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en:how_to_personalize_emails

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en:how_to_personalize_emails [2016/09/12 10:27] – [Placeholder types] bken:how_to_personalize_emails [2025/02/27 15:11] (current) – bk
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-====== How can elements of an e-mail be personalized? ======+====== How can elements of an email be personalized? ======
  
 **Placeholders** are available for commonly used personalization like salutations. They can be easily selected by means of a button.  **Placeholders** are available for commonly used personalization like salutations. They can be easily selected by means of a button. 
  
-Personalizations that will only be used once can also be integrated via **XML**. We recommend this option in cases where defining a new placeholder would not be worthwhile, or if you want to replace entire sections of your source code. +Personalizations that will only be used once can also be integrated via **XML**. We recommend this option in cases where defining a new placeholder would not be worthwhile or if you want to replace entire sections of your source code. 
  
  
 ===== Placeholders ===== ===== Placeholders =====
  
-Pre-defined placeholders are available to integrate personalized content - such as a salutation or a current date - into an e-mail message.   \\ +Pre-defined placeholders are available to integrate personalized content, such as a salutation or a current date, into an email message.  
-There are 4 types of placeholders. +<WRAP round info 60%> 
 +Placeholders always begin with a dollar sign $. A placeholder must be followed by a space or punctuation mark (e.g., comma, full stop, question mark, exclamation point) to be parsed correctly. 
 +</WRAP> 
 +There are three types of placeholders. 
  
  
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 === Functions === === Functions ===
  
-These placeholders are generally defined by complex functions with a fallback. For example, this is the case with all salutation placeholders, ensuring that recipients whose name is not known are also addressed properly. +These placeholders are generally defined by complex functions with a fallback. For example, this is the case with all salutation placeholders, ensuring that recipients whose names are not known are also addressed properly. 
  
-Some examples of globally available functions placeholders:  +Some examples of globally available function placeholders:  
-| $current_weekday_en | Current weekday, e.g. "Tuesday" | +  * **$current_weekday_en**: Current weekday, e.g., "Tuesday"  
-| $salutation_en_formal | Male: Dear Mr NAME, Female: Dear Ms NAME, Fallback: Dear Sir or Madam, | +  * **$salutation_en_formal**: Male: Dear Mr. NAME, Female: Dear Ms. NAME, Fallback: Dear Sir or Madam, 
-| $salitation_en_firstname | Dear VORNAME, Fallback: Dear Reader, | +  * **$salutation_en_firstname**: Dear VORNAME, Fallback: Dear Reader, 
-| $salutation_en_firstname_name | Dear VORNAME NAME, Fallback: Dear Reader, |+  * **$salutation_en_firstname_name**: Dear VORNAME NAME, Fallback: Dear Reader,
  
  
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-=== Statics ===+=== Statistics ===
  
-These placeholders are frequently used, predefined blocks of text. With these, you can insert a reference to the online version (//$htmlVersion//) or a link to Facebook (//$socialLinkFacebook//) in the header of your e-mail, or elsewhere. +These placeholders are frequently used, predefined blocks of text. With these, you can insert a reference to the online version (//$htmlVersion//) or a link to Facebook (//$socialLinkFacebook//) in the header of your email or elsewhere. 
  
  
-=== Client-specific Statics ===+==== Where can I find the placeholders? ====
  
-These placeholders consist of variable, client-specific content. They are not ready to use by default, but have to be individually composed in the basic settings under  //Account > Clientmanagement //. The available placeholder options  //clientHeader // and  //clientFooter // allow you to define set headers and footers for your e-mails. +You can select all placeholders via a drop-down menu. Depending on the editor/email template you’re using, you can find the placeholders here in your email’s editing view: 
  
 +=== In an individually defined template or E-Mail Builder, you can find them when editing single lines of text ===
 +{{:en:personalisation_editornew_singleline.png?nolink&400|}}
  
-==== Where can I find the placeholders? ==== +=== In an individually defined template or E-Mail Builder, you can find them when editing sections of text === 
- +{{:en:personalisation_editornew_multiline.png?nolink&400|}}
-You can select all placeholders via a drop-down menu. Depending on the editor / e-mail template you’re using, you can find the placeholders here in your e-mail’s editing view: +
  
