eInsight - personalizing your email campaign – Cendyn

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 and you select Personalize, you will be taken to the HTML Editor where you can add or edit personalization tags and dynamic content.

Warning
Once you select Personalize to open your template in the HTML Editor and select Save, you cannot return to Studio or the Drag & Drop Editor.

Once you choose a template that utilizes dynamic content and/or personalization tags in your campaign you must always edit the campaign in the HTML Editor; you cannot change to Studio or the Drag & Drop Editor.

Insert a Tag

Open an HTML Editor campaign.
Place the cursor within the campaign where you want to insert a tag.
Select More Options on the HTML editor toolbar.
In the Quick Insert column, click More.

Campaign_Create_Template_HTMLEditor_More_Options_More.png

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.

Campaign_Create_Template_HTMLEditor_PersonalizationTag_Find.png

Format Tag

Locate the row of your desired tag and click Format.

Campaign_Create_Template_HTMLEditor_PersonalizationTag_Format.png

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

Campaign_Create_Template_HTMLEditor_PersonalizationTag_DataFormat.png

Select Preview to see how the format you selected will look in your campaign. (optional)
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.

Campaign_Create_Template_HTMLEditor_PersonalizationTag_Select.png

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

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