One of the benefits of using Click Marketing Automation is that you can personalize your email with Power Platform data. You can personalize the email with information from Contact, Account and User records as well as the Sender record. The Email Editor can also access entities that have a many to one (N:1) relationship with these entities.
The code inserted into the email by our easy to use email editor buttons is FreeMarker code.
In the examples below, we are going to personalize the email with a salutation using a Contact's first name.
Personalization Menu
When working in the Email Editor, you can add personalization to the email:
Click the Personalize button to open the Personalization menu:
Within the Fields tab, you can select a Personalization Source to insert information from the following record types into your email:
- Account
- Contact
- Email Send
- Owner (of the Contact or Account being sent to)
After selecting a source, a Fields drop-down will appear to allow you to select which fields you would like to add from the source entity. If you do not see a custom field you created, publish metadata:
As you select your desired fields, the Preview area will update to show you the Freemarker code for each selected field:
Within the Related Entities tab, you can select a Personalization Source of Account or Contact and then select a related entity to insert information from. A maximum of 1 related entities can be used within an email. Unlike the Fields tab, the Related Entities tab generates a list by pulling the selected fields from each related record instead of pulling from a specific record. After selecting a source and related entity, a Fields drop-down will appear to allow you to select which field(s) you would like to add from the related entity. If you do not see a custom field you created, publish metadata:
Once you have selected your desired fields, select Add Personalization to insert the code directly into the email.
NOTE: The Account option is referring to when you send an email directly to an Account record. It is possible to send Marketing Automation Emails to an Account entity. These emails will go to the email address on the Account record (not the primary contact and not all the Contacts under the Account, but to the actual Email Address field on the Account record). With that said, we recommend that you stick to sending to Contacts as much as possible because web tracking and forms cannot be associated to Accounts since they are viewed as groups of people and not individuals in Marketing Automation.
Selecting Entities for Personalization
By default, Click's personalization menu offers options for the fields on the Contact and Account entities. You also have the ability to select any additional entities (native or custom) that has a many to one (N:1) relationship with your Contact or Account entities as additional personalization options. To enable these, navigate to Settings and Support > ClickDimensions Settings > Personalization Configuration:
Once your entities are selected, then you will be able to choose a specific field when you select a lookup field that uses those entities in the Email Editor or the Subject field of your email send. For example, the Select School Field appears after selecting the School entity in this example:
Personalizing Subject Lines and From Information
You can do this same personalization for the subject line, as well as the From Name and From Email fields. Just do the same as above and copy the script and paste it into the subject line, From Name, and/or From Email Address field(s).
You can also use the Personalize button at the right end of the Subject field to select and insert Freemarker.
If you have enabled any entities in the Personalization Configuration settings as described above, then you will also have access to their fields when you select an appropriate lookup field as your Contact/Account field.