- In the Main Navigation, click Create New > Message
⇒ The Message Creation window opens, select your Type.
- Create a message.
⇒ The Content window opens.
- Click Personalization .
⇒ The Personalization wizard opens.
The Personalization Wizard
The Personalization wizard provides you with quick access to all available personalizations, including both personalization placeholders and complex personalization rules. It is also possible to create new complex personalization rules directly in the Personalization wizard.
Opens the Personalization Builder , where it is possible to define new complex personalization rules ( InsertIf/InsertElse statements).
Searches for existing personalizations. The quick search includes an auto-suggestion feature (see Search for Personalizations (Quick Search)).
Opens a list of all existing personalizations (see Search for Personalizations (wizard)). Personalizations can be deleted here.
Most Frequent Usages
Displays the most frequently used personalizations. Before installation, your customer representative can define 5 personalizations that appear here. However, these initial 5 personalizations are overwritten as other personalizations are used more frequently.
Most Recent Usages
Displays the last five personalizations that are used in your system.
Displays the name and description of the activated personalization. Personalization names are not unique, so it is advisable to provide a description of each personalization to allow you to differentiate between personalization rules.
Defines how the personalization is inserted in the message:
The most frequently and recently used personalizations are updated only after message sendout. The information is not updated to reflect personalizations that are inserted while you are working within the draft message.
This button selects the personalization for insertion. Depending on the Insert Mode, the personalization is either selected for insertion by right mouse click, or inserted immediately at the selected location. In right mouse click mode, the mouse pointer is marked with a red circle. When the mouse moves to a message field where personalizations can be inserted, the circle turns green, and the personalization can be added.
This button opens the Personalization Builder window (see Code View (wizard)), where it is possible to edit the personalization.
Drag & Drop
This symbol allows you to drag and drop a personalization into the message. It is not possible to apply a complex personalization to an entire section of a message with the drag & drop insertion method.