new to CM here - Just trying to figure out the personalization features. It seems pretty simple but....
1) I've added "[firstname,fallback=customer]" in the body of my HTML.
2) I've added a test list of 2 subscribers
3) I've selected my test list as recipients
The problem is, the personalization for both emails come is with the fallback "customers".
I know I'm probably missing something very simple here but I can't seem to find a way to manually enter values of names into the test list.
I'm assuming that CM gets the "fistname" element from the actual email address. As in :
Jack.Kerouac@poets.com - fisrtname would be "Jack" ?
any help appreciated.
you're right about how the personalization tags work, except that the name is not extracted from the email address field, but the name field.
By default, every list has a email address field, a name field, and a date subscribed field. You can see them by clicking "Manage Subscribers" and selecting a list.
If the name field is empty, CM will use the fallback, as you've experienced.
One other personalisation gotcha that I've come across that results in an unexpected fallback is if you're using custom fields.
For example, you import a list of email addresses plus fields: 'firstname' and 'lastname'. The personalisation tags CM creates for these will be 'firstname1' and 'lastname1' - not 'firstname' and 'lastname' as you would expect.
This is because 'firstname' and 'lastname' tags are reserved by CM for the field name: 'name' - the value in 'name' would be eg 'Bob Hoskins' so CM assigns 'Bob' to 'firstname' tag and 'Hoskins to 'lastname' tag. If you don't use the 'name' field and use your own custom field, CM will always use the fallback unless.
This caught me out a few times to begin with...
I hope that makes sense!
Good point Andy - it is always best to view the custom field details for the list to confirm what the correct tags are.
thanks for the help guys. I've got it working now.
The problem was that I did not have names asociated with the email addresses. I needed to click around a bit more to find the area to do that.
Thanks for the pointer Andy, I'm sure I would have come accross that issue at some stage. Nice to know.
Best to add the firstname/lastname data to your list before you re-import otherwise you'll have to add it by hand ie edit each subscriber, which is tiresome...
A nice feature of CM is that it uses the email address as the unique key: when you re-import your list with your firstname/lastname custom fields, it'll just add these values to the contact records of your existing list in CM - much easier.