Insert Personalizations into HTML Emails and SMS Messages

Goal

Insert a placeholder or a personalization rule into an HTML email or an SMS message.

Background Information

You insert personalizations from the personalization expander in the Content step of a message. The expander is the same in HTML emails and SMS messages. You can use three methods:

• Drag & Drop: Inserts a placeholder or a rule with content at a specific position. With this method, you cannot assign a personalization to a whole paragraph.

• Right Mouse Click: You select the personalization first and then apply it to a paragraph or section. You can mark several paragraphs one after another.

• One click: You select the position or paragraph first and then click the personalization.

Only personalization rules that consist of a single InsertIf block without content can be assigned to a whole paragraph. The paragraph is then only shown to recipients who meet the condition. If you select a placeholder, a rule with content, or a rule with several InsertIf or InsertElse blocks for a paragraph, the paragraph is replaced by the personalization after a confirmation prompt.

For creating SMS messages, see Create and Customize SMS Messages.

Note

Placeholders are replaced with the values of each contact at sendout. The character count in the SMS editor therefore does not show the final length, and the length can differ for each recipient.

For the structure of placeholders, see Personalization Placeholders. For all elements of the expander, see Message Creation: Personalization (HTML Email).

Procedure

1 Open the personalization expander

1. Open the message in the Content step. To edit a saved draft, click Messages > Draft Messages and select the message.

2. Click Personalisation.

   The personalization expander opens.

3. Search for the personalization you want to insert. To create a new personalization rule, click New. See Create a Personalization Rule.

2 Insert the personalization

Use one of the following methods.

Drag & Drop

1. In the personalization expander, click the drag icon next to the personalization and hold down the mouse button.

2. Drag the personalization into the message content. The areas where you can drop it are highlighted in green.

3. Move the cursor to the position where the personalization should be inserted.

4. Release the mouse button.

   The personalization is inserted at this position.

Right Mouse Click

1. In the Insert Mode area, select Right Mouse Click.

2. Click the icon next to the personalization you want to insert.

   A red circle appears on the mouse cursor. Over parts of the message that can be personalized, the circle turns green and these parts are highlighted in green.

3. Move the cursor to the part of the message that should be personalized.

4. Right-click and select INSERT.

   The personalization is inserted.

If you created a rule in the Personalization Builder and clicked Use, you insert it in the same way, starting with step 3.

One click

1. In the Insert Mode area, select One click.

2. Place the cursor where the personalization should be inserted, or select the paragraph that should be personalized.

3. Click the icon next to the personalization.

   The personalization is inserted at the cursor position or assigned to the paragraph.

3 Preview the message

Preview the message with the values of different contacts to check the personalization. See Message Preview (Email) or Message Creation: Preview (SMS).