With the ZendeskConnect for Chrome extension, you can use personalization tags and saved responses in any email you create in Gmail. Doing so will allow you to insert information specific to the contact you're emailing as well as insert phrases and messaging you and your team use the most in your communications.
Personalize emails sent from Gmail
We automatically generate personalization tags for all fields in your ZendeskConnect account. This includes standard and custom fields for contacts, deals, and accounts. You can insert these tags into your emails to create dynamic content and personalized, human experiences for your contacts.
To use personalization tags in your Gmail emails:
1. Open the email composer in your Gmail account.
2. Click the "Saved Responses" icon located next to the ZendeskConnect logo.
3. Click the "Personalization Tags" option.
4. Click the personalization tag that you would like to insert into your email.
Personalization tags used in your saved responses will populate. If the contact in your ZendeskConnect account has a value for the selected field, you'll see the contact's value for that field. The field value will be purple and will have a lightning bolt icon.
If the contact does not yet exist in your ZendeskConnect account, or if the contact does not have a value for the selected field, you'll see the personalization tag instead. The personalization tag will be red and will have an alert icon.
Note that the purple and red callouts are only visible to the sender of the email.
If you try to send the email, a dialog box with a warning will appear letting you know that you have an empty value for the personalization tag:
You can either choose to send the email anyway or update the personalization by clicking either of the options presented. If you choose to update the personalization, the dialog box will close and you can delete the tag and type the field value directly into the email.
Once the email is sent, plain text will replace the callouts in your email. Text styling will not be present.
Insert saved responses into your Gmail emails
You and your team can leverage any saved response in your Gmail emails. A saved response is a time-saving solution that lets you insert insert phrases, messaging, and content that you frequently use into your communications. Saved responses are created in your ZendeskConnect account and can be accessed by anyone with an account login.
To insert a saved response into a Gmail email:
1. Open the email composer in your Gmail account.
2. Click the "Saved Responses" icon located next to the ZendeskConnect logo.
3. Click the "Saved Responses" option.
4. Click the saved response you would like to insert into your email.
The saved response will be added to the email.
Note on personalization tags
Personalization tags used in your saved responses will populate. If the contact in your ZendeskConnect account has a value for the selected field, you'll see the contact's value for that field. The field value will be purple and will have a lightning bolt icon.
If the contact does not yet exist in your ZendeskConnect account, or if the contact does not have a value for the selected field, you'll see the personalization tag instead. The personalization tag will be red and will have an alert icon.
If you try to send the email, a dialog box with a warning will appear letting you know that you have an empty value for the personalization tag:
You can either choose to send the email anyway or update the personalization by clicking either of the options presented. If you choose to update the personalization, the dialog box will close and you can delete the tag and type the field value directly into the email.
Once the email is sent, plain text will replace the callouts in your email. Text styling will not be present.
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