Setting up personalisation fields

Learn how to set up personalisation in your account, so you can use your ESPs personalisation when you export a mailing

Paris avatar
Written by Paris
Updated over a week ago

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

  2. Select the Personalisation tab

  3. Click 'Add Field'

  4. 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.

  5. Click 'Save Changes'

How to set up and use personalisation

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