---
title: How to Automatically Capture Preliminary User Details When Sending Emails
description: Learn how to add tags in while building up email campaigns to automatically record an individual user's first name, last name, and email address while sending out emails through campaigns or regular system emails.
---
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# How to Automatically Capture Preliminary User Details When Sending Emails
## Learn how to add tags in while building up email campaigns to automatically record an individual user's first name, last name, and email address while sending out emails through campaigns or regular system emails.
**Step 1: Access the Marketing Section**
- **Navigate to the Backend:** Log into your platform's backend where you manage settings and content.
- **Select the Marketing Section:** Once logged in, locate and click on the 'Marketing' section. This area is dedicated to tools and settings that help you manage promotional activities and communications.
**Step 2: Create a New Email Template**
- **Go to System Emails:** Within the Marketing section, find and select 'System Emails.' This subsection contains options to manage and customize emails sent from your system.
- **Initiate Template Creation:** Click on the 'Create Template' button. This action will take you to a template editor where you can start designing your email.
**Step 3: Use System Tags for Customization**
- **Access System Tags:** Look for the 'Copy Tags' button located at the top right-hand side of the template editor screen. Clicking this will open a pop-up displaying all available system tags.
- **Copy and Use Tags:** These tags are placeholders that automatically pull in specific data (like user names, event details, or dates) into emails. Browse through the tags, copy the ones that suit the data you need to include in your emails, and paste them into your draft template at the appropriate places.
**Step 4: Finalize and Implement the Email Template**
- **Incorporate Tags into Your Email:** Place the copied tags in the relevant sections of your email template to ensure that specific details are dynamically filled when emails are sent out. This customization allows for a more personalized communication experience for recipients.
- **Save and Test Your Template:** After setting up your email with the necessary system tags, save your template. It is advisable to send a test email to yourself or a team member to ensure all data is correctly populated and the email appears as intended.
**Conclusion:** Customizing system email templates using system tags not only streamlines the process of sending out personalized communications but also enhances the professional appearance of your emails. By following these steps, you can ensure that each recipient receives information that is relevant and specifically tailored to them, increasing the effectiveness of your digital marketing efforts.
**Best Practices:**
- **Regularly Update Templates:** As your platform evolves, regularly update your email templates to include new tags and information, ensuring that your communications remain relevant.
- **Monitor Engagement:** Keep track of how recipients interact with your emails (e.g., open rates, click-through rates) to gauge the effectiveness of your templates and make necessary adjustments.
With these practices in place, your system emails can become a powerful tool for engagement, ensuring that important information is conveyed accurately and efficiently to all stakeholders.
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