How to personalise your Email Campaigns?

ZEPIC provides two different ways to personalise the campaigns:

• Personalise based on the property of the object. For example, in the Contact object, you can personalise the campaigns based on their name, country, language or any property stored in the Contact object's record.
• Personalise based on the events and their properties. For example, if an Order_Placed event happens, you can personalise the campaign with the order value or products in the order.

Personalisation Placeholders:

In one-off campaigns & triggered campaigns, you can personalize messages using the properties in the campaign's base object. 

A step-by-step guide to using personalisation placeholders in Email Campaigns

• Create a new Email campaign, give it a name, and choose an email template for the campaign. (To know more about different types of campaigns, click here and to know about creating an email campaign, click here)

• In any of the text blocks in the email editor, click where you want to insert the personalisation placeholder.

• Once you click the "Personalise" option, you will see two tabs - "Object" and "Events". Click on the object tab (in this screenshot below, Contact is the base object). You will see all its properties.

• Click on the placeholder and use it in the email campaign. You can also specify the fallback value, which will be shown if the placeholder is null or empty.

• When you're ready to send the campaign, you'll see this option on the 'Review & Publish' screen. It ensures that recipients don't receive irrelevant emails or emails with empty placeholders. If a placeholder and its fallback value are both empty, you can choose whether or not to send the email.

Event Placeholders:

Triggered campaigns allow you to personalize messages using event variables/placeholders for a more tailored and engaging customer experience.

When an event occurs, like an order confirmation or checkout initiation, the campaign can automatically include specific event details, making the message more relevant and meaningful to the recipient.

For example, if a customer completes a purchase, the confirmation message can include the order number, items purchased, and estimated delivery date. This personalization makes communication more informative and helps customers feel valued, improving overall satisfaction. By using event attributes, you can deliver precise, contextually appropriate messages, enhancing campaign effectiveness.

A step-by-step guide to using event placeholders in Email campaigns

• Create a new Email campaign, give it a name, and choose an email template for the campaign. (To know more about different types of campaigns, click here and to know about creating an email campaign, click here)

• In any of the text blocks in the email editor, click where you want to insert the personalisation placeholder.

• Once you click the "Personalise" option, you will see two tabs - "Object" and "Events". Click on the event tab (in this screenshot below, Contact is the base object). You will see all the events created for the base object (here it is Contact)
  

• Choose any event that you want to use in the email for personalising the content with the event placeholders. Once you choose the event, you will get a confirmation popup.

A key thing to note 

In a single email campaign, you can only use event placeholders from one specific event.

For example, if you use the "order_id" placeholder from the "Order Confirmed" event in one variable (e.g., {{1}}), you cannot use the "shipment_vendor_name" placeholder from the "Order Shipped" event in another variable (e.g., {{2}}).

Reason for this restriction: Triggered campaigns are initiated by a specific event, which drives the flow automation and starts the WhatsApp campaign. If you use a placeholder from an event not associated with the trigger, it will be empty, potentially sending incorrect data to the recipient.

For instance, if the flow trigger is for the "order_confirmed" event, you can only use placeholders from the "order_confirmed" event. Placeholders from the "order_shipped" event will be empty because the trigger is set to "order_confirmed."

• Click on the placeholder (event property) and use it in the campaign. You can also specify the fallback value, which will be shown if the placeholder is null or empty.

• When you're ready to send the campaign, you'll see this option on the 'Review & Publish' screen. It ensures that recipients don't receive irrelevant emails or emails with empty placeholders. If a placeholder and its fallback value are both empty, you can choose whether or not to send the email.