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Add names, links and scores to campaign emails

Last reviewed: 2026-11-02

Every campaign email can greet each lead by name, show their points and give them their own share link. The editor’s Insert menu adds these for you, so you don’t have to type or remember any tags.

The email editor with a First name chip, share buttons and a Status page link chip in the message

  • First name: Their first name, or “there” if they skipped the name field.
  • Last name, Email address: Their last name or email address.
  • Your form fields: Anything else your signup form asks for, listed by the field’s label.
  • Personal referral link: Their share link, written out in full. Friends who use it count for them.
  • Status page link: A link (text “Check your status”) to their points and share page.
  • Verify email link: The confirm link. Only offered in the verification email.
  • Points: Their current score.
  • Leaderboard place: Their place by points.
  • Signup position: Their place in signup order, handy for waitlists.
  • Friends referred: How many friends signed up with their link.
  • Coupon code: A code from your uploaded codes, or the page’s shared code.
  • Campaign contact email: The contact email for your campaign.

Campaigns that count referrals from friends of friends also get Total referrals in their network.

  1. Open the campaign and select Emails in the left menu.

  2. Open the email you want to edit, such as Automatic reply, the Verification email or a reward email.

  3. Click in the Message where the detail should go.

  4. Select Insert in the editor toolbar and pick an item. The menu is grouped into Lead details, Links, Progress and Campaign.

    The Insert menu open over the message, showing Lead details and Links

  5. The detail appears in your message as a named chip, such as First name. To change a link’s words, select the link text inside its chip and type new text.

    The Insert menu scrolled to Links, Progress and Campaign

  6. Select Save for that email (for example, Save automatic reply), then enter your address and select Send test to see it filled in.

Chips save as standard email tags, and tags you type by hand still work. Logic tags such as {% if %} stay as plain text in the editor.

If you prefer to write tags in the visual editor or in Edit HTML source, these are the same ones the Insert menu adds:

  • {{ lead.given_name | default: "there" }} first name with a fallback
  • {{ lead.family_name }} and {{ lead.email }}
  • {{ lead.custom_fields.FIELD_NAME }} any form field. Replace FIELD_NAME with the field’s key.
  • {% page_link %} personal referral link
  • {% status_page_link Check your status %} status page link with your own link text
  • {% verify_link Confirm my email %} verify link, for the verification email
  • {{ lead.contest_score }} points, {{ lead.contest_score_rank }} leaderboard place, {{ lead.rank }} signup position, {{ lead.conversions }} friends referred
  • {{ lead.discount_code }} coupon code and {{ campaign_email }} campaign contact email

The older thankyou_link tag still works as another name for status_page_link. A status link needs a status destination; see set a personal status link.

  • Put the Status page link or Share buttons near the top of the automatic reply. That’s the moment people are most likely to share.
  • Signup position suits waitlists; Points and Leaderboard place suit giveaways and contests.
  • Test with a lead that has the data you inserted. A brand-new test lead has no referrals yet, and only the points your campaign gives for joining.
  • Add one-tap sharing with the toolbar’s Share buttons. Add share buttons to campaign emails.

Need help? Email support@kickofflabs.com with the campaign URL, which email you’re editing, and what the test email showed.