Personalized emails and statements on a website

SALESmanago has the ability to automatically send dynamic, personalized emails. The information gained by the contact is then used to send the appropriate email. You can add those attributes manually or automatically using wizard. What is more, you can use them not only in messages but also in statements that will show up on a website.

[A] Adding attributes using the html wizard

Click the button (picture below) and next choose one of attributes from the list. Click the button “insert”.

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[B] Adding attributes using Email Creator

In a text editor in “widget with text” click ‘custom files’ and choose one of attributes from the list.

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[C] Adding attributes manually

Whether you use HTML wizard, the email creator or create templates manually and complement the content of an email (even subject of email), you can insert an attribute. Below you can see a complete list of attributes.

PERSONALIZED OPTIONS – basic

  • Contact Name – the basic option for extracting name details is $name$, the attribute that extracts all the information taken form the name filed. If you wish to use just name you need to use  $name.p1$ and by doing so, only the name will be extracted. If you want to use a vocative (option available in Polish and Czech languages), choose $w:name.p1$. For example if you have the Czech name ŠÁRKA, by using vocative you can address her as “Good morning ŠÁRKO”. If you want to use both name and surname, but still keep the vocative form, please use $w:name.p1$ $name.p2$.
  • Contact email$email$.
  • Company name$company$.
  • Other Details$cst.detail_name$.
  • Discount $cst.coupon_name.coupon$.
  • Date:

– Full version $date.long$, for example Thursday November 22, 2012
– Trial version $date.short$, for example Thursday November 22, 2012

  • Time:

– Full version $time.long$, for example 10:14:12
– Trial version $time.short$, for example 10:14

  • URL to opt-out, $opt-out$,
  • URL to opt-in $opt-in$

ADVANCED PERSONALIZED OPTIONS

a) First, the name of the contact: style=”line-height: 1.5em;”>$name.p1$

b) Second, the name of the contact, $name.p2$

c) Optional field for capitalization, (for example, JOHN SMITH to John Smith): $cap:field_name$ Example, $cap:name$, $cap:name.p1$, $cap:cst.imie$,

d) Shortcut function SHA1: $sha1.field_name$ np. $sha1.name$, $sha1.cst.order_id$,

CONDITIONAL CONSTRUCTIONS

a) Optional Constructs: Simple: [#if $name$]$name$[#else]stranger[#end], this will print $name$ if the field is not left blank, but if field is blank, this will print stranger.

b) Advanced: [#if $cst.sex$='M']Dear $name$,[#else]Dear $name$,[#end], this will print Dear Name if the contact detail has the value ?M?, otherwise Drear Name.

Note: SALESmanago recognize only Polish and Czech names.

c) Recognizing the sex of the contact by name, $sex:field_name$ np. $sex:name.p1$, gives the following value, ‘M’ for male, ‘F for female. The value O if not recognized as either. -Advanced options for this feature:[#if $sex:name.p1$='M']Mr $cap:w:name.p1$[#else]Miss $cap:w:name.p1$[#end]! This will print for example, Mr. Konrad or Miss Anna if they happen to have these names.

Note: SALESmanago recognize only Polish and Czech names.

 

d) Option for writing to more than one person, [#if $sex:name.p1$=’M’]Mr $cap:w:name.p1$[#elseif $sex:name.p1$=’F’]Miss $cap:w:name.p1$[#else] Mr and Mrs [#end]

Note: SALESmanago recognize only Polish and Czech names.

EXTERNAL EVENTS 

External events importing details of external events and other values assigned to them, which can be performed by applying the following formula in the text of the email message: $cst.extEvent.EVENT_TYPE.detail1$ – where for detail1 you can substitute any detail from (0-10) while the EVENT TYPE could be any event (PURCHASE, CART, VISIT, OTHER). Remember that the system will load the value of the last event of a particular type.

For example: for every type of external events:
eventId: $cst.extEvent.TYP.eventId$

date:$cst.extEvent.TYP.date$
description: $cst.extEvent$
TYP.description products:$cst.extEvent.TYP$
products location: $cst.extEvent.TYP.
location value: $cst.extEvent.TYP.
value detail1: $cst.extEvent.TYP.
detail1 detail2: $cst.extEvent.TYP.
detail2 detail3: $cst.extEvent.TYP.detail3$

for PURCHASE eventId: $cst.extEvent.PURCHASE.
eventId$ date: $cst.extEvent.PURCHASE.date$ description:?$cst.extEvent.
PURCHASE.description$ products:$cst.extEvent.
PURCHASE.products$ location:$cst.extEvent.
PURCHASE.location$ value:$cst.extEvent.PURCHASE.
value$ detail1:$cst.extEvent.
PURCHASE.detail1$ detail2:$cst.extEvent.
PURCHASE.detail2$ detail3: $cst.extEvent.PURCHASE.detail3$

for CART eventId: $cst.extEvent.CART.eventId$ date: $cst.extEvent.CART.date$ description:$cst.extEvent.
CART.description$ products:$cst.extEvent.CART.
products$ location:$cst.extEvent.CART.
location$ value:$cst.extEvent.CART.
value$ detail1:$cst.extEvent.CART.
detail1$ detail2:$cst.extEvent.CART.
detail2$ detail3:$cst.extEvent.CART.detail3$

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