eInsight - personalizing your email campaign

What is a personalization tag?

When a campaign is sent with personalization tags, the value of the tag is automatically inserted into the campaign, replacing the tag itself, thus personalizing the campaign for each email recipient.

Add or edit personalization tags and dynamic content.

Navigate to Campaigns > Create > Template.

Select Personalize to add or edit personalization tags and dynamic content in your email template.

If your template is in the Drag & Drop Editor (Legacy) and you select Personalize, you will be taken to the Code Editor (Legacy) where you can add or edit personalization tags and dynamic content.

Insert a Tag

1. Open a Code Editor (Legacy) campaign.
2. Place the cursor within the campaign where you want to insert a tag.
3. Select More Options on the Code Editor toolbar.
4. In the Quick Insert column, click More.

Locate Desired Tag

A new tab will open displaying a categorized menu of personalization tags. Type a key word into the filter or select one of the categories along the top (e.g., Customer, Stay, Campaign, Other, etc.) to help find the tag you need.

Format Tag

1. Locate the row of your desired tag and click Format.

2. Click on the example data format you want to use in your campaign.

3. Select Preview to see how the format you selected will look in your campaign. (optional)
4. Select OK to close the Choose Your Data Format window.

Insert Tag into Campaign

Click Select in the row of your desired personalization tag. The tag will be inserted where your cursor is located within your campaign.

Preview Personalization Tags

To preview your guests' data in your campaign use Preview or Quick Send via View Customer Details.

Change the Formatting of a Tag

1. In Campaigns > Manage > Template, select More Options on the Code Editor toolbar.
2. In the Quick Insert column, click More. A new tab will open displaying a categorized menu of personalization tags.
3. Locate the tag you want to update and click Format.

4. Click on the new example data format you want to use in your campaign.

5. Select Preview to see how the format you selected will look in your campaign. (optional)
6. Select OK to close the Choose Your Data Format window.
7. Close the More Options/Personalization window without clicking Select again.