ÃÛ¶¹ÊÓƵ

DocumentationCampaignCampaign Standard Documentation

Personalizing email content personalization

Last update: Thu May 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Intermediate
  • User

The content and display of messages delivered by ÃÛ¶¹ÊÓƵ Campaign can be personalized in several different ways. These ways can be combined according to criteria depending on the profiles. In general, ÃÛ¶¹ÊÓƵ Campaign allows you to:

Personalizing the sender personalizing-the-sender

To define the name of the sender which will appear in the header of messages sent, go the Properties tab of the Email Designer home page (accessible through the home icon). For more on this, see Defining the sender of an email.

You can change the sender name by clicking the Sender name block. The field then becomes editable and you can enter the name you would like to use.

This field can be personalized. To do this, you can add personalization fields, content blocks and dynamic content by clicking the icons below the sender name.

NOTE
The header parameters must not be empty. The sender’s address is mandatory to allow an email to be sent (RFC standard). ÃÛ¶¹ÊÓƵ Campaign checks the syntax of email addresses entered.

Personalizing URLs personalizing-urls

ÃÛ¶¹ÊÓƵ Campaign allows you to personalize one or several URLs in your message by adding personalization fields, content blocks, or dynamic content to them. To do this:

  1. Insert an external URL and specify its parameters. See Inserting a link.

  2. If not displayed, click the pencil next to the selected URL in the Settings pane to access the personalization options.

  3. Add the personalization fields, content blocks, and dynamic contents that you want to use.

  4. Save your changes.

NOTE
When the URL signature mechanism for tracking links is disabled, personalizing URLs cannot be applied to the domain name, nor to the URL extension. An error message will be displayed during message analysis if personalization is incorrect.
When selecting a content block, you are not allowed to select elements such as Link to mirror page. This type of blocks is forbidden inside a link.

Inserting a personalization field inserting-a-personalization-field

ÃÛ¶¹ÊÓƵ Campaign allows you to insert a field from the database into your page such as the profile’s first name.

NOTE
The images below show how to insert a personalization field using the Email Designer for an email.

To add a personalization field to the content:

  1. Click inside a text block, click the Personalize icon from the contextual toolbar and select Insert personalization field. For more on the Email Designer interface, see this section.

  2. Select the field that you would like to insert into your page content.

  3. Click Confirm.

The field name appears in the editor and it is highlighted.

Once personalization is generated (when previewing and preparing the email for example), this field will be replaced by the value corresponding to the targeted profile.

NOTE
If the email is created from a workflow, the additional data computed in the workflow is also available in the personalization fields. For more information about adding additional data from a workflow, refer to the Enriching data section.

Adding a content block adding-a-content-block

ÃÛ¶¹ÊÓƵ Campaign offers a list of pre-configured content blocks. These content blocks are dynamic, personalized and have a specific rendering. For example, you can add a greeting or a link to the mirror page.

NOTE
The images below show how to insert a content block using the Email Designer for an email.

To add a content block:

  1. Click inside a text block, click the Personalize icon from the contextual toolbar and select Insert content block. For more on the Email Designer interface, see this section.

  2. Select the content block that you would like to insert. The blocks available vary depending on the context (email or landing page).

  3. Click Save.

The name of the content block appears in the editor and it is highlighted in yellow. It will automatically adapt to the profile when the personalization is generated.

The out-of-the-box content blocks are:

  • Database URL in emails (EmailUrlBase): This content block can only be used in a delivery.
  • Mirror page URL (MirrorPageUrl): This content block can only be used in a delivery.
  • Link to mirror page (MirrorPage): This content block can only be used in a delivery.
  • Greetings (Greetings)
  • Unsubscription link (UnsubscriptionLink): This content block can only be used in a delivery.
  • Social network sharing links (LandingPageViralLinks): This content block can only be used in a landing page.
  • Default sender name (DefaultSenderName): This content block can only be used in a delivery.
  • Name of default reply-to email address (DefaultReplyName): This content block can only be used in a delivery.
  • Email address of default sender (DefaultSenderAddress): This content block can only be used in a delivery.
  • Default error email address (DefaultErrorAddress): This content block can only be used in a delivery.
  • Default reply-to email address (DefaultReplyAddress): This content block can only be used in a delivery.
  • Brand name (BrandingUsualName)
  • Link to the brand website (BrandingWebSiteLink)
  • Brand logo (BrandingLogo)
  • Notification style (notificationStyle)

Creating custom content blocks creating-custom-content-blocks

You can define new content blocks that will be inserted into a message or landing page.

