Dynamic Field Insertion Protocols

Sumary: The use of dynamic fields allows for precise contextualization of each communication, directing the Profile by specific attributes such as name or location, optimizing the professional resonance of the message.

Personalizing communication increases open rates and strengthens the connection with Profiles.

Through the iCortex module, you can implement dynamic fields to refer to each Profile by their name, city, or email address. This functionality ensures that communications achieve a more precise and professional resonance.

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Justification for Dynamic Fields

The implementation of dynamic fields transcends the initial greeting. It facilitates the construction of sustainable relationships and optimizes operational results. The fundamental benefits are detailed below:

• Increase in Proximity and Trust: Direct reference to the Profile generates a perception of individualized communication, mitigating the mass-message effect and consolidating trust.
• Optimization of Open and Interaction Rates: Communications that integrate personalization exhibit a higher probability of being accessed and generating clicks, due to the targeted capture of the Profile’s attention.
• Elevation of Brand Perception: Demonstrates management attentive to details and a granular knowledge of the Profile base.
• Improvement in Delivery: Distribution systems prioritize contextualized communications, reducing the probability of classification as spam and ensuring arrival in the primary inbox.

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Inventory of Available Dynamic Fields

iCortex provides a set of fields for the personalization of your communications, usable in isolation or combined.

• *|FIRST_NAME|*: Profile’s first name.
• *|LAST_NAME|*: Profile’s last name.
• *|FULL_NAME|*: Full name.
• *|EMAIL|*: Email address.
• *|PHONE|*: Phone number.
• *|COUNTRY|*: Country of residence.
• *|STATE|*: State or province.
• *|CITY|*: City.

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Accessing Personalization Settings

To implement personalization, access the content editor within the Campaign Orchestration section, or when editing a component of an Engagement Flows.

• Within the editor, locate the Personalization option in the top toolbar. This option is presented as a dropdown menu associated with a profile icon.
• Upon activation, the catalog of dynamic fields available for insertion will be displayed.

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Dynamic Field Implementation

Once the location is identified, proceed with the insertion of the markers.

• Place the cursor in the desired text position for the variable (e.g., initial greeting).
• Activate the Personalization menu and select the required field (e.g., First name).
• The corresponding marker (e.g., *|FIRST_NAME|*) will be integrated into the text. This marker will be replaced by the actual Profile data during the execution of the Orchestration.

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Insertion in the Email Editor

If you are editing the Email component independently, access the design view and position the cursor in the target text area.

A contextual toolbar will be activated; use the Personalization option to access the list of variables.

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Advanced Optimization Protocols

To maximize the effectiveness of personalization, consider the following guidelines:

• Data Integrity: The precision of personalization depends directly on the currency and completeness of the data registered in the Profiles.
• Fallback Strategy: Define alternative text for scenarios where the dynamic field does not contain information. For example, instead of Dear *|FIRST_NAME|*, use Dear Customer, ensuring message coherence.
• Strategic Application: This functionality is critical for contextualization in welcome communications or in campaign Orchestrations aimed at value retention.

The implementation of dynamic fields grants you the ability to establish more robust interactions with your Profile base. Proceed with implementation to optimize the resonance of your communication.