How to Use Merge Tags to Personalize Your Emails

Email marketing thrives on personalization. It’s the difference between your recipient thinking, “This email was made just for me,” or “Ugh, another spam email.” Merge tags are a powerful tool for achieving that level of personalization and can help you build stronger connections with your audience.

In this guide, we’ll explain what merge tags are, how they work, and how to take your personalization to the next level by incorporating OKZest-generated images into your emails.


What Are Merge Tags?

Merge tags, sometimes called placeholders or personalization tokens, are dynamic elements in email marketing that pull specific information from your contact list and automatically insert it into your emails. Think of them as shortcuts to personalizing your messages at scale.

For example:

  • Instead of manually typing each recipient’s name, you use a merge tag like {{FirstName}}.
  • When the email is sent, the tag is replaced with the recipient’s actual name, like “Hi, John!” instead of a generic “Hi there!”

Merge tags are commonly used for:

  • Names: “Hi, {{FirstName}}!”
  • Locations: “We have exciting events near {{City}}!”
  • Purchase History: “Thanks for purchasing {{LastPurchaseItem}}!”

Why Use Merge Tags in Email Marketing?

Merge tags make your emails more engaging and relevant, which leads to higher open rates, click-through rates, and conversions. Personalized emails have been shown to generate a 6x higher transaction rate, proving that personalization isn’t just a nice-to-have—it’s a must-have.

Here’s what makes merge tags so powerful:

  1. Efficiency: Save time by personalizing emails at scale.
  2. Relevance: Speak directly to your audience’s interests, needs, or behaviors.
  3. Professionalism: Look polished and thoughtful without manual effort.
  4. Engagement: Grab attention and encourage action with personalized content.

Examples of How Merge Tags Work

To make merge tags work, you’ll need to ensure your contact list includes the data you want to personalize. Here are some common examples of merge tags in action:

Example 1: Personalizing Names

  • Merge Tag: {{FirstName}}
  • Result: “Hi, Sarah! Here’s a special offer just for you.”

Example 2: Personalizing Locations

  • Merge Tag: {{City}}
  • Result: “Don’t miss our event happening near San Francisco!”

Example 3: Personalizing Purchase History

  • Merge Tag: {{LastPurchaseItem}}
  • Result: “Thanks for buying the Deluxe Yoga Mat! Here are some accessories you might like.”

Example 4: Milestone Emails

  • Merge Tag: {{AnniversaryDate}}
  • Result: “Happy 1-year anniversary with us, Alex! Here’s a gift to celebrate.”

How to Incorporate OKZest-Generated Images into Merge Tags

OKZest takes email personalization to the next level by allowing you to embed personalized images directly into your emails. These images can be dynamically customized for each recipient, adding a visually engaging element that stands out in their inbox.

Here’s how to do it:

Step 1: Design Your Dynamic Image with OKZest

Use OKZest to create an image template that includes merge tags. For example:

  • A discount code image with the recipient’s name: “Here’s 20% off just for you, {{FirstName}}!”
  • A ticket for an event with the recipient’s city: “Join us in {{City}} for an unforgettable experience.”

Step 2: Generate the Image Link

Once your image template is ready, OKZest provides a unique URL for the dynamic image. The merge tags in the URL will automatically update for each recipient.

Step 3: Insert the Image URL into Your Email Template

Add the dynamic image URL to your email template as you would with any image. Most email marketing platforms (like Mailchimp, Klaviyo, or HubSpot) allow you to add an image by inserting a URL.

Step 4: Send Personalized Emails

When you send your email, the dynamic image will automatically update for each recipient. For example:

  • The image for Sarah will display: “Here’s 20% off just for you, Sarah!”
  • The image for John will display: “Here’s 20% off just for you, John!”

Tips for Using Merge Tags Effectively

  1. Test Before Sending:

    Always preview your emails to ensure the merge tags are working correctly. Most email marketing platforms allow you to send test emails to see how the personalization looks.

  2. Have a Fallback Option:

    In case certain data is missing (e.g., a recipient’s name), include a fallback option. For example, “Hi, {{FirstName|there}}!” will display “Hi, there!” if the first name isn’t available.

  3. Don’t Overdo It:

    Personalization is effective, but overloading your email with merge tags can feel forced. Focus on key elements like names, locations, or one unique detail.

  4. Combine Text and Images:

    Pair merge tags with personalized images using OKZest for a more engaging experience.

  5. Keep Your Data Clean:

    Ensure your contact list is up-to-date and accurate. Incorrect or outdated data can lead to embarrassing errors (e.g., “Hi, [FIRSTNAME]!”).


Real-Life Example of Merge Tags and OKZest in Action

Scenario: You’re running a fitness studio and want to promote your new yoga classes. Your contact list includes names, cities, and previous class attendance.

Email Content:

  • Subject Line: “Ready to Relax, {{FirstName}}?”
  • Body Text:

    “Hi, {{FirstName}},



    We’re excited to announce our new yoga classes in {{City}}! Since you last attended our {{LastClassAttended}}, we’ve added even more options to help you relax and recharge.



    Click below to reserve your spot and enjoy a special discount!”
  • Dynamic Image:



    Include a personalized image with OKZest that displays the recipient’s name, city, and a unique discount code.

Final Thoughts

Merge tags are an essential tool for creating personalized, impactful email campaigns. When combined with OKZest-generated images, they unlock new levels of engagement and relevance, making your emails stand out in crowded inboxes. By incorporating dynamic text and visuals, you can build stronger relationships with your audience and drive better results.

Ready to start personalizing your emails with OKZest?

Sign up today and take your email campaigns to the next level!