In the email edition, you can create content that adapts depending on which recipient receives the email.
There are 2 methods for personalization:
- Displaying the value of a field from the contact's profile (e.g., display the first name: "Hello Emily,").
- Displaying a dynamic content that adapts depending on the contact's profile or other behavioral data (e.g., a content that is different for men and women).
Besides these methods, you can also add display conditions to indicate if a content (a block or a section) is displayed to a contact or not according to a predefined condition.
Personalization
When editing an email block, you can add personalization by clicking the personalization icon:
You will then have 2 method options:
You can insert a value contained in the profile or behavioral data on the recipient. We will use the City field example to display the city of the contact in the email.
To start, go to the edition of the block involved, click the personalization icon and select the City field:
The necessary code to fetch the city from the contact's profile and display it in the email will be added automatically:
Thus, the contact who receives the email will see here his/her city if it is in the contact's profile.
Tips to avoid an empty personalization When you insert personalization, make sure to choose a field that contains a value to avoid personalization that doesn't display. To make sure it doesn't happen, you can indicate a default value (the most frequent value) or force the addition of a value when creating a new contact: To edit fields, go to:Project → Data Management → Project Fields |
You can insert a content that displays only if the contact meets a condition. If the contact doesn't meet that condition, we can display a generic alternative content.
To start, go to the edition of the block involved, click the personalization icon and add a contact that displays only if the contact meets the condition:
Thus, a content for your Canadian audience will be displayed for contacts with "Canada" as the country in their profile. The content of the Else will be displayed to contacts with another value in the Country field. It is not required to have a content for the Else, however. it recommended to have an alternative content (fallback) in the case in which the contact has no value in that field.
The code generated in that case will be:
Display Conditions
The display conditions can be used to display a block or a section to a recipient if that contact meets a condition based on the profile or other behavioral data, such as the CLTV or the purchasing preferences. If the contact doesn't meet the condition, the block or the section won't be displayed at all. There is no alternative content.
Adding display condition (s)
When editing a block or a section, you can add a condition for this block or section to appear or not.
Select a field or an e-commerce indicator, then indicate the value or the field to use for the comparison (a fixed value or a field):
For the comparison value, you could write it in DI# by checking Expression.
You could write the condition in DI# language by checking the Expression option. When the data comes from the contact database, you need to add the prefix f_ in front of the field code.
The basic structure is as follows:
- Contact.f_fieldcode == "value"
To create the English version of a message, and assuming that the code for the language field is "Language", here is what you would have as a condition:
- Contact.f_Language == "en-US"
It is important to respect lower/upper cases. For instance, "Contact" must always start with a capital letter.
The following examples are based on the field type:
Text field
- Contact.f_Language == "english"
Number field
- Contact.f_idMember< 1000
Date field
- Contact.f_RenewalDate > 2000.01.01
True/False field
- Contact.f_Member == 1
- Contact.f_Member == 0
Other examples
- Value of "Number" field is between 1000 and 2000:
- Contact.f_Number > 1000 && Contact.f_Number < 2000
- Value of "Price" field is equal to 20 or 25 $ :
- Contact.f_Price == 20 || Contact.f_Price == 25