Using Sender Personalization Fields

  • Updated

You can add personalized content to your Act-On emails and landing pages in a variety of ways. In addition to the standard method of using data from your list fields or CRM fields, Act-On provides a selection of account-wide Sender Personalization fields. These fields are typically used for outbound email messages, but some may be appropriate for landing page content as well.

Adding Sender Personalization Fields

You can apply Sender Personalization fields to the following blocks in the Email Composer or Landing Page Composer:

  • Rich Text Block
  • Email Footer

Instructions

To add Sender Personalizations:

  1. Open your Email or Landing Page
  2. Hover over the Rich Text block or Email Footer where you'd like to add personalization
  3. Click Edit Block (indicated by a  icon) to open the Rich Text Editor
  4. Click Personalization in the Editor toolbar
    personalization-rich-text.png
  5. Select Sender Field in the Insert Personalization pop-up window
  6. Select a Sender Personalization option from the drop-down menu

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Types of Sender Personalization Fields

Account (Company)

Account fields include Account Name and Account Address. These important fields are set within the Settings > Other Settings > Custom Account Settings > Company sections of your Act-On account. They are responsible for populating information in your email footers and are necessary for passing CANSPAM regulations. See Setting Profile and Account Information for setup instructions.

Field Name Description Output
Account Name Add your company's name {{Account.COMPANY}}
Account Address Add your company's address {{Account.BIZ_ADDRESS}}

Account User

Account User fields populate data from the Logged-In User's information. You can update these details in your account's Profile > Manage profile section, located in the drop-down menu under your account name. An admin user can also edit these details by going to Settings > Users and clicking the pencil icon that appears when you hover over a Marketing or Sales User.

Field Name Description Output
User Title Add the account user's job title {{User.TITLE}}
User Phone Number Add the account user's business phone number {{User.BIZ_PHONE}}
User Mobile Number Add the account user's cell phone number {{User.CELL_PHONE}}
User Last Name Add the account user's last name {{User.LASTNAME}}
User First Name Add the account user's first name {{User.FIRSTNAME}}
User Fax Number Add the account user's fax number {{User.FAX}}
User Email Add the account user's email address {{User.EMAIL}}
User Address Add the account user's physical address {{User.BIZ_ADDRESS}}

Date

Account Date fields offer a variety of date formatting options. Use an Account Date field in your landing page or email to display the current date. Use an Account Date with Offset field to display a custom future date relative to the current date.

Field Name Description Output
Account Date (Short Format)

Add the current date in a short length format

MM/DD/YY

{{^Account.DATE(SHORT)}}

1/1/22

Account Date (Medium Format)

Add the current date in a medium-length format

Mon DD, YYYY

{{^Account.DATE(MEDIUM)}}

Jan 1, 2022

Account Date (Long Format)

Add the current date in a long format

Month DD, YYYY

{{^Account.DATE(LONG)}}

January 1, 2022

Account Date (Full Format)

Add the current date in a full date format

Day of Week, Month DD, YYYY

{{^Account.DATE(FULL)}}

Saturday, January 1, 2022

Account Date with Offset (Short Format)

Add an offset of the current date (short format)

Today's date plus X days

{{^Account.DATEWITHOFFSET(SHORT,[your offset])}}

Example:

{{^Account.DATEWITHOFFSET(SHORT,5)}}

1/6/22 (5 days ahead of current date)

Account Date with Offset (Medium Format) Add an offset of the current date (medium format)
{{^Account.DATEWITHOFFSET(MEDIUM,[your offset])}}

Example:

{{^Account.DATEWITHOFFSET(MEDIUM,5)}}

Jan 6, 2022

Account Date with Offset (Long Format) Add an offset of the current date (long format)
{{^Account.DATEWITHOFFSET(LONG,[your offset])}}

Example:

{{^Account.DATEWITHOFFSET(LONG,5)}}

January 6, 2022

Account Date with Offset (Full Format) Add an offset of the current date (full format)
{{^Account.DATEWITHOFFSET(FULL,[your offset])}}

Example:

{{^Account.DATEWITHOFFSET(FULL,5)}}

Thursday, January 6, 2022

Message Sender

Message Sender fields allow you to personalize emails with data from your list of approved Senders and From Addresses. You can edit these details in Settings > Other Settings > From: Addresses.

To use Message Sender fields, you'll need to assign a Sender different from the Logged-In User in the General tab of the Email Composer.

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For more instructions on personalizing the Sender in the From address, see Personalized From Addresses.

Field Name Description Output
Sender Title Add Sender job title {{Sender.TITLE}}
Sender Phone Add Sender phone number {{Sender.PHONE}}
Sender Name Add Sender name (first and last) {{Sender.NAME}}
Sender Mobile Number Add Sender cell phone number {{Sender.CELL_PHONE}}
Sender Fax Number Add Sender fax number {{Sender.FAX}}
Sender Email Add Sender email address {{Sender.EMAIL}}

Personalized Opt-Out and Subscription Management Links

You can insert variations of the Opt-Out and Subscription Management links into your email content or footer with these Sender Personalization fields. These are personalized links that you should include in your email footers.

For more information on how to use these links, see How to Add an Opt-Out Link to an Email.

Custom Account Personalizations

In addition to these sender fields, you can create Custom Account Personalizations for additional flexibility with account-wide personalizations.

Next Steps

Learn how to Preview Email Personalizations and Add Personalized URLs to Email Messages.

 

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