- Place your cursor in the subject or body where you want the personalized value to appear.
- Click the merge tag button in the toolbar.
- Select the fields you want to add.
The Content step is where you write the email itself. It includes a subject line field, a rich-text message editor, and options for using and saving templates.
Subject line
Type your email subject in the Subject field. You can personalize it using merge tags — click + Merge Tags to see what dynamic fields are available, such as the recipient's company name or booth number.
Message body
Use the rich-text editor to write your message. The toolbar provides the following formatting controls:
| Control | What It Does |
| Body (style dropdown) | Sets the paragraph style (normal, heading, etc.) |
| B / I / U / S | Bold, italic, underline, and strikethrough |
| List icons | Unordered (bullet) list and ordered (numbered) list |
| ≡→, Blockquote | Toggle a block quote |
| </>, Code Block | Toggle a fenced code block |
| [<>], Inline Code | Toggle inline code formatting |
| Link icon | Insert or edit a hyperlink |
| + Merge Tags | Insert a dynamic field replaced with each recipient's data when sent |
Personalizing with Merge Tags
Merge tags let you insert recipient-specific information — like a company name or product specific details — directly into your subject line or email body. When the email is delivered, each placeholder is automatically replaced with the real value for that recipient, so every attendee receives a personalized message.
How to Insert a Merge Tag

Example
Hi {{Booth Admin First Name}},
We’re excited to welcome your {{Company Name}} to {{Event Name}}!
Templates
- Select Template — Load a previously saved message template into the editor, replacing the current content. Useful for recurring campaigns with a standard format.
- Save as Template — Save the current subject and body as a reusable template for future campaigns.
When you are happy with the content, click Continue to proceed to Step 3 — Recipients.
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