Insert Personalizations into HTML E-Mail and SMS Messages

Goal

Insert a personalization into a message.

Background Information

You can insert personalizations into a message in several ways:

• Drag & Drop: Recommended for inserting placeholders or adding a personalization rule with content at a specific position in the message. Drag and drop cannot be used to assign a personalization to an entire paragraph.

• Right-Click: Can be used to attach a personalization to an entire section or paragraph.

• One-Click: Can also be used to attach a personalization to an entire section or paragraph.

Only complex personalization rules that consist of a single InsertIf without content can be used to mark whole paragraphs. If you select a personalization that is a placeholder, a rule with content, or a rule with several InsertIf / InsertElse blocks for a paragraph, the selected paragraph is replaced by the chosen personalization after a confirmation prompt.

Procedure

1 Opening the message and personalization wizard

1. In the main navigation, click Messages > Draft Messages and select the message where you want to insert a personalization.

2. In the Content step, click Personalization to open the personalization expander.

3. In the personalization expander, select the personalization you want to use.

2 Inserting a personalization with Drag & Drop

Use this method when you want to insert a placeholder or add a personalization rule with content at a specific position in the message. Drag and drop does not support assigning a personalization to an entire paragraph.

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

2. Drag the personalization into the Content window. The areas where you can drop the personalization are highlighted in green.

3. Place the cursor at the position where you want the personalization to be inserted.

4. Release the mouse button.

   The personalization is inserted at the selected position.

This approach is recommended for inserting placeholders in your message or adding a personalization rule with content at a particular position of the message.

3 Inserting a personalization using Right Mouse Click

Use this method when you want to select a personalization first, then apply it to a paragraph or section of the message. This method is also recommended when you create new personalizations. This gives you more control over where the personalization is inserted and allows you to mark multiple paragraphs in a message, one after another, with existing personalizations.

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 is displayed on the mouse cursor to indicate that the personalization is ready to be inserted.

   • When you move the cursor over a part of the message where the personalization can be inserted, the circle turns green, and the sections of the message that can be personalized are highlighted in green.

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

4. Right-click. The INSERT option is displayed.

5. Click INSERT. The personalization is inserted into the message.

4 Inserting a personalization using One Click

Use this method when you want to select the paragraph or position in the message first, then apply a personalization.

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

2. Position the cursor at the location where the personalization should be inserted, or select the paragraph that should be personalized.

3. Click the icon next to the personalization you want to use.

   The selected position or paragraph is personalized.

Tip: Save a Personalization for Later Use

You can save a personalization for later use while creating it directly in a message. To save a personalization:

1. Click Personalization in the Compose Message window.

   The personalization expander opens.

2. Click New.

   The Personalization Builder opens.

3. Click Change mode to switch to manual mode.

4. Paste the personalization into the Personalization Builder.

5. Click Save.

   The Save Expression window opens.

6. Enter a name for the personalization. Entering a short description is recommended because personalized names do not need to be unique.

7. Click Save.

   The personalization is stored and loaded for use.

You can now insert the personalization into the current message or use it in any other message through Quick Search.