Using Personalization Tokens

BaseMailer supports personalization tokens that automatically pull data from your Airtable records and insert it into your email content.

What Are Tokens?

Tokens are placeholders written in double curly braces, like:

• {{First Name}}
• {{Company}}
• {{Order Number}}

When you send your campaign, these tokens are replaced with actual values from your selected Airtable table.

Use placeholders in the subject

Placeholders work in the email subject too.

Examples:

• Welcome {{First Name}}
• Update for {{Company}}
• Invoice {{Invoice Number}}

Subject placeholders use the same Airtable fields and mapping as the email body.

How It Works

1. In your Airtable table, ensure you have fields like “First Name”, “Email”, “Company”, etc.
2. In the template editor, insert tokens using the exact field names: {{First Name}}, {{Email}}, etc.
3. BaseMailer will match these tokens to your column headers.

✅ If a value is missing in a record, that token will be blank in the sent email.

Merge Tags Dropdown

When editing a Text block in the email builder:

• Click inside the text field
• Use the Merge Tags dropdown to insert available fields
• This ensures correct syntax and reduces typos

Use URL Fields in Text and Buttons

If your Airtable field already contains a URL, you can use that field as the link behind any text or button in BaseMailer.

This helps you create clean, clickable emails without showing the full raw URL inside the email body.

For links in text and buttons, use triple curly braces like {{{URL}}}. Standard merge tags in normal text still use double curly braces like {{Name}}.

Add a URL field to text

1. Add a Text block to your email.
2. Type the text you want recipients to click, such as View Details.
3. Select the text.
4. Click the Link icon in the editor toolbar.
5. In the URL field, enter your URL merge tag using triple curly braces, such as {{{URL}}}.
6. Save the link.

The selected text will now open the URL from that Airtable field.

Add a URL field to a button

1. Add a Button block to your email.
2. Set the button text, such as Open Link.
3. Open the button link settings.
4. In the URL field, enter your URL merge tag using triple curly braces, such as {{{URL}}}.
5. Save the button.

The button will now open the URL from that Airtable field.

Use Lookup Fields in BaseMailer

BaseMailer also supports lookup fields from Airtable.

A lookup field lets you bring values from linked records into your current table. If your Airtable setup stores important data in related tables, you can use those lookup values in BaseMailer the same way as other personalization tokens.

For example, you might use lookup fields for:

• Company name
• Account owner
• Subscription plan
• Event details
• Related contact information

How lookup fields work

Lookup fields work the same way as other merge tags in BaseMailer.

If a lookup field is available in your Airtable table, you can use it in:

• Email body content
• Subject lines
• Other supported personalization areas

Important

• Use triple curly braces for URL fields in links and buttons, like {{{URL}}}
• Use double curly braces for regular text merge tags, like {{Name}}
• Make sure the field contains a full valid URL, such as https://example.com/page
• You can use URL fields in both text links and buttons
• This is useful for personalized pages, documents, forms, booking links, and portals

💡 Best Practices

• Always match token names exactly with Airtable column names
• Use the Merge Tags dropdown to avoid errors
• Use test records to preview how your tokens appear before sending
• Use lookup fields when your data is stored in linked tables
• For URL fields used in links or buttons, remember to use triple curly braces