You can set default personalisation fields in Taxi, to insert into your mailings. This can be for any fields you need, but are usually fields such as First Name.

Setting up personalisation allows you to easily use your ESP personalisation, so that when you export your mailings, it works in your ESP.

To set up personalisation:

  1. Click the 'Dynamic Content' tab in your account
    Select 'Personalisation from the dropdown.
  2. Click 'Add Field'
  3. Add your personalisation code into the field
    You can set both a default value, and a value for your specific ESP. These values should exactly match the personalisation tag in the ESP.
  4. Click 'Save Changes'

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