{"id":3777,"date":"2025-08-12T03:02:53","date_gmt":"2025-08-12T03:02:53","guid":{"rendered":"https:\/\/es.notificationbutton.com\/help\/configuracion-general\/configuracion-de-emails\/campos-personalizados-o-dinamicos\/"},"modified":"2026-05-30T04:34:59","modified_gmt":"2026-05-30T04:34:59","slug":"dynamic-field-insertion-protocols","status":"publish","type":"docs","link":"https:\/\/icortex.ai\/help\/general-settings\/email-protocol\/dynamic-field-insertion-protocols\/","title":{"rendered":"Dynamic Field Insertion Protocols"},"content":{"rendered":"\n

<\/p>\n\n\n\n

Personalizing communication increases open rates and strengthens the connection with Profiles. <\/p>\n\n\n\n

Through the iCortex<\/strong> 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.<\/p>\n\n\n\n

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<\/div>\n\n\n\n

Justification for Dynamic Fields<\/strong><\/h2>\n\n\n\n

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:<\/p>\n\n\n\n

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

    Inventory of Available Dynamic Fields<\/strong><\/h3>\n\n\n\n

    iCortex provides a set of fields for the personalization of your communications, usable in isolation or combined.<\/p>\n\n\n\n

      \n
    • *|FIRST_NAME|*<\/code>: Profile’s first name.<\/li>\n\n\n\n
    • *|LAST_NAME|*<\/code>: Profile’s last name.<\/li>\n\n\n\n
    • *|FULL_NAME|*<\/code>: Full name.<\/li>\n\n\n\n
    • *|EMAIL|*<\/code>: Email address.<\/li>\n\n\n\n
    • *|PHONE|*<\/code>: Phone number.<\/li>\n\n\n\n
    • *|COUNTRY|*<\/code>: Country of residence.<\/li>\n\n\n\n
    • *|STATE|*<\/code>: State or province.<\/li>\n\n\n\n
    • *|CITY|*<\/code>: City.<\/li>\n<\/ul>\n\n\n\n
      \n\n\n\n
      <\/div>\n\n\n\n

      Accessing Personalization Settings<\/strong><\/h2>\n\n\n\n

      To implement personalization, access the content editor within the Campaign Orchestration<\/strong> section, or when editing a component of an Engagement Flows<\/strong>.<\/p>\n\n\n\n

      <\/p>\n\n\n\n

        \n
      • Within the editor, locate the Personalization option in the top toolbar. This option is presented as a dropdown menu associated with a profile icon.<\/li>\n\n\n\n
      • Upon activation, the catalog of dynamic fields available for insertion will be displayed.<\/li>\n<\/ul>\n\n\n\n
        \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
        \n\n\n\n
        <\/div>\n\n\n\n

        Dynamic Field Implementation<\/strong><\/h2>\n\n\n\n

        Once the location is identified, proceed with the insertion of the markers.<\/p>\n\n\n\n

          \n
        • Place the cursor in the desired text position for the variable (e.g., initial greeting).<\/li>\n\n\n\n
        • Activate the Personalization menu and select the required field (e.g., First name).<\/li>\n\n\n\n
        • The corresponding marker (e.g., *|FIRST_NAME|*<\/code>) will be integrated into the text. This marker will be replaced by the actual Profile data during the execution of the Orchestration.<\/li>\n<\/ul>\n\n\n\n
          \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
          \n\n\n\n
          <\/div>\n\n\n\n

          Insertion in the Email Editor<\/strong><\/h2>\n\n\n\n

          If you are editing the Email component independently, access the design view and position the cursor in the target text area.<\/p>\n\n\n\n

          \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

          A contextual toolbar will be activated; use the Personalization option to access the list of variables.<\/p>\n\n\n\n

          \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
          \n\n\n\n
          <\/div>\n\n\n\n

          Advanced Optimization Protocols<\/strong><\/h2>\n\n\n\n

          To maximize the effectiveness of personalization, consider the following guidelines:<\/p>\n\n\n\n

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

            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.<\/p>\n\n\n\n

            <\/p>\n","protected":false},"excerpt":{"rendered":"

            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.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3565,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[625,624,626,384],"doc_badge":[],"class_list":["post-3777","docs","type-docs","status-publish","hentry","doc_tag-custom-fields","doc_tag-dynamic-fields","doc_tag-dynamic-text","doc_tag-personalization","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/docs\/3777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/comments?post=3777"}],"version-history":[{"count":13,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/docs\/3777\/revisions"}],"predecessor-version":[{"id":5247,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/docs\/3777\/revisions\/5247"}],"up":[{"embeddable":true,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/docs\/3565"}],"wp:attachment":[{"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/media?parent=3777"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/doc_tag?post=3777"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/icortex.ai\/help\/wp-json\/wp\/v2\/doc_badge?post=3777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}