Example: Email personalization

In this example, a member of the marketing service team has created an email to inform some of his clients that there is a special offer just for them. The team member decided to personalize the email according to the clients' respective ages. Clients aged between 18 and 27 years old will receive an email containing a different image and slogan to those that the clients that are older than 27 will receive.

The email is created as follows:

  • Dynamic contents are applied to the image and these dynamic contents are configured according to age range.

    Adding and configuring dynamic content is detailed in the Defining dynamic content section.

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  • Personalization fields and dynamic contents are applied to the text. Depending on the age range of the recipient, the email starts with either the title and last name of the recipient, or by the recipient's first name.

    Adding and configuring the personalization fields is detailed in the Adding a personalization field section.

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Configuring images

In this example, the dynamic contents applied to the images are configured as follows:

To target 18-27-year-old:

  1. Select the dynamic content in the Properties palette and click the Edit button.

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  2. Edit the label then select the Age field from the Profile node.

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  3. Select the Greater than or equal to operator then enter 18 to create the older than 18 expression.

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  4. Add a new Age condition.

    Select the Less than or equal to operator followed by 27 in the value field to create the younger than 27 expression.

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  5. Confirm your changes.

To target profiles aged 27 and above:

  1. Select the dynamic content from the palette and edit it.

  2. Edit the label then select the Age field from the Profile node.

  3. Add the Greater than operator followed by 27 in the value field to create the older than 27 expression.

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  4. Confirm your changes.

Your dynamic contents are correctly configured.

Configuring the text

In this example, the dynamic contents applied to the texts are configured as follows:

To target profiles aged between 18-27:

  1. Select the text block you want and add a dynamic content.

  2. Edit the dynamic content and configure the targeting expressions. Refer to Configuring images.

  3. Select the text block again, and hover the cursor over the start of the sentence. Click the Insert personalization field option.

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  4. In the list that appears, select the First name field and confirm.

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  5. Your personalization field is then perfectly inserted into the dynamic content selected.

To target recipients aged 27 and above:

  1. Select the text block you want and add a dynamic content.

  2. Edit the dynamic content and configure the targeting expressions. Refer to Configuring images.

  3. In the text block, hover the cursor over where you would like to add the personalization field.

  4. Click the Insert personalization field option.

  5. Select Title from the drop-down list.

  6. Confirm and then click the Insert personalization field option again to add the Last name field.

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Your personalization fields should now be perfectly inserted into the chosen dynamic content.

Previewing emails

Previewing allows you to check that the personalization fields and the dynamic contents are configured correctly before sending the Proofs. During the preview, you can select different test profiles corresponding to the email targets.

Without test profiles, the email that appears by default is:

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The email does not have personalization fields in the slogan, and the default image is used.

The first test profile corresponds to a client aged between 18 and 27. By selecting this profile, the following email appears:

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The personalization field that corresponds to the 18-27-year-old expression, specifically the recipient's first name, is configured correctly and the image has also changed according to the profile.

The second profile corresponds to a client aged over 27 and generates the following email:

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The image has changed thanks to the dynamic content, and the slogan that appears is the more formal slogan defined for this targeted public.

Related topics:

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