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Use CRM data in campaigns

Smart values pull CRM data into your campaign emails, so each recipient gets a personally addressed message. Write the email once; 3Common fills in the details per recipient at send time.

Who this is for

Hosts who want campaigns that greet guests by name and reference their own data, without mail-merge spreadsheets.

Quick steps

  1. Compose a campaign from Marketing > Emails.
  2. In the email editor, type {{ where you want dynamic data.
  3. Pick a token from the menu, for example the contact's first name.
  4. Check the live preview (tokens show sample data) and send a test.

What data is available

The {{ menu in the email editor only offers tokens the send can actually fill:

Namespace Example Available
Contact {{contact.firstName}} Always. First name, last name, email, phone, subscription status, and every custom contact property.
Segment {{segment.gross_revenue}} When a segment is the audience. Every segment column becomes a token.
Event {{event.name}} When the recipients include an imported event's attendees. Event name plus start and end times.
Generate {{generate.uuid}} Always. Generated values like unique IDs.

Contact and segment tokens resolve per recipient; event and generate tokens resolve once per send.

Smart value menu open in the email editor showing contact tokens

How to insert a smart value

  1. In the composer, click Open editor.
  2. Place the cursor where the value should go and type {{.
  3. Pick the token from the menu. For example:
Hi {{contact.firstName}}, your {{event.name}} tickets are waiting!

Previews, tests, and missing data

  • The Live preview and Send test fill tokens with sample data (or your own contact data where known), so the email always looks complete while you edit.
  • In the real send, a token a recipient has no value for renders blank. Recipients never see the raw {{...}} text.

Guarantee the data exists

If a token is essential to the message, make the audience guarantee it. For a segment audience, add a filter condition like "First Name is not empty" so every member has the value.

Troubleshooting

The token I want isn't in the menu

The menu only lists tokens the current send can fill. Segment tokens require a segment audience, and event tokens require an event audience: use Import emails > Segment or Event attendees first, then reopen the editor.

A recipient got a blank where the name should be

That contact has no value for the property. Fill the property in CRM, or filter the audience to members that have it.

Preview shows a name that isn't a real contact

That's sample data. Previews and tests substitute samples for missing values so you can judge the layout. Real sends use each recipient's actual data.