Personalizing the Transactional Message Dynamic Content Block

Dynamic content block personalization can be carried out automatically using the provided functions and manually using specific 'EMV' tags (see Email Syntax on page 1).

The following personalization options are available:

• Field personalization: Field personalization allows you to automatically update your dynamic content block with the contents of a field of your member database.
• If personalization: If personalization allows you to add conditional personalization to your dynamic content block by entering different versions of HTML and/or text in the dynamic content block depending on the value contained in a database field.
• Multiple if personalization: Multiple if personalization allows you to add conditional personalization to your dynamic content block by automatically entering different versions of HTML and/or text in the dynamic content block depending on the value contained in one of a selection of database fields.
• Switch personalization: Switch personalization allows you to add combined conditional personalization to your dynamic content block by creating multiple conditions each with their own HTML and/or text input.
• Date/time personalization: Date and time personalization allows you to enter the recipient's local date and time in the dynamic content block.

Adding Field Personalization

Field personalization allows you to automatically update your dynamic content block with the contents of a field of your member database.

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Do not forget to add spaces between each field or the contents of all the fields will be combined to make one word.

To add Field personalization automatically:

1. Enter &&& in the part of the dynamic content block where you want to add the field personalization.
2. Click Dynamic Content Block Personalization.
3. In the Field tab of Dynamic Content Block Personalization window, choose the member database field that you want to add to the dynamic content block in the Choose a field drop-down menu.
4. If the field contains a date or number, you can choose the format that the date or number should respect in the Optional format drop-down menu.
5. If you want to automatically apply regional settings to the field's data, select the language in the Optional locale drop-down menu.
6. Click Add to Body to add the personalization to the dynamic content block.

Adding If Personalization

If personalization allows you to add conditional personalization to your dynamic content block by entering different versions of HTML and/or text in the dynamic content block depending on the value contained in a database field.

To add If personalization:

1. Enter &&& in the part of the dynamic content block where you want to add the field personalization.
2. Click Dynamic Content Block Personalization.
3. In the Dynamic Content Block Personalization window, go to the If tab.
4. In the If drop-down menu, choose which member database field will be used as the reference.
5. Select the operator in the drop-down menu to the right of the If drop-down menu.
   • =: The database field value is equal to the entered value.
   • !=: The database field value is not equal to the entered value.
   • >: The database field value is superior to the entered value. This operator is only available for numeric and date values.
   • >=: The database field value is superior or equal to the entered value. This operator is only available for numeric and date values.
   • <: The database field value is inferior to the entered value. This operator is only available for numeric and date values.
   • <=: The database field value is inferior or equal to the entered value. This operator is only available for numeric and date values.
   • contains: The database field contains the entered value.
6. Enter the value on which the operator acts in the field on the right.
7. In the Then field, enter the text that should appear if the value in the member database field matches your criteria.
8. In the Else field, enter the text that should appear if the value in the member database does not match your criteria. This field can also be left empty if you want nothing to appear.
9. Click Add to Body to add the personalization to the dynamic content block.

Adding Multiple If Personalization

Multiple if personalization allows you to add conditional personalization to your dynamic content block by automatically entering different versions of HTML and/or text in the dynamic content block depending on the value contained in one of a selection of database fields.

To add Multiple If personalization:

1. Enter &&& in the part of the dynamic content block where you want to add the field personalization.
2. Click Dynamic Content Block Personalization.
3. In the Dynamic Content Block Personalization window, go to the Multiple If tab.
4. In the If field, enter the value that should match one of the database field values.
5. In the In and Or drop-down menus, choose which member database fields will be used as the reference. A field must be selected in the In drop-down menu, whereas the Or fields are optional.
6. In the Then field, enter the text that should appear if the entered value matches the value in one of the chosen member database fields.
7. In the Else field, enter the text that should appear if the entered value does not match the value in one of the chosen member database fields. This field can also be left empty if you want nothing to appear.
8. Click Add to Body to add the personalization the dynamic content block.

Adding Switch Personalization

Switch personalization allows you to add combined conditional personalization to your dynamic content block by creating multiple conditions each with their own HTML and/or text input.

To add switch personalization:

1. Enter &&& in the part of the dynamic content block where you want to add the field personalization.
2. Click Dynamic Content Block Personalization.
3. In the Dynamic Content Block Personalization window, go to the Switch tab.
4. In the Switch drop-down menu, select the member database field which will be used as reference.
5. In the Case 1 field, enter one of the values that should match the database field content to trigger the insertion of the conditional HTML and/or text.
6. In the Insert 1 field, enter the HTML and/or text that will be displayed if the first condition is met.
7. In the Case 2 field, enter the second value that should match the database field content to trigger the insertion of the conditional HTML and/or text.
8. In the Insert 2 field, enter the HTML and/or text that will be displayed if the second condition is met.
9. In the Case 3 field, enter the third value that should match the database field content to trigger the insertion of the conditional HTML and/or text.
10. In the Insert 3 field, enter the HTML and/or text that will be displayed if the third condition is met.
11. In the Default field, enter the HTML and/or text that will be displayed if none of the conditions are met.
12. Click Add to Body to add the personalization the dynamic content block.

Adding Date/Time Personalization

Date and time personalization allows you to enter the recipient's local date and time in the dynamic content block.

To enter date and time personalization:

1. Enter &&& in the part of the dynamic content block where you want to add the field personalization.
2. Click Dynamic Content Block Personalization.
3. In the Dynamic Content Block Personalization window, go to the Date/Time tab.
4. In the Select a format drop-down menu, select the date and/or time format.
5. In the Select a locale drop-down menu, select the language to apply regional settings.
6. Click Add to Body to add the personalization the dynamic content block.