How to Use Custom Fields in 1:Many Emails in ClientSuccess?

Hi everyone,

I recently came across the feature in ClientSuccess that allows you to use Custom Fields as placeholders in 1:Many Emails. I understand that this can help personalize emails, but I’m not entirely sure how to set it up. I see there’s a toggle option in the Global Settings > Field Settings called "USE AS PLACEHOLDER FOR 1:MANY EMAILS," but I’m wondering if anyone can walk me through the process of enabling and using this feature effectively.
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Specifically, I’m curious about:

How to ensure my Custom Fields are set up properly for use as placeholders.
Any tips for using this feature to make email campaigns more targeted and effective.
If there are any limitations or best practices I should be aware of when using this with different client segments.
Thanks in advance for your help! Looking forward to hearing your insights.