The simplest way to add FreeMarker/dynamic content to a Click email template is to use the Personalization Menu. These menu options allow you to generate dynamic content for any field on the Contact, Account, and User entities.
Goals
- Learn how to use the Personalization menu in Email Template Editors to add basic FreeMarker interpolations to a template.
Where to Find the Personalization Menu
To access the Personalization Menu within the email designer, click the Personalize button here:
The Personalization Menu
The Personalization Menu allows you to generate interpolations based on the environment’s most recently published Metadata. This means that custom fields added to the Contact, Account, and User entities are easily accessible to dynamic content.
Tip: It is recommended to publish Metadata within ClickDimensions Settings once custom fields are created and published within your environment for Contact, Account, and User entities.
When you select a field, an interpolation will automatically be inserted into the Email Template:
${Recipient.contact.firstname[0]!""}
The field options you may choose from the Contact, Account, User (the Owner of the Contact, or Account) or Email Send entities will appear in the Personalization menu in alphabetical order of the name of the field.
In addition to referencing fields directly on these entities, it is also possible to reference data on related records that are connected to them via a lookup field. If you are trying to reference related or parent records, keep in mind that FreeMarker can only reach one level beyond the recipient's Contact record. For example, you can pull data from the recipient Contact’s related "User" record, but you cannot go further and pull from a record that is related to this User.
The Email Send option in the Personalization menu will allow you to reference custom fields you may have added to the Email Send record entity. Please be sure to publish metadata in order to see these custom fields options if you have created them.
You will find the Contact record's Parent Account record's fields below the standard fields found on the main record. Please note that the contact's parent account is the only lookup record association that populates in the Personalization menu.