Campaign Personalization Guide

Personalize Your Emails

1. Setup your standard field names, if you haven't yet
2. Go to Content > Email Templates to build your email library
3. In the Design > Content step, edit the Rich Text Block
4. Click Insert Personalization Field signified by the red "F".  
5. Choose the standard fields you want to use to personalize the email like their First Name
6. Continue to add fields in your emails as appropriate

1. Take inventory of the content that you want to send for each type of buyer persona
2. Go to Content > Email Templates to build your email library
3. In the Design > Content step, add the Dynamic Content Block
4. Click Untitled Condition so you can set your condition of your Dynamic Content block
5. Enter a Description, set your Contact Field, pick your Condition and then type in the exact filed name from your list then click OK
6. Now enter your personalized text for that specific Dynamic Content condition.  You can continue to do this for multiple Dynamic Content conditions

Remember: These email templates can be sent individually as an email campaign, or included in your automated drip programs.

1. Confirm that your list contains all the data you want to use for personalization.
2. Think about your personas and how to support them with personalized content
3. Make set conditions if data is missing from the field by removing surrounding text and replacing it with a generic message.
4. Manage subscriptions to capture information like preferred prefix, name, and which topics they want to receive mail about.
5. Personalize on places, activities, roles or life cycles to get personal with your audience.