Adding Merge Fields to a Template

This is the first of two related demos:

- Adding Merge Fields to a Template

- Inserting Rules for Conditional Content in a Template

This two-part demo shows how to create a treatment template inviting customers to a tradeshow. It uses conditional content to determine the geographic location of each recipient, and to invite them to the closest show.

This treatment template can be used directly within Mini Campaigns and Sales Campaigns.

Alternatively, the template can be used as a boilerplate when creating various treatments for multistage marketing campaigns. Each iteration can be tailored to meet the needs of specific campaigns and audience members.

In this first  part, you create a new template and add merge fields to greet individual recipients by name.

Steps:

1. Click the Actions menu.

   Step 1

2. Click Create.

   Step 2

3. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Tradeshow Template"
   .
   Step 3

4. Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "Announce tradeshows in multiple locations"
   .
   Step 4

5. As you create this mail merge type document, begin with the greeting and include the first and last names of the recipient.

   Step 5

6. Enter the desired information into the field. Enter

    a valid value
    e.g.
    "Dear "
   .
   Step 6

7. Use the Element and Element Value lists to add merge fields to the template.

    

   After you select a value in one of these lists, your selected value becomes the default until you make a different selection.

   Step 7

8. Click the button to the right of the Element field.

   Step 8

9. Specify the type of element you want to be able to select from.

    

   Click the Merge fields list item.

   Step 9

10. The list of Merge fields available for you to insert in your template appears when you open the Element Value list.

     

    Click the button to the right of the Element Value field.

    Step 10

11. Scroll to the First name value.

     

    Click the Element Value scrollbar.

    Step 11

12. Click the First name list item.

    Step 12

13. The PersonFirstName field now appears in your template.

     

    Insert a space character as a separator after the first name.

     

    Press [Space].

    Step 13

14. Notice that the list of Merge fields now defaults to First name.

     

    Click the button to the right of the First name field.

    Step 14

15. Click the Last name list item.

    Step 15

16. Add a colon as a separator after the greeting.

     

    Enter the desired information into the field. Enter

     a valid value
     e.g.
     ":"
    .
    Step 16

17. You will begin the text of the invitation on a new line.

     

    Press [Enter].

    Step 17

18. Add the invitation.

     

    Enter the desired information into the field. Enter

     a valid value
     e.g.
     "As a valued customer, we have the pleasure to invite you to our Fall show in"
    .
    Step 18

19. Click the Save button.

    Step 19

In this first of two parts, you have created a new treatment template that will merge in the first and last names of each individual recipient.

To add rules to determine the show location to which you will invite each recipient, see the second part.

This concludes the demo.

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