Personalisation

Personalisation allows you to individualise emails by using data stored in core or data tables.

On this page:

Basic Example

A very basic example of first name personalisation, using the salutation 'Dear', would look something like this: 

Dear [* data('first_name') *]

This would appear in the campaign preview as Dear FirstName. The process is simply taking the data from the field in the relevant core or data table and inserting the value into the email within single quotes.

Note: To include a data field value, use the data table ID enclosed in single quotes. For example, if the city field lives in data table ID 12, city personalisation would look like this:

[* data('12.city') *]

To make sure it is working as you expect, you can preview your email using real data, to see how your personalisation would affect the email display.

The way in which personalisation added will vary depending on which editor you are using.

Email Editor Personalisation

The Email Editor allows personalisation on certain regions by clicking the crossed tools icon in the editor. This is only available if it is coded into your template.

The types of personalisation available will differ depending on the type of region.

These are the personalisations available to different regions:

  • Text lines & Text boxes: Personalisation, Function, Form link
  • Link URL: File link, Form link, Share link
  • Link Text: Personalisation, Function
  • HTML box & Source box: Personalisation, Function, File link, Form link, Share link, Image

Note: It is possible that more complex conditional content will be written within your template, too.

Upon clicking you will be requested to choose the Core/Data table and then a subsequent table field, alongside filters which are optional (though HTML escape is recommended).

HTML Editor Personalisation

There are three different options when adding personalisation to your HTML Editor Content. Using the Personalisation button, into the HTML Editor itself or adding to the source code—the latter two follow the same rules and are discussed below.

The easiest way to add personalisation in the HTML editor is to use the personalisation link. You will be presented with the same pop-up as with the Email Editor to choose your core/data table and field, to be placed into your content.

Manual Application

It is possible to add personalisation directly into the HTML Editor and the Source Editor. This is done by simply adding a template tag, denoting your field, within single quotes.

Note: If you are using a data table, you will need to denote the data table id, for example:
[* data('{ID}.field_name') *]

The source editor will also contain the HTML that your campaign uses for its template; you must be careful when adding personalisation in here, as you could make accidental changes to the campaign itself.