-| In the new 2014 editor, you can find them when editing single lines of text: | {{:en:personalisation_editornew_singleline.png?nolink&400|}} | +=== In the default editor (HTML/Text multipart or Text) === 
-| In the new 2014 editor, you can find them when editing sections of text: | {{:en:personalisation_editornew_multiline.png?nolink&400|}} | +{{:en:delivery_drafts_creatives_placeholder_multi.png?nolink&400|}}
-| In the editor of the Multipart2015 template: | {{:en:personalisation_multipart2015.png?nolink&400|}} | +
-| In the default editor (HTML/text multipart or individually defined template): | {{:en:personalisation_editorold.png?nolink&400|}} | +
-| In the application promio.mail.one: | {{:de:personalisierung_one.png?nolink&400|}} |+
  
  
 ==== Other variables ==== ==== Other variables ====
  
-Other variable content that can be used in e-mails: +Other variable content that can be used in emails - according to the "possible applications" mentioned further below: 
 | $from_address | Sender’s address | | $from_address | Sender’s address |
 | $redirect_domain | Redirect your sender’s domain | | $redirect_domain | Redirect your sender’s domain |
-| $newsletterName | Name des Newsletters, dem die E-Mail zugeordnet ist | +| $newsletterName | Name of the newsletter the message is associated with | 
-| $newsletterId | Name of the newsletter the e-mail is associated with | +| $newsletterId | ID of the newsletter the message is associated with | 
-| $campaignId | ID of the campaign the e-mail is set up in | +| $campaignId (in links only: $camp_id) | ID of the campaign the message is set up in | 
-| $letter_id | E-mail’s ID |+| $lid | ID of message | 
 +| $id (or: $user_id) | unique ID of recipient |
  
 ===== XML Syntax ===== ===== XML Syntax =====
  
-Using XML syntax, you can integrate personalized elements directly into an e-mail’s source code. In addition to personalized salutations, this allows you to replace entire sections of the source code, meaning you can - for example - display different articles depending on the recipients’ age. +Using XML syntax, you can integrate personalized elements directly into an email’s source code. In addition to personalized salutations, this allows you to replace entire sections of the source code, meaning you can, for example, display different articles depending on the recipients’ age. 
  
 ==== Short documentation ==== ==== Short documentation ====
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 <WRAP round tip 80%> <WRAP round tip 80%>
-You can not nest multiple loops using this code. Instead, a placeholder should be defined for more complex tasks. +You cannot nest multiple loops using this code. Instead, a placeholder should be defined for more complex tasks. 
 </WRAP> </WRAP>
    
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 ===== Possible applications ===== ===== Possible applications =====
  
-Placeholders and XML syntax can be used in the following sections of an e-mail: +Placeholders and XML syntax can be used in the following sections of an email: 
   * HTML source code   * HTML source code
   * TXT section   * TXT section
   * Template editors [change into source code view when using XML!]   * Template editors [change into source code view when using XML!]
  
-Depending on the placeholder’s type, you can also use personalization in subject lines, sender names and inside links:  +Depending on the placeholder’s type, you can also use personalization in subject lines, sender names, and inside links:  
-| Subject line | Functions, fields, variables, XML |  +| Subject line | Functions, fields, variables, and XML (not in network campaigns!) |  
-| Links | Fields, $newsletterId, $salutation_de_gender, $date_de, $date_en |  +| Links | Fields, $newsletterId, $camp_id, $salutation_de_gender, $date_de, $date_en |  
-| Sender name | Fields, variables | +| Sender name | Functions, fields, and variables | 
  
-Placeholders in links are replaced by the actual content at the moment of clicking. This allows security-relevant data to be "hidden", e.g. to pre-fill forms on landing pages or connect with a website tracking software. +Placeholders in links are replaced by the actual content at the moment of clicking. This allows security-relevant data to be "hidden", e.g., to pre-fill forms on landing pages or connect with a website tracking software. 
  
 <WRAP round tip 80%> <WRAP round tip 80%>
-We recommend testing your e-mail’s personalization by sending test e-mails!  +We recommend testing your email’s personalization by sending test emails!  
-For technical reasons, some variables are not visible in the promio.mail preview. +For technical reasons, some variables are not visible in the promio.connect preview. 
 </WRAP> </WRAP>
  
  
  
- +{{tag>emails personalizations placeholders }} 
- +
-{{tag>e-mail personalization placeholder xml-syntax functions statics}} +
en/how_to_personalize_emails.1473668851.txt.gz · Last modified: 2016/09/12 10:27 by bk

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