Personalization takes data from netFORUM Pro and inserts it into a mailing story or specific mailing fields (subject line, friendly from, from email, or reply to email). netFORUM Pro personalization fields are determined by the Target Group Type. If the Target Group Type has never had an associated target group, the personalization for that type will not exist in Higher Logic Thrive Marketing Professional (Thrive Marketing Professional).

netFORUM Pro provides fields from the various Recipient Types for use with personalization. The data associated with these fields is not stored locally in Thrive Marketing Professional – it remains in netFORUM Pro. The mailing draws the personalization information from netFORUM Pro just before it is sent.

Format

The code uses the format: %%WSI||FIELDNAME||######%% (where the ###### = the Thrive Marketing Professional Target Group ID). The data to fill the code is retrieved from netFORUM Pro during the mailing send process.

Manage Personalization Fields

The List of Attributes page in Thrive Marketing Professional displays all fields from netFORUM Pro that you can use for Personalization. Each attribute is defined by a set of information fields. You can edit the following fields:

• Internal Name
• Comment
• Display Name
• Personalization Default

NOTE: You cannot edit the Data Element field.

NOTE: If you do not wish to use an attribute, uncheck the Attribute Use box.

1. To access the Attributes page, navigate to Admin > Setup > Bridge Configuration.
2. Click List of Attributes (also leads to edit).

3. The Attribute List opens where you can view and edit every personalization available from netFORUM Pro.

Add a Personalization Field

1. Click the Personalization button to open the Insert Personalization Codes pop-up.

2. Click the Select a Personalization Type menu and select Informz for netFORUM Pro.
3. Select the personalization code you wish to use.
4. Click Insert.

Add Default Values to Personalization Fields

netFORUM Pro personalization fields can include an optional default value. These are useful for fields that may be blank but require a personalization (e.g., First Name can carry the default “Valued Subscriber”).

To add default values:

1. Navigate to Admin > Setup > Bridge Configuration.
2. Click List of Attributes (also leads to edit).

3. Click Edit (in the Control column) for the desired attribute from the Attribute List.

4. Enter a Personalization Default.
5. Click Submit.

NOTE: Abila has determined the netFORUM Pro personalization fields for the integration, and custom personalization fields are not supported. However, if you would like an additional personalization field, you can open a ticket with Abila to request an additional merge field for Thrive Marketing Professional. Someone from Thrive Marketing Professional can then schedule time to add the field.