1. Merge tags (always available)
Merge tags drop a contact’s data into your email. Insert them from the Variables menu in the editor. A tag looks like{{firstName}} and is replaced with that person’s value
when the email sends.
You can use:
- The system fields — email, first name, last name, phone.
- Any of your custom fields — by their code, e.g.
{{company_size}}. See Custom fields. - Sender fields —
{{sender.name}}and{{sender.email}}, the mailbox the email is sent from. {{unsubscribeUrl}}— the one-click unsubscribe link (see Compliance).
Always add a fallback
Some contacts won’t have every field filled in. Give tags a fallback so the email still reads well:firstName is empty, this becomes “Hi there,”.
Conditionals
Show a whole phrase only when a field exists:{% else %} branch for the case when it’s empty.
Spintax — a unique email every time
Wrap alternatives in braces separated by|, and Norbelys picks one per recipient:
The Send test & preview button renders your email with the exact same engine that
sends it — what you see in the preview is byte-for-byte what a recipient gets.
2. AI personalization at send time (optional)
For deeper personalization, turn on Personalize on the email’s meta bar. Instead of using merge tags, Norbe writes a fresh version of the email for each person at the moment it sends — mentioning their industry, city, or whatever you ask for.1
Set a writing instruction
Tell Norbe what to do — for example “Mention their city,” “Direct, no-fluff tone,” or
“Goal: book a 15-minute call.” Presets are provided.
2
Choose research sources
Let Norbe draw from the person’s fields, company data, and their company website.
3
Keep a safety fallback
Your written email becomes the safety fallback. It must have a subject and body so
there’s always something to send.
4
Preview with a real person
Pick a real contact and generate a live example through the actual send path before
you turn it on.
Send-time personalization can never break your sending. If the AI half-configured or the
model is slow, the person simply gets your written fallback — “sending never waits for
AI.” Turning personalization off means everyone gets that fallback copy.
Which should I use?
- Reach for merge tags for reliable, fast, one-to-one touches like names, companies, and simple conditionals — they always work and cost nothing extra.
- Reach for AI personalization when you want each email genuinely tailored and are okay spending AI credits on it. It’s included in your plan’s AI allowance (see Billing).