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Act-On Software

Campaign Personalization Guide

Act-On’s dynamic content and personalization features make every message uniquely relevant to the person on the receiving end – so you can stand out in a cluttered inbox.

Personalize Your Emails

  1. Setup your standard field names, if you haven't yet
  2. Go to Content > Email Templates to build your email library
  3. In the Design > Content step, edit the Rich Text Block
  4. Click Insert Personalization Field signified by the red "F".  
  5. Choose the standard fields you want to use to personalize the email like their First Name
  6. Continue to add fields in your emails as appropriate

Why is this important?

74% of marketers say targeted personalization increases customer engagement. The survey by eConsultancy also found that 94% of companies agree that personalization “is critical to current and future success”.

  1. Take inventory of the content that you want to send for each type of buyer persona
  2. Go to Content > Email Templates to build your email library
  3. In the Design > Content step, add the Dynamic Content Block
  4. Click Untitled Condition so you can set your condition of your Dynamic Content block
  5. Enter a Description, set your Contact Field, pick your Condition and then type in the exact filed name from your list then click OK
  6. Now enter your personalized text for that specific Dynamic Content condition.  You can continue to do this for multiple Dynamic Content conditions

Remember: These email templates can be sent individually as an email campaign, or included in your automated drip programs.

Why is this important?

Dynamic content allows you to replace key pieces of your emails in real time based on what you already know about each recipient; e.g., demographics, behaviors, preferences, purchase histories, etc. The result: Relevant messages and offers that resonate.

  1. Confirm that your list contains all the data you want to use for personalization.
  2. Think about your personas and how to support them with personalized content
  3. Make set conditions if data is missing from the field by removing surrounding text and replacing it with a generic message.
  4. Manage subscriptions to capture information like preferred prefix, name, and which topics they want to receive mail about.
  5. Personalize on places, activities, roles or life cycles to get personal with your audience. 

Why is this important?

Using Dynamic Content personalization in your email campaigns is a great way to jumpstart long-term relationships with your customers.

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