Personalize a message or send unique codes (using dynamic tags)

Modified on Mon, 08 Jan 2024 at 10:40 AM

When sending a message, you can use dynamic tags (also referred to as merge tags) to personalize, or send unique values (like purchasing codes) in an email or SMS message.

Important notes:

  • Ensure your number of codes matches the number of email addresses
  • Use the csv file that's provided in the platform

How to personalize an email message

Dynamic Tags are found inside the email builder

  • Navigate to the Messaging menu
  • Click New Message and choose email, or open an email draft
  • Complete the fields on Step 1 of the email, and then click design an email
  • When designing the email using the email builder, you can add Dynamic Tags to any Heading or Text element by clicking on Dynamic Tags

 

  • Select a Dynamic Tag

  • The Dynamic Tag will then appear in your text


Dynamic Tags Fallbacks 

You can also add Dynamic Tags Fallbacks by clicking on the “preview” drop-down menu



How to add a Dynamic Tag in the Subject line

  • Open your email message
  • In the Messaging dashboard, click Message Details
  • Click Insert Dynamic Tag


  • Select the Dynamic Tag




  • Click Save


How to include unique values in an email message

  • When designing the email using the email builder, click on the Import Dynamic Tags element in the top-right-hand corner


  • Click Download this CSV file, to export a file containing the list of recipients for this message. Note that this exact file must be used

  • The CSV file will be sent to your email inbox


  • Next, open the CSV file and add a new column for your dynamic tag and specify the info for each contact (the column header will be the name of your dynamic tag).
  • To add a custom tag, like a unique code or unique URL, add and label a new column in the CSV file, then add the values for each contact. You can add multiple columns with values.
  • Save the CSV file once populated.


  • Drag and drop the saved file into the drop box, or click to browse and upload the file from your saved location.


  • Click Import Fields


  • You can now insert the unique values in any Heading or Text element by clicking on Dynamic Tags


How to personalize an SMS message


  • Navigate to the Messaging menu
  • Choose the Messages tab
  • Click New Message and choose SMS, or edit an SMS draft
  • In the Message text box, compose your message. 
  • Click Insert dynamic tag
  • Click Add dynamic tags


  • Click Download this CSV file, to export a file containing the list of recipients for this message. Note that this exact file must be used.


  • To add a custom tag, like a unique code or unique URL, add and label a new column in the CSV file, then add the values for each contact. You can add multiple columns with values.
  • Save the file once populated.


  • Drag and drop the saved file into the drop box, or click to browse and upload the file from your saved location.


  • Click Import fields


  • You can now add the fields to your message. Place your cursor in the spot where you would like to add the personalization field.
  • Click Insert dynamic tag then choose the field(s)


  • When using dynamic tags, you should always add fallback values to be used if the value for that field is blank for any recipient.

How to test your dynamic tags

  • Go to Step 3: Summary in the email.
  • On the right-hand side, showing the mobile preview, click preview dynamic tags and an example will be shown of what the tags will look like:


Related articles

Send an email

Send an SMS message

Still need help?

Contact us at support@audiencerepublic.com 


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