How to set up personalized email delivery
To customize a text in the ICOMMKT platform, the following format must be used: <*field*>. Where FIELD is the exact name of the column that contains the data (within the database) that you want to customize. The system will not take into account upper and lower case letters.
Example
If you want to use the field "name_surname", which is contained in the contact profile (database), the correct way to write the personalization would be: <*name_surname*>
If, on the other hand, you type <*namesurname*> or any other combination, the system will not allow you to approve the sending of the email and will report an incompatibility between the selected piece and the profile(s) in question.
This option can only be used in HTML pieces, with editable text spaces, or in editable templates that have text spaces.
It is not compatible with Teasser pieces (jpg).
Anything with text on a piece can be personalized.
Once inside the selected editor:
Enter the text editor (HTML Template or Editor)
On the right side of the editor, there is the option to customize text from the profile data: “Profile Fields”
Write the name of the profile that will be included in the shipment.
Once the profile is selected, the fields that it has in it will automatically appear.
Select the field you want to customize in the text
Use the + button to add the desired field in the text. In this way, the system will replace the code <*name*> with the contact information.
If more than one database is included for custom shipping, they must all have the field worded the same. Otherwise, customization will not be compatible with all databases.
See more details about[ HTML Newsletter](/en-us/article/how-to-crate-html-newsletter-1lj1mwb/) in this article.
If more than one database is included for custom shipping, they must all have the field worded the same. Otherwise, customization will not be compatible with all databases.
Check more details about Newsletter Editor in this article.
Select the option Approve and Schedule to go to the shipping configuration
Another option to use custom fields is when configuring shipping. In this instance you can customize the subject text and the preheader.
In the Delivery Configuration section
In the Configuration Data tab, use the tool-shaped icon next to the Subject field
Select Personalize Subject
Before selecting the option to personalize subject, make sure to select the profiles to which the communication will be addressed in the Profiles and Audience tab.
Select the profile data you want to include in the personalized text
Choose one of the data contained in the profile to customize the subject text.
Ready. The personalized data will be included in the text of the subject or preheader.
If you select more than one database to send, the platform will perform a matching between their fields and will only allow you to use the fields that all of them contain as a common factor.
Example
If you want to use the field "name_surname", which is contained in the contact profile (database), the correct way to write the personalization would be: <*name_surname*>
If, on the other hand, you type <*namesurname*> or any other combination, the system will not allow you to approve the sending of the email and will report an incompatibility between the selected piece and the profile(s) in question.
This option can only be used in HTML pieces, with editable text spaces, or in editable templates that have text spaces.
It is not compatible with Teasser pieces (jpg).
Customize text in HTML Newsletter
Anything with text on a piece can be personalized.
Once inside the selected editor:
Enter the text editor (HTML Template or Editor)
On the right side of the editor, there is the option to customize text from the profile data: “Profile Fields”
Write the name of the profile that will be included in the shipment.
Once the profile is selected, the fields that it has in it will automatically appear.
Select the field you want to customize in the text
Use the + button to add the desired field in the text. In this way, the system will replace the code <*name*> with the contact information.
If more than one database is included for custom shipping, they must all have the field worded the same. Otherwise, customization will not be compatible with all databases.
See more details about[ HTML Newsletter](/en-us/article/how-to-crate-html-newsletter-1lj1mwb/) in this article.
Customize text in Newsletter Editor
If more than one database is included for custom shipping, they must all have the field worded the same. Otherwise, customization will not be compatible with all databases.
Check more details about Newsletter Editor in this article.
Once the piece is customized, configure the delivery with subjects and preheaders.
Select the option Approve and Schedule to go to the shipping configuration
Customize Issues/Preaheaders
Another option to use custom fields is when configuring shipping. In this instance you can customize the subject text and the preheader.
In the Delivery Configuration section
In the Configuration Data tab, use the tool-shaped icon next to the Subject field
Select Personalize Subject
Before selecting the option to personalize subject, make sure to select the profiles to which the communication will be addressed in the Profiles and Audience tab.
Select the profile data you want to include in the personalized text
Choose one of the data contained in the profile to customize the subject text.
Ready. The personalized data will be included in the text of the subject or preheader.
If you select more than one database to send, the platform will perform a matching between their fields and will only allow you to use the fields that all of them contain as a common factor.
Updated on: 05/02/2023
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