Personalization Categories

The personalization categories are listed in the following table. The channel that each personalization category can be used with is also shown.

Personalization Categories

Personalization Category	Available Channels	Description
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.