Personalisation — inserts data stored against your contacts, for example, FIRSTNAME or ACCOUNT_MANAGER.
Dynamic rules — are logical rules used to determine what should display, for example:
If the contact's country is United Kingdom show New t-shirt colours released, otherwise show New t-shirt colors released.
This means you can send one campaign with multiple targeted messages for different groups of customers. Which message each group receives will depend upon the rules you set.
Personalise your campaign subject line and from name
When creating your subject line, you can insert a placeholder for a contact data field. To do this, select the personalisation icon next to the Subject line or Friendly from name field.
This will show a list of all of your contact data fields.
Select the contact data field and a placeholder will be added at the current place in the subject line or from name.
The placeholder will be in capitals with an @ symbol at either end (e.g. @FIRSTNAME@ for inserting the first name).
This will automatically update the preview panel below it.
Dynamic rules on subject lines and from names
To use dynamic rules for campaign subject lines and 'from' names, select the Campaign settings option on the same 'Provide a few campaign setup details' screen.
You can enable dynamic content for:
Just the subject line, or
The subject line and the from name
If you only want to do a dynamic from name, but not the subject line, then enter the same subject line for all variations.
You'll now be able to create rules, variations and default content.
Elements of dynamic content
Dynamic content consists of three main elements:
This is the default subject line, or default from name, that your contacts will see if none of the rules that you set apply. This can contain personalisation (see above).
These are the alternative versions of the subject line or from name that you want contacts to see who meet specific criteria set in your rules. This can contain personalisation (see above).
These are the criteria you set to determine whether contacts see the default content, or a variation. For example, these rules could be GENDER must be equal to "Male", or AGE greater than 65 (rules can be more complex than this).
Create your default subject line and/or from address
If you haven't already done so, enter a default subject line and/or from name.
Create a variation
Select Variations in the top left corner of the dynamic content box, and then select + New variation.
This will bring up a box with details of your new variation. First of all, give the variation a name; in the image below we have named the variation 'Women's VIP clothes discount'.
Next, you need to set a rule based on one of your default or created contact data fields. To do this, click select another contact data field.
This opens up the rule builder.
Select from one of the default contact data fields or one of your created contact data fields to base your rule upon. Below the contact data fields, after selecting one, you can set what rule is applied.
For text type contact data fields, you can set rules for:
Not equal to
Does not contain
Does not begin with
Does not end with
Is not empty
For date type contact data fields, you can set rules for:
Is not empty
And for number based contact data fields, you can set rules for:
Not equal to
At least (that is greater than or equal to)
At most (that is less than or equal to)
Is not empty
And for Boolean (yes/no) contact data fields, you can set rules based on the answer being 'yes' (true) or 'no' (false).
Once your rule is set, select OK.
You can add multiple rules to be very specific about what subject line and/or from name to show each contact.
Between each rule is the 'And'/'Or' toggle. 'And' indicates that all rules created must be true for a contact to see your variation. You can toggle to 'Or', which indicates only one of your rules needs to be true for a contact to see your variation.
When all of your rules are ready, select Apply.
You now have a campaign with two subject lines and/or from name variations. You can see what variation is currently being displayed by its name to the right of 'Variations'.
To switch between variations, select Variations in the top left-hand corner of the block and select a variation from the dropdown.
In this dropdown you can:
Add another variation
Select the variation you want to view and work with
Edit the rules for the variation (by selecting the Edit pencil icon)
Duplicate the variation (by selecting the Copy icon)
Remove the variation (by selecting the Remove red cross icon)
You can also rearrange the order of the rules by dragging the variation names up or down. The 'Default' variation will always be the last one in the list.
On your selected variation, enter the subject line and from name (if you've also selected from name from 'Campaign settings') that you want to display to those contacts who match the applied rules.
Using dynamic rules in conjunction with other features
If your campaign is set up for split testing, each split version will need to have dynamic rules set up as required.
If your campaign is set up to use ReMail, the same dynamic subject lines will be used in the ReMail. You won't get the option to edit the subject line of the Remail, like you can when using a static subject line. If you want to be able to change the subject line of the ReMail, you'll need to ensure you're using a static subject line in the 'Create' step.