I would llike to program variable text (paragraph) in an email based on a property loaded into the contact details.
Example: We are a higher education institution and I would like to include a custom paragraph for leads who have declared interest in a specific major. My list upload consists of 14 majors interests.
Is it possible to populate text in the email based on a column in the data list?
Hi @DWomack,
There are two ways this could be approached, without coding.
Option 1 would be using smart content rules in an email: Create and manage smart content rules
You would have to create a list for each of the 14 interests, hover your mouse over the element in your marketing email that you want to make dynamic and click More > Manage smart rules. You can then specify different text for each list.
This option 1 makes sense if you’re only going to use these text blocks once and if you’re having formatting them.
Option 2 is suitable if you’re planning on using the text blocks more often. In this case, you would create a new custom property on the contact record, a multi-line text property. (If you need the text to be formatted, you would create a rich text property.)
In a contact-based workflow, you would enroll all the contacts where the interest is known and then create a Value equals branch for the interest property. In each branch, use the Set property value workflow action to specify which text should go into the multi-line text or rich text property. You can then use the property as a personalization token in your email.
Let me know if you need more detailed instructions, happy to elaborate and share screenshots.
Best regards!
Hi,
I would very much appreciate further information on Option 2. we have 24 different audiences that need to be sent an email, with each segment having a variable paragraph that needs to be entered into the email body. I’m assuming I can set up a custom property for the multiline text variable paragraph and then import it as required (it will somewhat change for most edms). I’m a little stumped on how a rich formatted custom property can be set up correctly as well as how the workflow would be able to input the variable paragraph custom property into the edm.
We use marketing hub professional ed. Thank you for any assistance you can offer.
What @karstenkoehler recommended is something we use quite a bit in our systems. We will do this for partial sentences as well…
"Now that you are approved, "
“While we wait for your approval,”
“As I am submitting your approval today,”
The set up goes like this:
Contact Properties: Approval Status, Approval Intro Text
(In your case, Interest Selected and Interest Text)
The workflow has a trigger for “Approval status is known”
There’s a Branch for Value equals for each of the Approval Statuses.
Then an “Edit Record” where you define the value of Approval Intro Text.
Then that text, or paragraph, can be used as a personalization token in any communication workflow.
In my case, we will send SMS with “[Approval Intro Text}} we will need to set up a meeting to discuss…”
So my customers get:
“Now that you are approved, we will need to set up a meeting to discuss…”
“While we wait for your approval, we will need to set up a meeting to discuss…”
“As I am submitting your approval today, we will need to set up a meeting to discuss…”