Navigation Path

  1. In the ​Main Navigation​, click Create New > Message
     ⇒  The ​Message Creation​ window opens, select your  Type​.
  2. Create a message.
     ⇒  The Content​ window opens.
  3. 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.

Action

Description

​New​

Opens the ​Personalization Builder​ , where it is possible to define new complex personalization rules ( ​InsertIf/InsertElse​ statements).

​Search​

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.

​Selected Personalization​

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.

​Insert Mode​

Defines how the personalization is inserted in the message:

  • Right Mouse Click:​ The personalization is inserted with a right mouse click. This insertion method is recommended if you want to select paragraphs of the newsletter and position complex personalization (InsertIf) tags around it.

  • One Click:​ The personalization is inserted directly after it is selected. Before you click, select the position in the message where you want the personalization to appear.


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.

Actions

The available actions for individual personalizations appear beneath the personalization.


Action

Description

 ​Use

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.

Edit​

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.