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Siebel Marketing User Guide > Creating and Using Offers and Treatments >
About Using Personalization Categories When Editing Treatments
This topic describes the personalization objects that can be added to treatments. Personalization categories are categories of supported object types that can be embedded in treatments when you edit the treatment. Depending on which category type you select in the editor, the Personalization Elements menu (text editor) or the Items menu (HTML editor) contains the available elements for that category. Personalization Categories
The personalization categories are listed in Table 10. The channel that each personalization category can be used with is also shown.
Table 10. Personalization Categories
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Merge Fields |
Email offers, Web offers, Fax offers |
Merge Fields allow you customize treatments by contact or prospect. The Merge Fields that are available for you to select is determined by your configuration. If you are using the advanced mode, then merge fields can be extended using fields from the segmentation module. For more information, see Using Merge Fields in Email Treatments. |
Product Catalog Items |
Email offers, Web offers |
Product catalog items are limited to those defined for the Product catalog page for the products associated with the treatment. |
Response Forms |
Email offers, Web offers |
Typically, response forms are Web forms that a contact or prospect can use to respond to a treatment through the Web. For additional information, see Adding Response Forms to Email Treatments. |
Events |
All offer channels |
You can associate an event with a treatment provided the event has been defined for this treatment in the Related Events link bar. For information, see Associating Web Offers, Web Surveys, Events, and Trackable URL Personalization Items with Treatments. When you add a related event, you can only display events with active dates that have a status code of Executing or In Progress. |
Trackable URLs |
Email offers, Web offers |
Use trackable URLs to embed hyperlinks into a treatment that link to other treatments, or to generic Internet Web pages. When a contact or prospect clicks this link, Siebel Marketing records a campaign response. You can associate a trackable URL with a treatment provided the URL has been defined for this treatment in the Trackable URLs link bar. For information, see Associating Web Offers, Web Surveys, Events, and Trackable URL Personalization Items with Treatments. |
Web Treatments |
Email offers |
You can associate a Web treatment with the treatment you are currently defining. You can relate the same Web offer to more than one email treatment. For example, you might have a Web offer and want to associate that Web offer with multiple email offers. In this case, each of these email offers has a link to that same Web offer. The list of Web treatments is limited to those defined for this treatment in the Related Web Treatments list view tab. For information, see Associating Web Offers, Web Surveys, Events, and Trackable URL Personalization Items with Treatments. |
Web Surveys |
Email offers, Web offers |
You can associate a Web survey with the treatment you are currently defining. The list of Web surveys is limited to those defined for this treatment in the Related Web Surveys list view tab. For information, see Associating Web Offers, Web Surveys, Events, and Trackable URL Personalization Items with Treatments. |
Dynamic URLs |
Email offers |
Use dynamic URLs to embed hyperlinks that can include merged fields into an email treatment. When emails are generated for the treatment by the Marketing Email server, the merged field content is dynamically merged into the URL. The list of dynamic URLs that is available when editing treatments is limited to those you define on the Dynamic URLs link bar. For additional information on Dynamic URL functionality, see Adding Dynamic URLs to Email Treatments. |
Social Sharing URLs
(This category is listed as Social URLs in the editor menus) |
Email offers |
Use social sharing URLs to embed hyperlinks, which are associated with one or more social network icons, into email treatments. Customers who are targeted for the email campaign can share the hyperlink on their social networks. The list of social sharing URLs that is available when editing treatments is limited to those defined on the Social Sharing URLs link bar. For additional information, see Adding Social Sharing URLs to Email Treatments. |
Downloads |
Web offers |
You can select files that are available for downloading with the treatment. To be available for selection in the editor, the download items must have been defined in the Downloads list for the treatment. For additional information, see Adding Attachments to the Web Treatments Downloads List. |
For Web offers, Web surveys, Events, and URLs (trackable, dynamic, and social sharing URLs) to be available for selection as personalization elements, you must add records to the relevant lists. For more information, see Associating Web Offers, Web Surveys, Events, and Trackable URL Personalization Items with Treatments. About Using Personalization Items
You can insert any field from the Personalization Elements menu (Text editor) or Items menu (HTML editor) that is available for a treatment by selecting the item, then clicking the insert arrow when editing the treatment. For example you might want to personalize an offer with the contact's name, such as: Exciting Offer for [Field: First Name] [Field: Last Name]. Using the Merge Fields category, select the personalization item [Field: First Name] and insert it into the desired location in the message. Repeat this procedure to add a last name. Typically, the tags for personalization items are enclosed in brackets ([ and ]). During run time, the target values are substituted for personalization elements. Response forms, product links, Web treatment links, and Web survey links personalization items are encoded so that they become URL links containing the destination address, with campaign, treatment, and recipient codes included. Thus, the URL in any text-based email can become long. The following list contains descriptions of how links to offer elements appear in an offer:
- Web offer link. The following is an example of how a link to a Web offer appears in an offer. The hyperlink is the image (banner_midsize.gif). When you click the link, the Web offer (Introducing Diet Vanilla Cake) appears.
<a href="[*Web Offer: Introducing Diet Vanilla Cake]"><img src="banner_midsize.gif" border=0 width="149" height="43"></a>
- Event link. The following is an example of how a link to an Event appears in an offer. The hyperlink is Click Here. When you click the words Click Here, the specific Event appears.
<a href="[*Web Offer: Introducing Diet Vanilla Cake]">Click here</a>
- Web survey link. The following is an example of how a link to a Survey appears in an offer. The hyperlink is the image (customer_survey.gif). When you click the image, you are taken to a predefined Web survey page.
<a href="[*Web Survey: Diet Vanilla Cake Survey]"><img src="images/customer_survey.gif" border=0 width="156" height="23"></a>
Web surveys are used to capture customer feedback or qualify leads. Using the Web Survey designer, you can design a survey one time, reuse questions and answers for multiple surveys, and deploy the survey on the Web and in the Call Center. For information on Web surveys, see About Web Surveys and Landing Sites.
- Trackable URLs link. The following is an example of how a link to a trackable URL appears in an offer. The hyperlink is Click Here. When you click the words Click Here, the specific URL appears, showing any specified data elements.
<a href="[*Trackable URL: DVC URL]">Click here</a>
- Products link. The following is an example of how a link to a Product URL appears in an offer. The hyperlink is the image (order_now.gif). When you click the image, the specific product page appears.
<a href="[*Product: Diet Vanilla Cake]"><img src="images/order_now.gif" border=0 width="81" height="23"></a>
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