Click Choose CSV File.
6. Select the CSV file you want to upload. The CSV file is uploaded. You can now insert the custom tags into the email body, preview text, and subject line, and send the email to a custom group.

1. In the Studio, navigate to the email for which you uploaded the personalization CSV file > open the email in the Email Designer.
2. Click on a text element.

3. From the toolbar, click Personalize and select the single-use custom tag you want to include. Alternatively, type the tags directly into the text element using double curly brackets. For example, {{hotelName}} or {{flightNumber}}. Ensure to use the correct spelling and capitalization, as the tags are case-sensitive.

   

4. Optionally, in the Text Settings panel under Fallback Text, provide the fallback value for any tags you included. The same fallback text is applied to all instances of the tag: in the email body, the preview text, and the subject line.

   
5. Finish your email and click Next. The summary page opens.

6. Under Content, click Personalize to add personalization tags to your Subject Line or Preview Text. 

   
7. Optionally, under Fallback Text, provide the fallback value for any tags you included. The fallback texts are applied to all instances of the tag: in the email body, the preview text, and the subject line.

You have personalized your email with single-use custom tags and provided a fallback text. The fallback text for a tag will only affect the language version of the email you are currently editing. It will not update the tag's fallback for any other email draft in your organization, including scheduled emails. To apply a fallback text to another language version of the email, open the language version and add the fallback text there.