Applying personalisation

You can add personalisation to the output file. This can include free text such as voucher codes or campaign codes or a data variable as defined and available in the system, such as Run Date. These output fields are appended to the output file and sent when published to the chosen channel.

To get the most out of personalising your email content, see Apteco email.

Note: When adding personalisation fields to email content with Apteco email, Orbit sets the default field type to Variable.

Note: You can also change the channel type on the fly for a message step and retain all personalisation settings from the original channel. For example, you could change from an email step to a WhatsApp step without losing any personalisation.

Just click the Option menu in the step side panel, then click Change Channel Type.

Adding free text

To add free text:

1. Click Add Content Field under the personalisation menu option.

   

2. From the drop down add content field menu, select Text Field.

   

   In this case, we are going to flag every record in the output file with an OfferCode specific to this campaign. The field value is the content of the field, in this case the code itself.

   The field name is the column header and in this case the output column is called OfferCode.

3. Click Add to navigate back to the personalisation screen.

   

   Note: There is a limit of 4000 characters for a text field.

Adding variables

To add a variable:

1. Under personalisation, click Add Content Field.

   

2. In the drop down menu, select Variable.

   

   In this case, we are going to flag every individual with their segmentation value. The field value is the content of the field, in this case the variable holiday segmentation.

3. Click in the Field Value to search for the variable that you wish to include as an output column.

   

   The field name is the column header and in this case the output column is called holiday segment.

   

4. Click Add to navigate back to the personalisation screen.

   

   

5. You can change whether you wish to display the codes of the categories within the variable or the description of the categories by using the drop down to the right side of the variable name.

   

6. Continue to add Content Fields as required and when complete, click Apply.

   Info: The journey builder updates to summarise the Email details set.

Adding the Run Date variable

You can use the campaign Run Date variable as a content field for personalising messages.

This lets you create dynamic, time-sensitive messaging tailored to the campaign's schedule.

To add the Run Date variable to personalisation:

1. In your message step side panel, click + Add Content Field.

   

2. Select Run Date, then give your field a name.

   

You now have the Run Date variable as a personalisation content field.

Changing the format of the selected variable

Once the variable has been selected, you have the option to change how the data is presented in the output file.

1. To change the presentation of the output data for a particular variable, select the Formatting option from the action menu next to the variable.

   

2. Variable formatting can be selected via the drop down menu on the screen. The data can be re formatted to be in uppercase, title case, lower case or to remain unformatted. This helps to create uniformity when using the information in any dynamic copy.

   

3. You can also decide whether to blank any records flagged as Unclassified. Record (where particular for that data variable) information that has not been collected is usually by default flagged as ‘Unclassified’, which appears on the output file.

   

4. Once any changes have been made, click Apply.