roostermail email campaigns

Personalize

How do I personalize a campaign?

We allow you to personalize the subject line and content for each campaign you send. By adding any of the following tags to your  campaign content, we will dynamically change these values for every recipient when sending the campaign. You could even add the name tags to the subject line of your email for a more personal approach.
First Name (everything up to the first space character) – [firstname,fallback=customer]Last Name (everything after the last space character) – [lastname,fallback=customer]Full Name[fullname,fallback=customer]Email Address[email]

When personalizing a recipient’s name, you can provide a fallback value which is displayed if that field is empty for that recipient. If you would like nothing displayed when a recipient’s name field is empty, simply leave the fallback value blank (e.g. [firstname,fallback=]).

The fallback term can be any plain text word or phrase, but it isn’t possible to use a custom field value there.

Personalization with your custom fields

As well as personalizing your campaigns with variations of name and email address, you can also add any custom fields you might have set up for a subscriber list.

When adding a custom field, you can specify a personalization tag for that field. Whenever you add these tags to a campaign and send it to that list, those fields will be populated with each subscriber’s information.

Just like name and email address, you can provide your own fallback terms for these custom fields, using the same fallback code (e.g. [address,fallback=]).

Inserting a link to a web based version of your campaign

You can use our simple <webversion></webversion> tag to generate a personalized link to a web based version of your campaign for every recipient. This means that even if they’re viewing the web version, we still track how many times they checked it out, what links they clicked on, etc.

In your HTML code, just use the tag <webversion></webversion> and and we’ll do the rest.

 

How to test your personalized email

Once you have the tags inserted into your document, you will want to send yourself a test and see them in action. Make sure you have got your campaign setup, and have defined the recipient list that includes the relevant custom fields.

Then, when you get to Step 4.1 Test your campaign you will see that you can choose to send a personalized version of your email to any address. The personalization tags will be filled out using the details of a random subscriber from your list, so you can see the email exactly as they will when you send the campaign.

You can also choose to test the fallback terms, which is what any subscriber who does not have a value set for that field would see.

Personalization in your web version

When you send a preview, and click through to the web version, you will only see the fallback terms, not any specific custom data. That’s because the preview web version is generic and not specific to any subscriber. However, when you send your real campaign, each subscriber will see their own customized web version link, which will open the web version with their own personalization in it.

The generic web version with fallback terms is also what you will get if you use the “Share” link from your campaign reports.