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Siebel Marketing User Guide > Creating and Using Offers > Personalization Items > Merge Fields Personalization ItemUse merge fields to customize offers by contact or prospect. Contacts or prospects can have multiple fields associated with them, each field defining some attribute of a contact or prospect (for example, the person's last name, their first name, or their account number). For each unique contact or prospect, the value of these fields may differ. You insert the merge field personalization element in the text and then the value of the Contact or Prospect field is populated into the text where you inserted the merge field personalization item. The following simple example shows two prospects with the first names of Sally and Fred, how the personalization item appears in the offer before and then after the contact or prospect field is populated. Before population in the offer text: When Sally receives the offer, she gets the following: When Fred receives the offer, he gets the following: In some contact or prospect records, a value might not exist for a non-numeric merge field. For example, the database record from which the value comes is a NULL entry. When the contact or prospect field is populated, the merge field may default to one of the following values:
For Web offers, surveys, events, and URLs to be available as personalization elements 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 more information, read About Associating Web Offers, Web Surveys, Events, and URLs with Offers. You can insert any field from the Personalization Elements drop-down menu by selecting and inserting it into the body of the email message. For related information, read About Using Hyperlinks (HREF) in Offer Templates. For example you may want to personalize the offer with the contact's name, such as: Exciting Offer for [Field: First Name] [Field: Last Name]. Using the Merge Fields category, you would select the personalization element [Field: First Name] and insert it into the desired location in the message. 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:
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