The simplest way to add FreeMarker/dynamic content to a ClickDimensions email template is to use the Personalization Menu. These menu options allow you to generate dynamic content for any field on the Lead, Contact, Account, and User entities within Dynamics.
Goals
- Learn how to use the Personalization menu in Email Template Editors to add basic FreeMarker interpolations to a template.
Where to Find the Personalization Menu
To access the Personalization Menu within your Email Designer email editor, click the Personalize button in the toolbar that appears when you are inside of a text area:
To access the Personalization Menu within your Drag and Drop email editor, click the Personalize button here:
To access the Personalization Menu within your Freestyle email editor, click the Personalize button here:
The Personalization Menu
The Personalization Menu allows you to generate interpolations based on the environment’s most recently published Metadata. This means that custom fields added to the Lead, Contact, Account, and User entities are easily accessible to dynamic content.
Tip: It is recommended to publish Metadata within ClickDimensions Settings once custom fields are created and published within your CRM environment for Lead, Contact, Account, and User entities.
When you select a field, an interpolation will automatically be inserted into the Email Template:
${Recipient.contact.firstname[0]!""}
The field options you may choose from the Lead, Contact, Account, Owner (the User that is the owner of the Lead, Contact, or Account) or Email Send entities will appear in the Personalization menu in alphabetical order of the name of the field in Dynamics.
Here is what the Personalization Menu looks like in the Email Designer and Drag & Drop Editors:
Simply choose a Personalization Source and select the desired field from the list.
Here is what the Personalization Menu looks like in the Freestyle Editor:
In addition to referencing fields directly on these entities, it is also possible to reference data on related records that are connected to them via a Dynamics lookup field. If you are trying to reference related or parent records, keep in mind that FreeMarker can only reach one level beyond the recipient's Contact record. For example, you can pull data from the recipient Contact’s related "User" record, but you cannot go further and pull from a record that is related to this User.
The Email Send option in the Personalization menu will allow you to reference custom fields you may have added to the Email Send record entity. Please be sure to publish metadata in order to see these custom fields options if you have created them.
Feature Added: 2010 |
Feature Updated: 8.7.0 |
ClickDimensions Version Need: 6.7.0 |