To create a content block, follow these steps:

  1. Click Resources > Content blocks from the advanced menu to access the list of content blocks.

  2. Click the Create button or duplicate a pre-existing content block.

  3. Enter a label.

  4. Select the block’s Content type. There are three options available:

    • Shared: The content block can be used in a delivery or a landing page.
    • Delivery: The content block can only be used in a delivery.
    • Landing page: The content block can only be used in a landing page.

  5. You can select a Targeting dimension. For more on this, see About targeting dimension.

  6. You can select the Depends on format option to define two different blocks: one for HTML emails, and one for emails in text format. Two tabs will then be displayed in the editor (HTML and Text) to define the corresponding contents.

  7. Enter the content of the content block(s), and click the Create button.

Your content block can now be used in the content editor of a message or a landing page.

CAUTION
When editing the content of a block, make sure there are no extra white spaces between the beginning and the end of your if statements. In HTML the white spaces are displayed on screen and they will therefore impact your content layout.

About targeting dimension about-targeting-dimension

The targeting dimension enables you to define in which type of message you can use the content block. This is to prevent using inappropriate blocks in a message, which may lead to errors.

Indeed, when editing a message, you can only select content blocks with a targeting dimension that is compatible with that message’s targeting dimension.

For example, the Unsubscription link block’s targeting dimension is Profiles because it contains personalization fields specific to the Profiles resource. Therefore, you cannot use an Unsubscription link block in an event transactional message, because the targeting dimension of that type of message is Real-time events. However, you can use the Unsubscription link block in a profile transactional message, because the targeting dimension of that type of message is Profiles. Finally, the Link to mirror page block does not have a targeting dimension, so you can use it in any message.

If you leave this field empty, the content block will be compatible with all messages, no matter what the targeting dimension is. If you set a targeting dimension, that block will only be compatible with messages that have the same targeting dimension.

For more on this, refer to Targeting dimensions and resources.

Related topics:

Personalizing an image source personalizing-an-image-source

ÃÛ¶¹ÊÓƵ Campaign allows you to personalize one or several images in your message according to a particular criterion or to use tracking. This is done by inserting personalization fields, content blocks, or dynamic content into the image source. To do this:

  1. Insert an image into the content of your message, or select an image that is already present.

  2. In the image properties palette, check the Enable personalization option.

    The Source field is displayed and the image selected is shown as personalized in the editor.

  3. Click the pencil next to the Source field button to access the personalization options.

  4. After having added the image source, add the personalization fields, content blocks, and dynamic contents that you like.

    note note
    NOTE
    The domain name (http://mydomain.com) cannot be personalized, it has to be entered manually. The rest of the URL can be personalized. For example: http://mydomain.com/ [Gender] .jpg

  5. Confirm your changes.

Conditional content conditional-content

Defining a visibility condition defining-a-visibility-condition

You can specify a visibility condition on any element. It will only be visible if the condition is respected.

To add a visibility condition, select a block and enter the condition to be respected in the Visibility condition field of its settings.

This option is only available for the following elements: ADDRESS, BLOCKQUOTE, CENTER, DIR, DIV, DL, FIELDSET, FORM, H1, H2, H3, H4, H5, H6, NOSCRIPT, OL, P, PRE, UL, TR, TD.

The expression editor is presented in the Advanced expression editing section.

These conditions adopt the XTK expression syntax (e.g. context.profile.email !=‘’ or ³¦´Ç²Ô³Ù±ð³æ³Ù.±è°ù´Ç´Ú¾±±ô±ð.²õ³Ù²¹³Ù³Ü²õ=‘0’). By default, all fields are visible.

NOTE
A condition cannot be defined for a block that already contains a sub-element with a dynamic content or a block that already makes up a dynamic content. Non-visible dynamic blocks like drop-down lists cannot be edited.

Defining dynamic content in an email defining-dynamic-content-in-an-email

In an email, you can define different contents which will be displayed dynamically to the recipients according to the conditions defined via the expression editor. For example, from the same email, you can ensure that each profile receives a different message according to their age range.

Defining dynamic content is different from defining visibility conditions.

  1. Select a fragment, a component or an element. In this example, select an image.

  2. Click the Dynamic content icon from the contextual toolbar.

    The Dynamic content section appears in the palette on the left.

    By default, this section contains two elements: the default variant and a new variant.

    note note
    NOTE
    The content must always have a default variant. You cannot delete it.

  3. Click the Edit button to define the display conditions for the first alternative variant.

  4. Specify a label and select the fields that you want to set as conditions. For example, from the General node, select the Age field

  5. Set the filtering conditions. For example, you want a different content to be displayed to people aged between 18 and 25 years old.

