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Using Personalization Categories

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The Personalization Categories drop-down list contains the categories of supported embeddable object types. Depending on which category type you select, the lower list displays the available personalization elements of that category.

The available personalization categories are:

Events
Merge Fields
Product Catalog Items
Related URLS
Response Forms
Web Offers
Web Surveys

Each category has a number of personalization elements. For example, the Merge Fields category has the following personalization elements:

[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]

For Web offers, surveys, events, and URLs to be available as personalization elements within the Web Offers, Web Surveys, Events, and Related URLs categories, you must add the records to the Web Offers, Web Surveys Related Events, or Related URLs lists. For details, see Associating Web Offers, Web Surveys, Events, and URLs With Offers.

You can copy any field from the Personalization Elements list and paste it into the body of the email message. For related information, see Using Hyperlinks (HREF) in an Offer Template.

For example you might want to personalize the offer with the contact's name. For example, Exciting Offer for [Field: First Name] [Field: Last Name].

Using the Merge Fields category, you would select the personalization element [Field: First Name] and press CTRL+C to copy it. Then, you would paste (CTRL+V) the field or fields into the offer template text, or the subject line of the email. You would repeat this procedure to add a last name.

Typically, the tags for personalization elements are enclosed in brackets ([ and ]).

During run time, the target values are substituted for these personalization elements. The response forms, product links, Web offer links, and Web survey links are encoded so that they become URL links containing the destination address, with campaign, offer, and recipient codes included. Thus, the URL in any text-based email can become long. The following list contains guidelines for setting up personalization elements:

The Merge Fields list is limited to the contact or prospect business component. This list can be extended using Siebel Tools by modifying the user property Substitution Field in the Campaign Recipient business component. Additional merge fields may be added through configuration.
The list of Merge Fields includes a calculated field called Current Date. This merge field is replaced by the Campaign Send Date when the campaign is launched.
The Product Catalog Items are limited to those defined for the Product catalog page for the products associated with the offer.
The list of Web offers is limited to those defined for this offer in the Related Web Offers list (view tab).
The list of Web surveys is limited to those defined for this offer in the Related Web Surveys view tab.
The list of related events is limited to those events defined for this offer in the Related Events view tab. When you add a related event, you will only see events with active dates and that have a status code of Executing or In Progress.
Related URLs allow you to embed hyperlinks to Web pages in an offer. These hyperlinks can contain commands such as GetContactId and GetOfferId that retrieve data elements and insert them in a related URL. Related URLs must start with http://. If the URL does not begin with http://, the Web server address is inserted at the start of the URL that you specified.

For example, you can create a related URL that looks like the following:

NOTE:  There are no spaces in the following URL. It is typed as one string of characters.

http://www.siebel.com/ response.asp?ContactId=[GetContactId]&OfferId=[GetOfferId]&Campa ignId=[GetCampaignId]

When the offer is rendered, the actual values for Contact ID, Offer ID, and Campaign ID are retrieved and substituted into a URL. The destination URL (http://www.siebel.com/response.asp) needs to be configured to parse the data elements passed and then take action. You perform this task outside of Siebel Marketing.

Response forms are Web forms that a contact or prospect can use to respond to an offer through the Web. The response forms for an email offer are Request Unsubscribe, Request More Info, and Request Call Back.

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