Using Merge Fields in Email Treatments

Your application can be configured to use email merge fields in the following ways:

• Basic. Provides a static set of merge fields based on the campaign recipient business component. These merge fields are available when your organization has not licensed or deployed the marketing segmentation module.

• Advanced. Provides a flexible set of merge fields based on data from any data source or table within the application. The merge fields in this case are controlled by the Personalization Format (Email Server list format) that you select for the email treatment. For information on selecting a personalization format, see Selecting a Personalization Format for an Email Treatment.

For instructions on configuring the Basic or Advanced modes for email personalization, see Siebel Marketing Installation and Administration Guide. In the Basic configuration, each category has a number of personalization elements. For example, the Merge Fields category has the following personalization elements (depending on the personalization format used):

• [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]

• [Field: Contact Id]

• [Field: Prospect Id]

• [Field: Camp Con Id]

• [Field: Segment/List Name]

• [Field: Forwarder Message]

• [Field: Subscription List]

Note: Current Date is a calculated field. This merge field is replaced by the Campaign Send Date when the campaign is launched.

You can use merge fields in the body of a text or HTML email treatment, in the same way that they are used within the text or HTML of other treatment types. Additionally, you can use merge fields in the following areas related to email treatments:

• Subject Text field of the email treatment. The text to appear in the subject line of the email.

• From Address parameter value. A parameter of the Email Marketing Server in User Delivery Profiles.

• Reply To Address parameter value. A parameter of the Email Marketing Server in User Delivery Profiles.

For example, to personalize the From Address parameter with a first name, navigate to the Administration - Marketing screen, then the Servers view. Select the Email Marketing Server and enter ${first name}@example.com in the From Address field.