  6. Once all the conditions are set, define the order of priority in which the condition will be applied and save your changes.

    The contents will be displayed in the palette in order of priority, from top to bottom. For more on priorities, refer to this section.

  7. Upload a new image for the variant you just defined.

    The recipients aged between 18 and 25 years old will see the new image.

  8. Click Add a condition to add a new content and its linked rule.

    For example, you can add a different image to be displayed to people aged between 26 and 35 years old.

  9. Proceed similarly for any other element of your email that you want to be displayed dynamically. It can be text, button, fragment, etc. Save your changes.

CAUTION
Once you have prepared your message and before sending it, test it using a proof. If you do not do this, some errors may not be detected and the email may not be sent.

Related topics:

Order of priority order-of-priority

In the expression editor, when you define a dynamic content, the order of priority is as follows.

  1. You define two different dynamic contents with two different conditions, for example:

    Condition 1: the gender of the profile is masculine,

    Condition 2: the profile is between 20 and 30 years old.

    Some profiles in your database correspond to the two conditions but only one email with one dynamic content can be sent.

  2. You therefore have to define the priority for the dynamic contents. A condition with an order of priority of 1 (and therefore the corresponding dynamic content) will be sent to a profile even if another condition whose priority order is 2 or 3 is also met by this profile.

You can only define one order of priority per dynamic content.

Example: Email personalization example-email-personalization

In this example, a member of the marketing service team has created an email to inform some of their clients that there is a special offer just for them. The team member decided to personalize the email according to the clients’ respective ages. Clients aged between 18 and 27 years old will receive an email containing a different image and slogan to those that the clients older than 27 will receive.

The email is created as follows:

  • Dynamic contents are applied to the image and these dynamic contents are configured according to age range.

    Adding and configuring dynamic content is detailed in the Defining dynamic content in an email section.

  • Personalization fields and dynamic contents are applied to the text. Depending on the age range of the profile, the email starts with either the profile’s first name, or the profile’s title and last name.

    Adding and configuring the personalization fields is detailed in the Inserting a personalization field section.

Configuring images configuring-images

In this example, the dynamic contents applied to the images are configured as follows:

To target 18-27-year-old:

  1. Select the dynamic content in the Properties palette and click the Edit button.

  2. Edit the label then select the Age field from the Profile node.

  3. Select the Greater than or equal to operator then enter 18 to create the older than 18 expression.

  4. Add a new Age condition.

    Select the Less than or equal to operator followed by 27 in the value field to create the younger than 27 expression.

  5. Confirm your changes.

To target profiles aged 27 and above:

  1. Select the dynamic content from the palette and edit it.

  2. Edit the label then select the Age field from the Profile node.

  3. Add the Greater than operator followed by 27 in the value field to create the older than 27 expression.

  4. Confirm your changes.

Your dynamic contents are correctly configured.

Configuring text configuring-text

In this example, the dynamic contents applied to the texts are configured as follows:

To target profiles aged between 18-27:

  1. Select the structure component you want and add a dynamic content.

  2. Edit the dynamic content and configure the targeting expressions. Refer to Configuring images.

  3. In the structure component, at the desired position, click the Personalize icon from the contextual toolbar and select Insert personalization field.

  4. In the list that appears, select the First name field and confirm.

  5. Your personalization field is then perfectly inserted into the dynamic content selected.

To target profiles aged 27 and above:

  1. Select the structure component you want and add a dynamic content.

  2. Edit the dynamic content and configure the targeting expressions. Refer to Configuring images.

  3. In the structure component, at the desired position, click the Personalize icon from the contextual toolbar and select Insert personalization field.

  4. Select Title from the drop-down list.

  5. Proceed similarly to add the Last name field.

Your personalization fields should now be perfectly inserted into the chosen dynamic content.

Previewing emails previewing-emails

Previewing allows you to check that the personalization fields and the dynamic contents are configured correctly before sending the Proofs. During the preview, you can select different test profiles corresponding to the email targets.

Without test profiles, the email that appears by default is:

The email does not have personalization fields in the slogan, and the default image is used.

The first test profile corresponds to a client aged between 18 and 27. By selecting this profile, the following email appears:

The personalization field that corresponds to the 18-27-year-old expression, specifically the profile’s first name, is configured correctly and the image has also changed according to the profile.

The second profile corresponds to a client aged over 27 and generates the following email:

The image has changed thanks to the dynamic content, and the slogan that appears is the more formal slogan defined for this targeted public.

Related topics:

recommendation-more-help
3ef63344-7f3d-48f9-85ed-02bf569c4fff