Use Placeholders in your Message Templates, such as the recipient’s name and the sender’s details, which get automatically filled out when you insert your Message Template into an email.
Please note: Mailbutler's Placeholders take information from various sources. Your email client, if you've sent an email to the person before, and your contacts tool or CRM tool if you've connected it to Mailbutler. Your own information comes from your Mailbutler profile information.
Make sure that the placeholder name matches the corresponding contact field name in your contacts tool. That means, if you use the placeholder {{to.company}}, the company name field in your contacts tool must also be named company — not something different like business.
Here are the placeholders that we su
Select your email client:
Apple Mail
1. Click the Mailbutler icon at the top of your Apple Mail window to open the Mailbutler Sidebar.
2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.
3. A new window will open. Select Templates under Manage Features in the sidebar on the left.
4. Click the plus icon to create a new Message Template.
5. Name your Message Template and enter a subject.
6. Write the email body in the rich text editor.
7. Click inside the Message Template in the place you want to insert a Placeholder.
8. Click the Placeholder icon and select whom the Placeholder should target (sender, recipient, CC recipient, BCC recipient) as well as the information the placeholder should get filled out with (name, phone, company etc).
10. Or, choose one of the pre-defined Placeholders.
11. Or, create custom placeholders using double curly brackets, like {{first_name}}.
Please note: While it's technically possible to use custom placeholder names, only the following are officially supported and guaranteed to work correctly:
emailnamefirst_namelast_nametitlenicknamephoneaddresscompanypositionwebsitebirthday
To ensure proper data merging, please stick to these supported placeholders. Using others may result in missing or incorrect data in your emails.
12. You can see the inserted Placeholders inside your Message Template.
13. You can now compose an email using your Message Template.
14. In the Mailbutler Sidebar, you will see whether the placeholder information is complete or if details are missing, and you can preview what content will be inserted into each placeholder.
Gmail
1. Click on the Mailbutler icon to open the Mailbutler Sidebar.
2. In the Mailbutler Sidebar, click the three dots and then Account & Preferences.
3. A new window will open. Select Templates under Manage Features in the sidebar on the left.
4. Click the plus icon to create a new Message Template.
5. Name your Message Template and enter a subject.
6. Write the email body in the rich text editor.
7. Click inside the Message Template in the place you want to insert a Placeholder.
8. Click the Placeholder icon and select whom the Placeholder should target (sender, recipient, CC recipient, BCC recipient) as well as the information the placeholder should get filled out with (name, phone, company etc).
11. Or, create custom placeholders using double curly brackets, like {{first_name}}.
Please note: While it's technically possible to use custom placeholder names, only the following are officially supported and guaranteed to work correctly:
emailnamefirst_namelast_nametitlenicknamephoneaddresscompanypositionwebsitebirthday
To ensure proper data merging, please stick to these supported placeholders. Using others may result in missing or incorrect data in your emails.
12. You can see the inserted Placeholders inside your Message Template.
14. In the Mailbutler Sidebar, you will see whether the placeholder information is complete or if details are missing, and you can preview what content will be inserted into each placeholder.
Outlook
1. Open the Mailbutler sidebar.
2. In the Mailbutler Sidebar, click on the Account Settings (⚙) button, then Account & Preferences.
3. A new window will open. Select Templates under Manage Features in the sidebar on the left.
4. Click the plus icon to create a new Message Template.
5. Name your Message Template and enter a subject.
6. Write the email body in the rich text editor.
7. Click inside the Message Template in the place you want to insert a Placeholder.
8. Click the Placeholder icon and select whom the Placeholder should target (sender, recipient, CC recipient, BCC recipient) as well as the information the placeholder should get filled out with (name, phone, company etc).
9. Then, click Insert.
10. Or, choose one of the pre-defined Placeholders.
{{first_name}}.
Please note: While it's technically possible to use custom placeholder names, only the following are officially supported and guaranteed to work correctly:
emailnamefirst_namelast_nametitlenicknamephoneaddresscompanypositionwebsitebirthday
To ensure proper data merging, please stick to these supported placeholders. Using others may result in missing or incorrect data in your emails.
12. You can see the inserted Placeholders inside your Message Template.
13. You can now compose an email using your Message Template.
14. In the Mailbutler Sidebar, you will see whether the placeholder information is complete or if details are missing, and you can preview what content will be inserted into each placeholder.
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