NOTE: This article is for customers with the "classic" Admin interface (horizontal top-navigation bar).



If your interface is different, view the New Admin Experience version of this article.

Personalized messages tend to perform better than those that appear to have been sent as a "blast." Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) has a "personalization" option that you can use to send customized messages that are likely to get more opens and, therefore, more responses.

You can insert keywords into email messages and fax messages in order to "personalize" the message, per contact. For example, you could create a personalized greeting such as "Hello, <first_name>." in a message, and then, when the message is sent, the <first_name> placeholder keyword will be replaced with each contact's first name (e.g., "Hello, John.").

NOTE: The values of these "personalization" fields are inserted at send-time, so be mindful of how you use them. In particular, make sure that the data source contains current and correct information.

Thrive Marketing Enterprise keywords

Standard Fields, Custom Fields, Shared Enhanced Fields, and Private Enhanced Fields are individual sets of keywords that can be used to personalize email messages and fax messages.

Standard Fields is a locked set of "out-of-the-box" keywords available in all Thrive Marketing Enterprise accounts.

• Learn more about Custom Fields & Custom Date Fields.
• Learn more about Enhanced Personalization Fields.

Personalize messages in the message editor

You can add personalization when creating or editing a message in the Message Editor.

1. Select the zone to which you want to add personalization, and then click the Edit option.
2. Type (or paste) your text, such as Dear, . where you want it to appear in the message.
3. Place the cursor where you want to insert the personalization keyword. In this case, immediately left of the period.
4. Click the Insert Personalized Field icon in the toolbar.

5. In the dialog, select the keyword that you want to insert and click Insert. The keyword gets placed into position. For our example, we now have Dear, INSERT_FIRST_NAME.
6. Save your changes.

Personalize messages in the copy/paste template

You can add personalization when creating or editing a message that's built on the Copy/Paste template.

1. Type (or paste) your text, such as Dear, . where you want it to appear in the message.
2. Place the cursor where you want to insert the personalization keyword. In this case, immediately left of the period.
3. Click the key icon in the upper right.

3. Find the Field Name that you want to insert and copy its keyword.
4. Click the X to close the dialog.
5. Paste the keyword value where you want the personalized value to appear. For our example, we now have Dear, INSERT_FIRST_NAME.
6. Save your changes.

Preview your message

After creating or editing a message and especially if you've inserted personalization keywords, you should preview the message to ensure that it looks as you intend.

To preview a message:

1. Navigate to Messages > List.
2. Click on your message in the list to select it.
3. Click More > Preview. The message opens in an overlay window.
4. Review the message, then click X to close the window.

Personalize a subject line

You can use personalization keywords in the subject line as well as the message. The notable difference is that, for the subject line, there is not a keywords pick-list as we saw in the two message-based procedures; you will have to manually enter the keywords.

EXAMPLE: To populate the subject line with a salutation followed by each contact's first and last names, type:
Greetings INSERT_FIRST_NAME INSERT_LAST_NAME

NOTE: View a list of Personalization Keywords.

Subject line character limits

When adding personalization to a subject line, consider that the various email clients have different character limits. Also, remember that your contacts use a variety of devices; mobile devices typically show fewer characters in the subject line.

If your subject line personalization is too long, it will be truncated and not properly display, thereby possibly negating any benefit you'd hoped to realize from personalization.

Troubleshooting

Why was there an incorrect value when the keyword was populated?

Many keywords are tied to the contact record. If a contact's record had been updated, Thrive Marketing Enterprise will insert whatever value is present for that contact at the time of send. A good way to prevent incorrect values is to make sure a value has been specified for the field in Contacts > List > [select_contact] > Edit.

Why was there a blank value?

Many keywords are tied to the contact record. If a contact's record had been updated, Thrive Marketing Enterprise will insert whatever value is present for that contact at the time of send. A good way to prevent empty values is to make sure a value has been specified for the field in Contacts > List > [select_contact] > Edit.