[Also applies to v8]{class="badge positive" title="Also applies to Campaign v8"}
Personalization fields personalization-fields
Personalization fields are used for first-level personalization of the content of delivered messages. The fields you insert in a main content show the position where to insert the data from the selected data source.
For example, the personalization field with the <%= recipient.LastName %> syntax tells ÃÛ¶¹ÊÓƵ Campaign to insert the name of the recipient into the database (recipient table).
Data sources data-sources
Personalization fields can come from two types of data source, according to the delivery mode selected:
- The ÃÛ¶¹ÊÓƵ Campaign database is the data source. This is the most common case, with for example ‘recipient personalization fields’. These are all the fields defined in the recipients table, whether standard fields (typically: last name, first name, address, town, date of birth, etc.) or user defined fields.
- An external file is the data source. These are all the fields defined in the columns of the file presented as input during a delivery using the data found in an external file.
Inserting a personalization field inserting-a-personalization-field
To insert personalization fields, click the drop-down icon that is accessible from any header, subject, or message body editing field.
After the selection of a data source (recipient fields or file field), this insertion takes the form of a command that will be interpreted by ÃÛ¶¹ÊÓƵ Campaign and replaced by the value of the field for a given recipient. The physical replacement can then be viewed in the Preview tab.
Personalization fields example personalization-fields-example
We create an email in which we will first insert the name of the recipient and then add the profile creation date in the body of the message. To do this:
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Create a new delivery or open an existing email type delivery.
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In the delivery assistant, click Subject to edit the subject of the message and enter a subject.
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Enter " Special offer for " and use the button in the toolbar to insert a personalization field. Select Recipients>Title.
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Repeat the operation to insert the name of the recipient. Insert spaces between all the personalization fields.
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Click OK to validate.
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Insert the personalization in the message body. To do this, click in the message content and click the field insertion button.
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Select ¸é±ð³¦¾±±è¾±±ð²Ô³Ù>°¿³Ù³ó±ð°ù….
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Select the field with the information to display and click OK.
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Click the Preview tab to view the personalization result. You must select a recipient to display that recipient’s message.
note note NOTE When a delivery is part of a workflow, you can use the data from the temporary workflow table. This data is grouped in the Target extension menu. For more on this, refer to this section.
Optimizing personalization optimizing-personalization
You can optimize personalization using a dedicated option: Prepare the personalization data with a workflow, available in the Analysis tab of the delivery properties. For more on analyzing the delivery, see this section.
During the delivery analysis, this option automatically creates and executes a workflow that stores all of the data linked to the target in a temporary table, including data from tables linked in FDA.
Checking this option can highly improve the delivery analysis performance when a lot of data are being processed, especially if the personalization data come from an external table through FDA. For more on this, see Accessing an external database (FDA).
For example, if you are experiencing performance issues when delivering to a high number of recipients while using a lot of personalization fields and/or personalization blocks in the content of your messages, this option can accelerate the handling of personalization and therefore the delivering of your messages.
To use this option, follow the steps below:
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Create a campaign. For more on this, refer to this section.
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In the Targeting and workflows tab of your campaign, add a Query activity to your workflow. For more on using this activity, refer to this section.
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Add an Email delivery activity to the workflow and open it. For more on using this activity, refer to this section.
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Go to the Analysis tab of the Delivery properties and select the Prepare the personalization data with a workflow option.
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Configure the delivery and start the workflow to launch the analysis.
Once the analysis is done, the personalization data are stored in a temporary table through a temporary technical workflow that is created on the fly during the analysis.
This workflow is not visible in the ÃÛ¶¹ÊÓƵ Campaign interface. It is only meant to be a technical means to quickly store and handle personalization data.
Once the analysis is complete, go to the workflow Properties and select the Variables tab. There you can see the name of the temporary table that you may use to make an SQL call in order to display the IDs that it contains.
Timing out personalization phase timing-out-personalization
To improve delivery protection, you can set a time-out period for the personalization phase.
In the Delivery tab of the Delivery properties, select a maximum value in seconds for the Maximum personalization run time option.
During preview or sending, if the personalization phase exceeds the maximum time that you set in this field, the process will be aborted with an error message and the delivery will fail.
The default value is 5 seconds.
If you set this option to 0, there will be no time limit for the personalization phase.
Personalization tab personalization-tab
In the Delivery Properties, you have a Personalization tab.
You can find there the possibility to add data to the profile query of the targeting dimension by clicking on the “Edit the recipient profile loading queryâ€. You can use the data extracted directly within an expression to extract what you really need. Those data will be added to the context.
If the data you want to add is not in the targeting dimension, you can click on “Add objects in the execution context of the scriptsâ€.
You can select there the object schema that you need, then you can use those data inside your Javascript code, which will be executed during the delivery preparation.
By adding the object schema, you can select the fields you want to add to the context :
Tutorial video personalization-fields-video
Learn how to add a personalization field to the subject line and the content of an email delivery.
Additional Campaign Classic how-to videos are available here.