AUDIENCE: Administrators, Marketing Users, Graphic Designers, Web Developers
OBJECTIVES: Learn ways to manage missing personalization data
Within the Compose step of the email composer:
- Edit the Rich Text block.
- Click the Insert Personalization Field tool (the icon looks like a red 'F') for a list of the standard field names available for use in your message.
- Enter the optional generic text to display if your recipient doesn't have a value for the field.
For example, assume you're using the First Name standard field name, and then entering 'Hello!' if the First Name field is missing. This would require the following text in the Rich Text block:
This tells Act-On: "If there's a first name on record, put it here (followed by a comma); otherwise, just use Hello!"
If you need to enter the actual code in the Rich Text editor instead of using the Insert Personalization Field tool, it works like this: The ((= and the matching )) (the one after "Hello!") means 'Test these two strings of characters that are separated by a vertical bar (|); if the first string of characters is incomplete, use the second string of characters.' The first string is ((VCard.FIRSTNAME)) (remember, the double braces mean it's a field name) followed by a comma (,); the second string is Hello followed by an exclamation mark (!).
You can do something similar using any field name. For example, if your list includes a field named HomeCity, the string shown below might appear in your message as 'How's the weather in Dallas?' or 'How's the weather in Portland?' or 'How's the weather in your home town?' depending on whether there's anything in the HomeCity field:
How's the weather in ((=((HomeCity))|your home town))?
With a bit of experimentation, you can use ((=...((anyFieldName))...|alternate text)) in your messages to specify what text to substitute for missing personalization data.