Infinity3 Help Centre

Use merge fields to include customer details and reusable custom values for shared business information.

Before you start

You’ll need a draft campaign and accurate contact data for any personalisation you plan to use.

Add a contact merge field

1. Open the campaign in Marketing → Emails → Campaigns.
2. Select the text element you want to edit.
3. Place the cursor where the customer detail should appear.
4. Open the merge-field or custom-value picker.
5. Select the relevant contact field, such as first name.
6. Save and review the content.

Choose fields from the picker rather than guessing their placeholder format.

Add shared business information

Use an existing Custom Value for reusable details such as a support email, website link or standard sign-off.

Custom values differ from contact fields: they hold shared information rather than a separate value for each customer.

Check missing information

Review what happens when a recipient has no first name or other selected detail. Use fallback options where supported, or wording that remains readable without the field.

Things to know

• Some placeholders require event information that a regular campaign doesn’t provide.
• Updating a shared custom value can affect other content using it.
• A generic test email may not resolve recipient-specific details as a live send does.
• Keep the required unsubscribe option in the email.

Check representative test contact data before sending to the wider audience.