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Personalization beyond the first name

GuidesAug 29, 20267 min read

Use order data, dates and preferences to write messages that feel written for one person.

A first name is the least interesting field in your CRM. Order numbers, delivery windows, plan names and renewal dates are what make a message useful.

Start by listing the questions customers ask your support team, then find the field that answers each one. Those fields belong in your templates.

Always set a fallback. A message that reads “Hi ,” is worse than one that reads “Hi there,”.

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