Personalized emails and statements on a website

In SALESmanago you can personalize emails and websites. The system uses information from user profiles and next, specified details are displayed (individually for each user) in the selected place. You can personalize the content manually or in wizards.

 

You can personalize emails in two wizards:

1) THE MAIN DASHBOARD => QUICK LINKS => DRAG&DROP EMAIL DESIGNER

2) EMAIL MARKETING => SEND EMAIL => USE THE PREVIOUS VERSION


Contents

  1. Adding attributes using the HTML wizard
  2. Adding attributes in Drag&Drop Email Designer
  3. Adding attributes manually
  4. Personalization options – basic
  5. Personalization options – advanced
  6. Conditional constructions
  7. External events

1. Adding attributes using the html wizard

Follow the 2nd path written above. Once you get to the wizard, click the button (picture below) and next choose one of the attributes from the list. Click the button Insert.

kreator_1

 

kreator_2


2. Adding attributes in Drag&Drop Email Designer

Follow the first path written above. Once you get to the wizard and choose its layout on the first step. Go to the editing mode which lets you choose the widgets in the email. Add the Text widget to the email, click Personalization and choose the attribute from the dropdown list.


3. Adding attributes manually

Whether you use HTML wizard, the email creator or create templates manually and complement the content of an email (even subject of email), you can insert an attribute. Below you can see a complete list of attributes.


4. Personalization options – basic

  • Contact Name – the basic option for extracting name details is $name$, the attribute extracts all information taken form the field filled with a name. If you wish to use in the email only the first name, you need to use $name.p1$ and by doing so, only the first name will be extracted. If you want to use a vocative (option available in Polish and Czech languages), choose $w:name.p1$. For example, if you have the Czech name ŠÁRKA, by using vocative you can address her as “Good morning ŠÁRKO”. If you want to use both name and surname, but still keep the vocative form, use $w:name.p1$ $name.p2$.
  • Contact email$email$, the piece of information about the contact email is dragged to the email once you add the attribute.
  • Mail to: – it is used to produce hyperlinks on websites that allow users to send an email to a specific address directly from the website as the email window opens after clicking the hyperlinked word (e.g. contact in a sentence Contact us!).
  • Company name$company$, the piece of information about the name of the company is dragged to the email once you insert the attribute.
  • Address$streetAddress$ , the piece of information about the address is dragged from the contact card to the email once you insert the attribute in the chosen place.
  • City$city$, information about the city is dragged from the contact card to the email once you insert the attribute in the chosen place.
  • Zip code$zipCode$ , information about the zip code is dragged from the contact card to the email once you insert the attribute in the chosen place.
  • Country – the piece of information about the country of residence is dragged from the contact card to the email once you insert the attribute in the chosen place.
  • Other Details$cst.detail_name$.
  • Discount $cst.coupon_name.coupon$.
  • Date:

– Full version $date.long$, for example Thursday November 22, 2012
– Trial version $date.short$, for example Thursday November 22, 2012

  • Time:

– Full version $time.long$, for example 10:14:12
– Trial version $time.short$, for example 10:14

  • URL to opt-out, $opt-out$,
  • URL to opt-in $opt-in$
  • Contact ID$contactID$, the piece of information lets you extract contact ID given by SALESmanago.

5. Personalization options – advanced

a) First, the name of the contact: style=”line-height: 1.5em;”>$name.p1$

b) Second, the name of the contact, $name.p2$

c) Optional field for capitalization, (for example, JOHN SMITH to John Smith): $cap:field_name$ Example, $cap:name$, $cap:name.p1$, $cap:cst.imie$,

d) Shortcut function SHA1: $sha1.field_name$ np. $sha1.name$, $sha1.cst.order_id$,


6. Conditional constructions

a) Optional Constructs: Simple: [#if $name$]$name$[#else]stranger[#end], this will print $name$ if the field is not left blank, but if field is blank, this will print stranger.

b) Advanced: [#if $cst.sex$='M']Dear Mr $name$,[#else]Dear Mrs $name$,[#end], this will print Dear Name if the contact detail has the value “M”, otherwise Dear Name.

Note: SALESmanago recognizes only Polish and Czech names. When you need to use a vocative in Czech, use $w.cz:name$

c) Recognizing the sex of the contact by name, $sex:field_name$ np. $sex:name.p1$, gives the following value, ‘M’ for male, ‘F for female. The value O if not recognized as either. -Advanced options for this feature:[#if $sex:name.p1$='M']Mr $cap:w:name.p1$[#else]Mrs $cap:w:name.p1$[#end]! This will print for example, Mr. Konrad or Miss Anna if they happen to have these names.

Note: SALESmanago recognizes only Polish and Czech names.

 

d) Option for writing to more than one person, [#if $sex:name.p1$=’M’]Mr $cap:w:name.p1$[#elseif $sex:name.p1$=’F’]Miss $cap:w:name.p1$[#else] Mr and Mrs [#end]

Note: SALESmanago recognizes only Polish and Czech names.


7. External events

External events importing details of external events and other values assigned to them, which can be performed by applying the following formula in the text of the email message: $cst.extEvent.EVENT_TYPE.detail1$ – where detail1 you can substitute with any detail from (0-10) while the EVENT TYPE could be any event (PURCHASE, CART, VISIT, OTHER). Remember that the system will load the value of the last event of a particular type.

For example: for every type of external events:
eventId: $cst.extEvent.TYPE.eventId$

date:$cst.extEvent.TYPE.date$
description: $cst.extEvent.description$
TYPE.description products:$cst.extEvent.TYPE.description$
products location: $cst.extEvent.TYPE.products.location$
location value: $cst.extEvent.TYPE.location$
value detail1: $cst.extEvent.TYPE.detail1$
value detail2: $cst.extEvent.TYPE.detail2$
value detail3: $cst.extEvent.TYPE.detail3$

for PURCHASE eventId: $cst.extEvent.PURCHASE$
date: $cst.extEvent.PURCHASE.date$
description:$cst.extEvent.purchase.description$
location:$cst.extEvent.PURCHASE.products.location$
location:$cst.extEvent.PURCHASE.location$
detail1:$cst.extEvent.detail1$
detail2:$cst.extEvent.PURCHASE.detail2$
detail3: $cst.extEvent.PURCHASE.detail3$

for CART
eventId: $cst.extEvent.CART.eventId$
date: $cst.extEvent.CART.date$
description:$cst.extEvent.CART.description$

products:$cst.extEvent.CART.products$
location:$cst.extEvent.CART.location$
value:$cst.extEvent.CART.value$
detail1:$cst.extEvent.CART.detail1$
detail2:$cst.extEvent.CART.detail2$
detail3:$cst.extEvent.CART.detail3$

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