Email Editors: Personalization

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One of the benefits of using ClickDimensions in your CRM is that you can personalize your email with CRM data. You can personalize the email with information from Lead, Contact, and Account records as well as the Sender record. In this example, we are going to personalize the email with a salutation using a Contact’s first name.


Drag and Drop Editor

Watch a Video on Personalization

Links Mentioned in Video

Written Instructions

You can add personalization to the email:

Click the Personalize button to insert information from Email Send, Lead, Contact, Account, and User (Owner of Lead, Contact, or Account) records into your template.

Here the drop downs will show you every field on the type of record you’ve selected. If you do not see a custom field you created, publish metadata

Note that the Account tab is referring to when you send an email to an Account record within CRM. It is possible to send ClickDimensions Emails to an Account entity. These emails will go to the email address on the Account record (not the primary contact and not all the Contacts under the Account, but there is an actual Email Address field on the Account record). With that said, we recommend that you stick to sending to Leads and Contacts as much as possible because web tracking and forms cannot be associated to Accounts since they are viewed as groups of people and not individuals in CRM.

If you want to reference information on the Parent Account record of the Contact you are sending to, just scroll down towards the bottom on the Contact drop down.

Check FreeMarker Button

This is available in the Drag and Drop editor and the Free Style editor.

Drag and Drop Check FreeMarker Button

Click the Check FreeMarker button and the FreeMarker code included within your email template will be checked for errors. If the code can be processed, you will see an indication that there are no errors.

If an error is detected, an indication will appear that the validation has failed.  The error message displayed will indicate what needs to be fixed.


Freestyle Editor

Type a simple greeting, such as Hello, in the email. After you type Hello, hit the space bar and click on the personalization button:

This will open the personalization menu. Click on the Contact tab at the top and then choose the First Name field from the list:

Tip: If your custom fields are not showing under the entity, go to Settings > ClickDimensions Settings > Metadata. You must publish your metadata for ClickDimensions to know of the additional fields in your CRM records.

A script, ${Recipient.lead.firstname[0]!””} will be inserted where your cursor was located.

lead script

Now, if you wanted to send an email to a combination of Leads and Contacts, you can personalize your email for both entities. Place your cursor directly after the Lead script, and click the Personalization button again and go to Contacts. Select First Name. The script is inserted directly after the Lead First Name script.

lead and contact script

The email will now be personalized for both Leads and Contacts.

IMPORTANT: All scripts will be evaluated every time. If you place both lead and contact scripts, do not place anything in the quotes for a default. For example if you put ${Recipient.lead.firstname[0]!”Valued Customer”}${Recipient.contact.firstname[0]!”Valued Customer”} what will display if it is sent to a Lead is JohnValued Customer.

Check FreeMarker

2016-10-18_14-27-23

The Freestyle editor also offers the use of the Check FreeMarker button at the top of the editor window.  Click the Check FreeMarker button and the FreeMarker code included within your email template will be checked for errors. If the code can be processed, you will see an indication that there are no errors.

Personalizing Subject Lines

You can do this same personalization for the subject line. Just do the same as above and copy the script and paste it into the subject line.


Block Editor

Type a simple greeting, such as Hello, in the email. After you type Hello, hit the space bar and click on the drop down arrow next to Lead.

A list will appear with all of the fields that are in the Lead record, including any custom fields that you have added.

Tip: If your custom fields are not showing under the entity, go to Settings > ClickDimensions Settings > Metadata. You must publish your metadata for ClickDimensions to know of the additional fields in your CRM records.

In the list under Lead, select First Name. A script, ${Recipient.lead.firstname[0]!””} will be inserted where your cursor was located.

Now, if you wanted to send an email to a combination of Leads and Contacts, you can personalize your email for both entities. Place your cursor directly after the Lead script, and click the drop down arrow next to Contacts. Select First Name again. The script is inserted directly after the Lead First Name script.

The email will now be personalized for both Leads and Contacts.

IMPORTANT: All scripts will be evaluated every time. If you place both lead and contact scripts, do not place anything in the quotes for a default. For example if you put ${Recipient.lead.firstname[0]!”Valued Customer”}${Recipient.contact.firstname[0]!”Valued Customer”} what will display if it is sent to a Lead is “JohnValued Customer”.

Personalizing Subject Lines and From Information

You can do this same personalization for the subject line, as well as the From Name and From Email fields. Just do the same as above and copy the script and paste it into the subject line, From Name, and/or From Email Address field(s).


Feature Added: 5.0
Feature Updated: 8.1.0
ClickDimensions Version Need: 5.0
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