Personalizing communications

There are two types of data fields. In both email and SMS, use these to:
  • Insert the current date at the time of sending
  • Insert additional data relevant to the recipient, such as their name

Here's an example:

 

Add data fields to communications or templates

  1. Select the data source from the Select Data Source list. Optional.
  2. On the Element Editor tab, click to mark the insertion point.
  3. Select the field from the Insert Data Field list. This lists all the available fields in the data source. For templates without a data source, select [Add Custom Field] and type in the field name.

    A red field is a reminder that the field isn't in the current data source, or there's no data source selected:

    Note: You can set a default that's used if a record in the data source doesn’t have a value for the field. In the example above, colleague will be used when there is no firstname value. To set a default later, go to the Element Editor tab and click the data field.

Previewing the communication in the editor

  1. Select the data source from the Select Data Source list. If there's no data source you'll see the defaults instead of the data.
  2. Click to show the Data Preview Bar (bottom left). Click this again at any time to hide the bar.
  3. Click Enable Preview to show the data.
  4. For email communications, click (top left) to change the screen size of the preview.

Using dates (system fields)

The system fields always insert the current date at the time of sending the campaign. If you want fixed dates then enter these as text. These fields are empty when sending a test email (so you need to enter the date you want to use as the current date when you send the test email).

Testing the communication

Preview the communication and click through the records in the data source to check that the data (and any defaults you've set) work with the communication. For both email and SMS, you can also send some test emails or messages.
Important: The differences across different email clients can be quite significant. Sending test emails is a good way to check the communication in different email clients and at different screen sizes.

Adding data fields to email subject lines

To use data fields from the data source in the email subject line, enter the field name in double curly brackets like this {{field}}. For example:

To set a default if a record in the data source doesn't have a value for the field, use the following syntax:

{{field or 'DefaultValue'}}

For example:

{{firstname or 'Dear colleague'}}