Dynamic Elements

Dynamic Texts

„In this area you find all available dynamic texts. These can be added as placeholders within mailings. They will be enhanced with the defined output options depending on the contacts.“ Please note: Dynamic texts are not used in the context of event-based trigger mailings or DOI (Double opt-in) mails. These must be dispatched promptly, so no actualization could be done any more. Dynamic texts are basically texts displayed in mailings and will vary depending on the specified rules. They are most frequently used in salutation rulesets which specify the text to be displayed depending on the contact field values (e.g. „Dear Mrs Doe“ for value „female“ in the field „gender“ and „Doe“ in the field „lastname“). Another possible usage would be to name differing contact persons for your customers, depending on the targeted geographical region (could be specified by the ZIP code or our Geoselector) or differing coupons for different customer types (platinum, gold etc…). Because of its frequent use, new Maileon accounts will contain the dynamic text „Standard Salutation“ when delivered. This text is based on querying the content of standard contact fields and is capable of multilingual output. Of  course we can edit this default text when preparing your account, or remove it if you prefer this. Dynamic Texts In order to activate dynamic text output you need to insert a placeholder for it into your mailing. This procedure is further explained in the section „Mailing Creation“. The toolbar in this menu allows following actions: create dynamic text, refresh (contact) coverage and delete selected dynamic texts. Dynamic Text Toolbar The listing shows a checkbox for marking texts, the text names, the number of rules contained and the coverage (to which percentage of your contacts do the text rules apply). The button „Create dynamic text“ calls a menu of the same name. You can edit a dynamic text by clicking its linked name. Existing filter criteria can be deleted using the red „X“ symbol. You can change their sorting using the arrow symbols: Modify Dynamic Text
 Creating a Dynamic Text
Create Dynamic TextLet us create a dynamic text: we assume you would like to create a salutation ruleset. The text output should be „Dear Mrs Doe“ or „Dear Mr Doe“, depending on the contact’s gender and last name. The fallback for both should be „Dear Reader“ (the fallback will be used when no information on gender and/ or last name is available). Name: please enter a meaningful description like for example „Salutation Ruleset – Custom“. Creation & author: this information will be automatically retrieved and displayed. Actuality: Becomes important after the text has been created and saved. When displaying an already saved text (by clicking its name in the overview), you either have a green symbol signalizing coverage is up to date, or an exclamation mark warning you to refresh coverage by clicking the link „update“. Basic mailing list: As implied by the mouse over info text, the basic mailing list will only be used to calculate (contact) coverage per if-then rule. It has nothing to do with the actual list used in the mailing.
Filter Criteria
For an existing text you can view the criteria here. Since we want to create a new text, please click the link „add new filter“. This will call the Criterion Editor: Criterion Editor
Criterion Editor
Basis of Selection: You have 3 options here:
  • Contact Field Value: for our example we need the fields „Gender“ and „Lastname“.
  • Geographic Reference: suited for dispatch on a regional level (delivering different dynamic texts to contacts in different, specified geographic areas). Clicking the button „Start GeoInterface“ will open a geoselector where you can choose from various actions like loading a standard area, loading a custom area, creating a custom area (freehand), creating a circumcircle search, creating a journey selection and creating a population density selection. Depending on your choice multiple context sensitive workflow steps are possible.
  • Response Property: Allows creation of a dynamic text depending on the recipients‘ response behavior. Your options are: has bounced, has clicked, has clicked (unique), has opened and has opened (unique).
Fallback: The fallback output needs to be entered into the box below „None of the rule conditions apply“. As stated before, we require the contact fields „Gender“ and „Lastname“ for our example. For the female recipients please select the contact field „gender“, locigal operator „is equal to“ and value „female“. By the way, you can already check coverage for the selected field using the looking glass icon. After selecting the terms as mentioned above, please click the button „Save filter condition“, then „add an AND-condition“ to add the criterion for the last name. Here we need „Contact field value“ as basis again, and „Last name“ as criterion. The logical operator should be „is not empty“, assuming the fields have been filled with the correct values. Then please save the condition again. Your screen should now look like this:
Rule output
Now we can define the desired text output using the field „Rule output“. For our example we add the word „Dear“, followed by a space to match the format „Dear [Lastname]“. Now we click the icon to the right  to open the personalization menu. Here we select the contact field „Last Name“ for output. It is recommendable to check the box „use function“ for a more detailed output, in this case „First letter upper case“. This avoids having the last name spelt all in lower caps. Then we click „Save filter condition“. Personalization To complete this condition we enter a comma after the placeholder brackets. The Rule output should now read: Dear Mrs [[CAP-FIRST|CONTACT|LASTNAME]], Now we repeat the previous steps for the male recipients: instead of (Gender is equal to) „female“ we put „male“, and in the Rule output field „Dear Mr“ instead of „Dear Mrs“. This will result in a second Rule output: Dear Mr [[CAP-FIRST|CONTACT|LASTNAME]], Salutation Ruleset - Example That’s it! Now we can click the button „Save dynamic text“ and find the new Text in the Dynamic Texts overview. New Text in Overview You can select it in the actual mailing editor now after entering the required placeholder, thus adding it to the mailing content like a conventional element (text or image). Of course you can create a less formal salutation like „Dear Jane“ and „Dear John“ by using the contact field „firstname“ instead of „lastname“ – there are numerous options.  ]]>

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