How to add personalised content to your emails by Patricia O'Leary
Step 1: Before you begin, it is important to ensure the subscriber information has been uploaded and saved into the Newsweaver system. For help with this, watch this video.
Step 2: To begin personalising the content, you must first go to the Edit Page of your newsletter or flyer and click on the edit article icon to begin. This will open the Edit Article Page.
Step 3: Once in the Edit Article Page, you can begin personalising. For this example we will personalise the “First Name”. To do this, place the curser at the point where the personalised text is to appear. When the curser is in place, click on the “Insert Content Macro” icon on the edit bar to open the “Insert Content Macro” window.
Step 4: In the “Insert Content Macro” window, there are two dropdown menus. On the first dropdown menu called “Insert” choose the option “Subscriber field”. As the personalisation is field based, this is the default option on the menu.
On the next drop down menu called “Field”, choose from the list of fields that are available. This will determine what field of information will be pulled into the content of the newsletter of flyer. For this example we are using the First Name as a field.
The option to fill in a default appears next. The default is the text that will appear if the field you are personalising is blank for a particular subscriber. It is very important to add the default value as it secures against missing content within the newsletter. In this example we will add the text “Customer”; if the first name field is blank for a particular subscriber then the text “Customer” will appear instead.
After adding the default text, click ‘Insert’. On clicking ‘Insert’ you will be brought back to the editing screen. The personalisation macro has been added to the text. To complete, click save and close.
Step 5: The next step is to ensure the personalisation macro and default field has been added correctly. This can be checked in the preview page where “Dear Customer” is the default setting.
Step 6: Next you need to check the personalisation macro is working for a specific user. To check this, go the “Preview setup” on the bottom right hand side of the page and select the option to preview as a specific subscriber. When this option is selected a field appears for an email address to be entered. Type the email address of one of the subscribers on the account and click the update button.
This will show if the personalisation macro is working as expected. For more information watch this videoon how to add personalised content to your email.
