Siebel Marketing User Guide > Creating and Using Offers and Treatments > Personalization Items >

Using Merge Fields in Email Treatments

Your application can be configured to use email merge fields in the following ways:

• Basic. Provides a static set of merge fields based on the campaign recipient business component. These merge fields are available when your organization has not licensed or deployed the marketing segmentation module.
• Advanced. Provides a flexible set of merge fields based on data from any data source or table within the application. The merge fields in this case are controlled by the Personalization Format (Email Server list format) that you select for the email treatment.

For instructions on configuring the Basic or Advanced modes for email personalization, see the Siebel Marketing Installation and Administration Guide.

In the Basic configuration, each category has a number of personalization elements. For example, the Merge Fields category has the following personalization elements (depending on the personalization format used):

• [Field: M/M]
• [Field: First Name]
• [Field: Middle Name]
• [Field: Last Name]
• [Field: Account]
• [Field: Account Location]
• [Field: Job Title]
• [Field: Work Phone #]
• [Field: Home Phone #]
• [Field: Cellular Phone #]
• [Field: Fax Phone #]
• [Field: Email Address]
• [Field: Current Date]
• [Field: Source Code]

In the Treatments screen, in the Advanced view tab, you need to select the appropriate personalization format for the email treatment in the email treatment form. When you create an email treatment, the values for the Email Marketing Server and Personalization Format are set based on settings established by your administrator.

The default value for Personalization Format field is "Default Merge Fields". If the field value is not a path name, the available merge fields come from the Campaign Recipient business component user property. Otherwise, the columns in the report identified by the path are displayed in the Merge Fields picklist. You can change the default value for this field by using the Email Personalization Format server parameter for your object manager.

To select a Personalization Format (merge fields) for an email treatment

1. Navigate to the Offers > Email Treatments screen.
2. In the Treatments list, click the name of the email treatment.
3. In the Email Treatment form, click the Personalization Format select button.
4. In the dialog box, select the appropriate format from the folders that appear.

   For more information about creating Email Server formats, see Siebel Marketing Installation and Administration Guide.

5. In the Edit Email form, from the Personalization Items drop-down list, choose Merge Fields.

   The merge fields must appear in the Personalization Elements list.