Defining the direct mail content

You can either define the content in the last screen of the creation wizard or by clicking on the Content section of the delivery dashboard.

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The Content definition screen is specific to the direct mail channel. It is divided into four tabs: Extraction, File structure, Header and Footer.

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Defining the extraction

  1. Start by defining the name of the extraction file. Click on the button to the right of the Output file field and enter the desired label. You can use personalization fields, content blocks and dynamic text (see Defining content). For example, you can complete the label with the delivery ID or the extraction date.

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  2. Click the + or Add an element button to add an output column. The Output columns let you define the profile information (columns) to be exported into the output file.

    אזהרה:

    Make sure that your profiles include a postal address as this information is essential to the direct mail provider. Also make sure you have checked the Address specified box in your profiles' information. See Recommendations.

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  3. Create as many columns as you need. You can edit columns by clicking their expressions and labels.

הערה:

For more information on output column definition, refer to the Extract file workflow activity section.

Defining the file structure

The File structure tab allows you to configure the output, date, and number formats for the file that will be exported.

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הערה:

The available options are detailed in the Extract file workflow activity sections.

Sometimes you may need to add information at the beginning or at the end of the extraction file. For this, use the Header and Footer tabs of the Content configuration screen.

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For example, you might want to include, for the direct mail provider, the sender information in the header of the file. It is possible to personalize the footer and header with information available in the context of the delivery. See Defining content.

The sender address is defined in the Send section of the direct mail properties or at the template level.

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