Using Personalization is a great way to engage your subscribers, and because the Informz for Nimble AMS integration supports many different personalization fields, you’ll never be at a loss when you need to add some personal style to your mailings. Let’s look at the different options you have available with personalization
Informz has access to the following default personalization fields from Nimble AMS:
NOTE: As part of the initial integration setup process, your Salesforce administrator must make all fields visible in the organization and enable them for the API. If this step is not completed, the personalization fields are not displayed in Informz.
- First Name
- Home Phone
- Last Activity Date
- Last Name
- Mobile Phone
- Other City
- Other Country
- Other Phone
- Other Postal Code
- Other State
- Other Street Address
- Postal Code
- Street Address
Modify Personalization Fields
- Navigate to Admin > Setup > Bridge Configuration.
- Click List of Attributes (also leads to edit).
- Click Edit for the corresponding personalization. You'll see the following attributes:
- Attribute Use - Allows a Nimble AMS field to display, or not, in the personalization field list in the editor.
- Internal Name - The Nimble AMS internal attribute name. This does not need to be changed
- Comment - Used for internal documentation about the use of a personalization fields
- Data Element - The Nimble AMS name of the field. This cannot be changed.
- Display Name - Editable to provide a more descriptive name for Informz users.
- Personalization Default - Used when no value is provided from Nimble AMS. The field populated in the mailing will use what is set as the default.
Insert a Personalization Field in a Mailing
To select an Nimble AMS personalization field in the Informz editor, click the Personalization toolbar tool.
Personalization codes have the following format:
NOTE: The data to populate the code is retrieved from Nimble AMS during the mailing send process (personalization data is not stored locally in Informz). The data is gathered from Nimble AMS just before you send the mailing.
Using Copied Mailings
If your mailing is a copy from a previously created mailing, the mailing references the previously-used target group. If this target group was not a Nimble AMS list, Nimble AMS personalization fields are not initially available for selection. However, once the target group is changed to be a Nimble AMS list, the personalization fields display.