How to insert variable data in the Legacy Email Editor in AMS+

This article explains how to insert and use variable data when building emails in the Legacy Email Editor in AMS+. Variable data is used in Email Marketing (Legacy campaigns) and Automated Workflow (Legacy) email actions.

For information on building emails using this editor, see How to use the Legacy Email Editor in AMS+.

Requirements

• Email Marketing or Automated Workflow must be activated in your agency's AMS+ account.
  • Only the Account Owner can activate it. Learn more.
• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Manage Email Marketing or Manage Automated Workflow permission.

Insert variable data into an email

Open an email in the Legacy Email Editor.

Place your cursor in the email content.

Select a variable data field from the editor.

• Variable data inserts as a placeholder in brackets.
  • Example:
    • "Dear [IndFirstName] [IndLastName]"
• When the email is sent, the placeholder is replaced with data from the recipient's record.
• If a variable data field does not populate, verify that the corresponding field contains data in the record.

Use variable data in the email subject

• Copy and paste variable data into the email subject field.
  
  • Example: "[IndFirstName], are you ready for open enrollment?"
• When previewing or sending the email, the subject displays the actual value instead of the placeholder.
  

Available variable data by message type

Available variable data depends on the message type and context.

Servicing Email Marketing (Legacy campaigns)

Automated Workflow (Legacy)