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  • Personalisation with Smart Tags in Inboxroad Editors

Personalisation with Smart Tags in Inboxroad Editors

At Inboxroad, we’re committed to helping you create effective, personalised email campaigns — whether you prefer rich HTML designs or simple text messages.
Our Smart Tags and Personalisation Tags features make it easy to insert subscriber information dynamically, adding a personal touch to every campaign.

This guide will explain how to use these features in both the HTML Editor and Plain Text Editor, along with additional tracking options available in the Design Campaigns page.

Using Smart Tags in the HTML Editor

Step 1: Open the HTML Editor

When creating or editing a campaign, go to Design Email → HTML Editor.
Here you can write or paste your own HTML code to fully customise your email layout and design.

 

Step 2: Insert Smart Tags

To personalise your message, click anywhere in the HTML editor.
A context menu will appear, showing available Smart Tags such as:

  • {{first_name}}
  • {{last_name}}
  • {{email}}
  • {{unsubscribe_link}}

Select a tag to insert it at your cursor position.
If text is selected, the tag replaces the selected text automatically.

Step 3: Continue Editing

After inserting a tag, simply keep writing — the menu will close when you continue typing.

Example:

<p>Hi {{first_name}},</p>
<p>We’re excited to share our latest updates with you!</p>

When sent, your recipient will see:

Hi Sarah,

We’re excited to share our latest updates with you!

Using Personalisation Tags in the Plain Text Editor

Step 1: Open the Plain Text Editor

When creating or editing a campaign, go to Design Email → Write Plain Text.
This lets you write clean, text-only emails — perfect for simple and personal messages.

Step 2: Insert Personalisation Tags

At the top of the editor, you’ll find an Insert Personalisation dropdown.
Choose from the same list of tags to add them directly into your message.

 

 

Example Message:

Hello {{first_name}} {{last_name}},

We just wanted to reach out and thank you for being part of our community.
Stay tuned — exciting updates are coming soon!

Best regards,  
The Inboxroad Team

When sent, if your contact is Sample Johnson, the message will display:

Hello Sample Johnson,

We just wanted to reach out and thank you for being part of our community.
Stay tuned — exciting updates are coming soon!

Best regards,  
The Inboxroad Team

 Where Personalisation Data Comes From

 

All Smart Tags and Personalisation Tags pull values directly from your contact list — the same file you upload when creating your campaign.

For example, if your contact list includes:

Field Example Value
first_name Sample
last_name Johnson
email sample.johnson@example.com

Then:

  • {{first_name}} → Sample
  • {{last_name}} → Johnson
  • {{email}} → sample.johnson@example.com

Each email will automatically include personalised information for its recipient.

 

 Extra Field Options in the Design Campaigns Page

 

When setting up your campaign, you’ll find an Extra Field section under Design Email.
These settings enhance tracking and data personalisation.

1. Add Contact Fields to the Tracking Link

When enabled, Inboxroad automatically appends contact fields (e.g., email, first_name, affiliate) to your links.
This lets you:

  • Track user interactions individually
  • Send subscriber data to external tools
  • Personalise landing page behaviour based on contact data

Each recipient gets unique tracking parameters in their links, helping you understand engagement without extra setup.

2. Activate Google Analytics Tracking

Turn this on to automatically add UTM tracking parameters (utm_source, utm_medium, utm_campaign) to every link in your campaign.

For example:

https://yourwebsite.com/

becomes

https://yourwebsite.com/?utm_source=inboxroad&utm_medium=email&utm_campaign=your_campaign_name

This allows you to monitor campaign performance directly in Google Analytics or similar tools.

 Why Use Smart Tags and Personalisation?

By using Smart Tags and Personalisation Tags, you can:

  • Save time — no manual coding needed
  • Avoid syntax errors
  • Increase engagement with personalised content
  • Track results more accurately
  • Strengthen relationships with your subscribers

Even plain text emails feel more genuine when they address the recipient by name.

Example: Advanced Personalisation in Plain Text

You can use multiple custom fields to create highly dynamic content:

Hello {{first_name}} {{last_name}},

This {{month}}, we’ve introduced exciting updates for our users in {{country}}.
Your affiliate ID: {{affiliate}}  
Account Code: {{ac}}

If you joined us through {{referrer}}, thank you for being part of our growing community!

Best regards,  
The Inboxroad Team  
{{unsubscribe_link}}

 Having Issues or Questions?

If you experience issues inserting tags or find that data isn’t displaying correctly:

  • Recheck your contact list field names
  • Ensure tags match exactly (case-sensitive)
  • Verify your campaign is linked to the correct list

Our team is always happy to help!

Email: contact@inboxroad.com
🌐 Support Page: https://inboxroad.com/contact/

Updated on 28 October 2025

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Table of Contents
  • Using Smart Tags in the HTML Editor
    • Step 1: Open the HTML Editor
    • Step 2: Insert Smart Tags
    • Step 3: Continue Editing
  • Using Personalisation Tags in the Plain Text Editor
    • Step 1: Open the Plain Text Editor
    • Step 2: Insert Personalisation Tags
  •  Where Personalisation Data Comes From
  •  Extra Field Options in the Design Campaigns Page
    • 1. Add Contact Fields to the Tracking Link
    • 2. Activate Google Analytics Tracking
  •  Why Use Smart Tags and Personalisation?
  • Example: Advanced Personalisation in Plain Text
  •  Having Issues or Questions?
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