Dynamic Email Content

Email Marketing gives you the ability to personalize or tailor email messages or subject lines for particular groups using dynamic content. This dynamic content can be determined by most fields on the Person or Lead record.
There are two basic types of dynamic content:
  • Merge Fields: Adding personalization merge fields, like “Hello [firstname]” to the body or subject line for your email.
  • If-Then-Else Content: Using fields on the Person or Lead record to determine the content to be displayed in the email message. Persons with one value in a data field may see one picture and/or text while those with other values in that same field would see a different picture and/or text. This logic can also be used in the Subject line of the email.

Merge Fields:

Most fields on the Person or Lead record, or on a one-to-one related entity, are available as merge fields. To find and insert merge fields, you will need to be in a Mailing. Go to the HTML Content area. From the menu bar, go to the Merge Fields dropdown and select the desired field.
For more information on Merge Fields, see the related wiki page.

If-Then-Else Dynamic Content:

You can use Enrollment Manager data to determine what the recipient should see in their email. Below is a basic user guide for writing the dynamic content expressions. Note that you must be comfortable with HTML to use this feature. We recommend this be done by an experienced HTML designer or web developer. Else, you can submit your request to emsupport@ruffalocody.com. 
The basic commands for if-then-else dynamic content are:
[IF `contact.address1_stateorprovince` LIKE "Georgia" ]
This is the opening statement for dynamic content. The Person record example above tells the system to send content immediately following the IF statement to records with Georgia in the State or Province field. (For Lead records, use merge field lead.address1_stateorprovince.)
Any Person or Lead record merge field can be used where `contact.address1_stateorprovince` appears. Any value can be used were "Georgia" appears. You can also use multiple values in one IF statement:

[IF `contact.address1_stateorprovince` LIKE "Georgia" OR `contact.address1_stateorprovince` LIKE "Alabama"]


[IF `contact.address1_stateorprovince` LIKE "Georgia" AND `contact.address1_city` LIKE "Atlanta"].
This statement tells the system to send the content following the [ELSE] statement to records that do not fall within the criteria defined by the IF statement. Using the IF statement from above as an example, the content following [ELSE] will go to anyone who does not have a Georgia address. It is not required that you use an [ELSE] statement.
This statement closes the IF statement. It is required in order for your email to display the dynamic content properly.
The statements above can be inserted into the HTML editor normal version or inserted directly into your code.
See attachment below for sample HTML code.
In the example below, we show how Persons that have Georgia as the state on their address will have one picture and text displayed, Persons with Alabama another picture and text, and all others will have another display.

There is also sample template for Dynamic Content that is in the Sample Templates folder. However, this template is based off of a sample company and you will need to make changes to make it applicable to a higher education market.

IMPORTANT: Any time you create dynamic content in the message body or subject, it is critical to test all scenarios (IF, ELSEIF) to confirm the content matches your intent. 
Jan 30, 2012, 1:53 PM