How to Use Substitute Variables in Systeme.io | Personalize Emails & Automate Forms

Introduction

In the world of digital marketing and customer interaction, personalization is key. One powerful method to achieve this is through the use of substitute variables in your email campaigns and forms within Systeme.io. This guide will walk you through the essentials of substitute variables, showcasing how to make emails tailored to the recipient and streamline your contact forms effectively.

What are Substitute Variables?

Substitute variables allow you to personalize communication with your website visitors. When a user submits their details—like first name, last name, or email address—you can send them automated emails that feel personal. For example, instead of a generic greeting, the email can say, "Hey Joe," or "Hello Mary."

You can choose to use the first name alone or include both first and last names. Additionally, Systeme.io allows the creation of custom fields, so you can gather more specific information, such as their mailing address or answers to questionnaires.

How to Implement Substitute Variables

Let’s break down how you can use substitute variables effectively within Systeme.io.

Step 1: Create a Custom Email

1. Access Your Email Editor: Navigate to your email marketing section in Systeme.io.
2. Insert a Substitute Variable: To personalize the email, click on the button that allows you to insert substitute variables. For example, type “Hey [First Name],” where [First Name] is the substitute variable.

Step 2: Utilize Custom Fields

You can also create custom fields to collect further information. For instance, if you want to know where your customers live, you can create a field for “Country.” When sending an email, you can use: “You live in [Country],” and it will fill in with the customer's actual country data automatically.

Step 3: Set Up Your Contact Form

When you set up a contact form, follow these steps:

1. Create a Form: Design your contact form with the fields you want, such as name, email, and message.
2. Add Automation Rules: Go to the automation section and set rules for sending emails:
   • To the user: Send a thank-you message using substitute variables to remind them of their submission.
   • To yourself: Get notified when someone submits a form with the sender’s details.

Step 4: Test the Setup

Perform a test submission to ensure everything works as expected. For instance, submit your details through the form and confirm that both the user and you receive the correctly personalized emails.

Step 5: Additional Use Cases

Substitute variables can also help segment your audience. You can ask questions like “How did you find us?” or gather social media handles. This information can be beneficial for targeted marketing and enhancing your customer relationship management (CRM).

Conclusion

Utilizing substitute variables in Systeme.io can significantly enhance the personalization of your communications and streamline the processing of inquiries. By tailoring your emails and collecting relevant information through forms, you build a more engaging experience for your users, leading to better customer satisfaction and engagement.

Keyword

• Substitute variables
• Personalization
• Systeme.io
• Custom fields
• Contact forms
• Automation rules
• Email marketing

FAQ

Q: What are substitute variables?
A: Substitute variables are placeholders that allow you to personalize emails by replacing them with actual data, like a user's first name or country.

Q: How can I create custom fields in Systeme.io?
A: You can create custom fields by accessing the form settings in Systeme.io and adding the desired fields to collect specific information.

Q: What is the benefit of using substitute variables?
A: Using substitute variables increases engagement by creating tailored messages that feel more personal, thereby enhancing customer satisfaction.

Q: Can I segment my audience using substitute variables?
A: Yes, you can ask specific questions in your forms to gather information that allows you to segment your audience for targeted marketing.

Q: How can I test if my setup works correctly?
A: You can perform a test submission through your contact form and check if the emails sent out contain the correct substitute variables.