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Personalize email configuration settings surface-personalization

For increased flexibility and control over your email settings, Journey Optimizer allows you to define personalized values for subdomains and headers when creating email configurations.

Add dynamic subdomains dynamic-subdomains

When creating an email configuration, you can set up dynamic subdomains based on specific conditions.

For example, if you have legal constraints to send messages from a dedicated email address per country, you can use dynamic subdomains. This allows you to create a single configuration with several sending subdomains corresponding to different countries - instead of creating multiple configurations for each country. You can then target customers based in various countries consolidated into one campaign.

To define dynamic subdomains in an email channel configuration, follow the steps below.

  1. Before creating a configuration, set up the subdomains you want to use for sending emails according to your use case. Learn how

    For example, let’s say you want to use different subdomains for different countries: set up one subdomain specific to US, one specific to UK, etc.

  2. Create a channel configuration. Learn how

  3. Select the Email channel.

  4. In the Subdomain section, enable the Dynamic Subdomain option.

  5. Select the Edit icon next to the first Condition field.

  6. The personalization editor opens. In this example, set a condition such as Country equals US.

  7. Select the subdomain you want to associate with this condition. Learn more on subdomains

    note note
    NOTE
    Certain subdomains are currently unavailable for selection due to pending feedback loop registration. This process may take up to 10 business days. Once complete, you can choose from all available subdomains.

    All recipients based in the US will receive messages using the selected subdomain for that country, meaning that all URLs involved (such as mirror page, tracking URL or unsubscribe link) will be populated based on that subdomain.

  8. Set other dynamic subdomains as wanted. You can add up to 50 items.

  9. Define all other email settings and submit your configuration.

Once you have added one or more dynamic subdomains to a configuration, the following items will be populated based on the resolved dynamic subdomain for this configuration:

  • All URLs (resource URL, mirror page URL and tracking URL)

  • The unsubscribe URL

  • The From email and Error email suffixes

NOTE
If you set up dynamic subdomains and then disable the Dynamic Subdomain option, all dynamic values are removed. Select a subdomain and submit the configuration for the changes to take effect.

Personalize your header personalize-header

You can also use personalization for all the header parameters defined in a configuration.

For example, if you have multiple brands, you can create a single configuration and use personalized values for your email headers. This allows you to make sure that all emails sent from your different brands are addressed to each of your customers with the correct From names and emails. Similarly, when your recipients hit the Reply button in their email client software, you want the Reply to names and emails correspond to the correct brand for the right user.

To use personalized variables for your configuration header parameters, follow the steps below.

NOTE
You can personalize all Header parameters fields, except the Error email prefix field.
  1. Define your header parameters as you would usually do. Learn how

  2. For each field, select the Edit icon.

  3. The personalization editor opens. Define your condition as wanted and save your changes.

    note note
    NOTE
    You can only select Profile attributes and Helper functions.

    Let’s say you want to handle dynamically emails sent on behalf of a sales assistant, where the sales assistant is retrieved from an event or campaign contextual parameters. For example:

    • In a journey, when a purchase event is linked to the sales assistant of a specific shop, the email header (sender name, sender email, reply to address) can be personalized with the sales assistant parameters, taken from the event attributes.

    • In an API-triggered campaign, initiated externally by a sales assistant, the triggered email can be sent on behalf of the sales assistant and the header personalization values taken from campaign contextual parameters.

  4. Repeat the steps above for each parameter you want to add personalization to.

NOTE
If you added one or more dynamic subdomains to your configuration, the From email and Error email suffixes will be populated based on the resolved dynamic subdomain.

View configuration details view-surface-details

When using a configuration with personalized settings in a campaign or a journey, you can display the configuration details directly within the campaign or the journey. Follow the steps below.

  1. Create an email campaign or journey.

  2. Select the Edit content button.

  3. Click the View configuration details button.

  4. The Delivery settings window displays. You can view all the configuration settings, including the dynamic subdomains and personalized header parameters.

    note note
    NOTE
    All information on this screen are read-only.
  5. Select Expand to display the dynamic subdomains’ details.

Check your configuration check-configuration

When using a personalized configuration in a campaign or a journey, you can preview your email content using test profiles to check for potential errors with the dynamic settings you defined. Follow the steps below.

NOTE
In addition to test profiles, Journey optimizer also allows you to test different variants of your content by previewing it and sending proofs using sample input data uploaded from a CSV / JSON file, or added manually. Learn how to test your content using sample input data

To preview your content using test profiles, follow these steps:

  1. From the edit content screen of your message or in the Email Designer, click the Simulate content button. Learn more

  2. Select a test profile.

  3. If an error is displayed, click the View configuration details button.

  4. Check the Delivery settings screen for the errror details.

Possible errors can be as follows:

  • The subdomain did not resolve for the selected test profile. For example, your configuration uses several sending subdomains corresponding to different countries, but the selected profile has no value defined for the Country attribute, or the attribute is set to France but this value is not associated with any subdomain in that configuration.

  • The selected profile has no associated values for one or more header parameters.

With any of these errors, email is not sent to the selected test profile.

To avoid this type of error, make sure the header parameters you define use personalized attributes with values for most of your profiles. Missing values can impact your email deliverability.

NOTE
Learn more on deliverability in this section
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