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What is a merge field in email?

A merge field is a placeholder in an email that your email tool replaces with each subscriber's own details when it sends, most often their first name. Mailchimp calls them merge tags. One greeting becomes “Hello Ana,” for one reader and “Hello Sam,” for the next.

What it means in practice

Each tool has its own syntax. In Mailchimp, the first-name field is *|FNAME|*. Check your tool’s help before you paste one in, because a field written for another tool can go out as literal text.

Every merge field needs data behind it. If your form doesn’t ask for a first name, you need a fallback for the people who didn’t give one, and “Hello Friend” reads better than “Hello ,”. Send yourself a test with an address that has no name on file.

How Chapbook uses it

The sign-up form on a book’s public page has an optional first-name box, and Chapbook passes the answer along. The CSV export has a first_name column.

The launch campaign’s emails are written without merge fields. Chapbook fills in their links itself, so what you copy is ready to paste, and any personal touch is yours to add in your email tool.

In a real book

Cover of The Welcome Sequence by Dana Okafor: flat paper-cut envelopes stepping upward in teal, cream and yellow above white type, subtitle “Seven emails that turn a subscriber into a reader”.
Title page. Page 1 of The Welcome Sequence.
Copyright. Page 2 of The Welcome Sequence.
Contents. Page 3 of The Welcome Sequence.
Introduction. Page 4 of The Welcome Sequence.
Email 1: The one they actually open. Page 5 of The Welcome Sequence.
Email 1: The one they actually open. Page 6 of The Welcome Sequence.
Emails 2 and 3: Who you are and what to expect. Page 7 of The Welcome Sequence.
Emails 2 and 3: Who you are and what to expect. Page 8 of The Welcome Sequence.
Emails 2 and 3: Who you are and what to expect. Page 9 of The Welcome Sequence.
Emails 4 and 5: Your best two pieces, reframed. Page 10 of The Welcome Sequence.
Emails 4 and 5: Your best two pieces, reframed. Page 11 of The Welcome Sequence.
Emails 6 and 7: The ask, and the door left open. Page 12 of The Welcome Sequence.
Emails 6 and 7: The ask, and the door left open. Page 13 of The Welcome Sequence.
Emails 6 and 7: The ask, and the door left open. Page 14 of The Welcome Sequence.
The schedule and the template. Page 15 of The Welcome Sequence.
The schedule and the template. Page 16 of The Welcome Sequence.
Back cover of The Welcome Sequence: the description over the cover's artwork.
Introduction 5 / 18
The Welcome Sequence, seven emails that turn a subscriber into a reader: a lead magnet of 3,626 words and 17 pages on US Letter, 8.5 × 11 in, generated from one brief and exported unedited. It is a sample, not a customer's book. Download the PDF (185 KB) or the EPUB (78 KB).

Questions people ask

What happens when a subscriber has no first name on file?

It depends on your tool and its settings. In Mailchimp you can set a default value, such as “Friend”, so the email reads “Hello Friend” for anyone whose first name isn't in the system.

Do Chapbook's emails include merge fields?

No. The launch campaign's emails are written as plain text, without any tool's merge fields, so you can add your own when you paste them in.

Read a chapter of your own book before you pay for it.

The outline, one sample chapter up to 2,500 words and a watermarked cover are free: 60 Book Credits on sign-up, no card.