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Selecting a Personalization Format for an Email Treatment

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 the Personalization Format field is Default Merge Fields. If the field value is not a path name, then 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.

The following procedure shows how to select a Personalization Format (merge fields) for an email treatment.

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

1. Navigate to the Offers screen, then the Email Treatments view.
2. In the Treatments list, click the name of the email treatment.
3. In the Email Treatment form, click the Merge Field Set 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 Categories menu (text editor) or the Categories menu (HTML editor), choose Merge Fields.

   The merge fields must appear in the Personalization Elements menu (text editor) or Items menu (HTML editor).