Smart inserts are a easy way to auto-populate data into message content. Have you ever received an email newsletter with your name in it (e.g. Hi Jane Peters)? You’ll most likely find this was populated with a smart insert.
Looking at that example, let’s imagine you’re writing that email newsletter. You want to personalise it with the customer's name, but manually typing it for every customer would be very time consuming. Therefore, you should use a smart insert to populate this for you. (e.g. “Hi %FIRSTNAME% %LASTNAME%).
How do I use smart inserts?
There are two ways to enter a smart insert. You can select a smart insert from the Horizon toolbar or you can copy and paste the text, from below, directly into your content.
Inserting smart inserts from the toolbar
- When editing your content, select where you want your smart insert to go.
- Click the smart insert icon
from the toolbar. - You’ll see this screen:
The left drop-down list will have ‘Contact’ selected.
The right drop-down list will have ‘General details’ selected.
You will see all ‘General details’, about contacts, listed below.
To add a smart insert, click
- You can insert any data you have on a contact. You will find all information available via the right drop-down list; including standard contact fields and custom fields.
- From the left drop-down list, you will find group information, which populates with details about the group you sent to, within the campaign. You will also find merge tags, which populates with your business data.
If you are a loyalty customer, Loyalty and Offer management will be available.
Inserting smart inserts shortcuts
Alternatively, you can insert the smart insert shortcut from the list below (make sure to include the percent signs copying and pasting the shortcuts).
Contacts
|
Item |
Shortcut |
|
Title |
%TITLE% |
|
First name |
%FIRSTNAME% |
|
Last name |
%LASTNAME% |
|
Username |
%USERNAME% |
|
Date of birth |
%DATEOFBIRTH% |
|
Contact ID |
%CONTACT_ID% |
|
Type of contact |
%DIRECTORYNAME% |
|
|
%EMAIL% |
|
SMS |
%SMS% |
|
Mobile |
%MOBILE% |
|
Telephone |
%TELEPHONE% |
|
Push |
%PUSH% |
|
All emails |
%EMAILS% |
|
All SMSes |
%SMSES% |
|
All mobiles |
%MOBILES% |
|
All telephones |
%TELEPHONES% |
|
All pushes |
%PUSHES% |
|
Mobile (Voice & SMS) |
%MOBILES_SMSES% |
|
Forward to a friend - Subject |
%SUBJECT% |
|
Forward to a friend - Friend’s name |
%FRIEND_NAME% |
|
Forward to a friend - Message |
%MESSAGE% |
|
Loyalty customers only: Membership number |
%MEMBERSHIP_NUMBER% |
|
Loyalty customers only: |
%POINT_BALANCE% |
|
Loyalty customers only: |
%COMPLETED_BEHAVIOURS_THIS_MONTH% |
|
Loyalty customers only: |
%BEHAVIOURS_TO_COMPLETE_THIS_MONTH% |
|
Loyalty customers only: |
%POINTS_EARNED_THIS_WEEK% |
|
Loyalty customers only: |
%POINTS_EARNED_LAST_WEEK% |
|
Loyalty customers only: |
%POINTS_EARNED_THIS_MONTH% |
|
Loyalty customers only: |
%POINTS_EARNED_LAST_MONTH% |
|
Custom fields |
Custom fields are formatted like so: For example,if I wanted to use ‘What are your interests?,’ under the custom field set ‘Feedback survey’, I’d enter: Feedback_survey.What_are_your interests? Any spaces are replaced by _ |
Groups
When using this in a campaign, this will populate with the details of the group the campaign was sent to.
|
Item |
Shortcut |
|
Group ID |
%GROUPID% |
|
Group name |
%GROUP.NAME% |
|
Group description |
%GROUP.DESCRIPTION% |
Merge tags
|
Item |
Shortcut |
|
Your organisation |
%MERGETAG.NAME% |
|
Your address |
%MERGETAG.ADDRESS% |
|
Your telephone |
%MERGETAG.TELEPHONE% |
|
Subscriber reason |
%MERGETAG.REASON% |
Loyalty (loyalty customers only)
|
Item |
Shortcut |
|
Fulfilment email address |
%FULFILMENT_EMAIL% |
|
Portal URL |
%LOYALTY_PORTAL_URL% |
|
Member level |
%MEMBER_LEVEL% |
Offer management (for offers customers only)
|
Item |
Shortcut |
|
Best Offer short description |
%BESTOFFER1-SHORTDESC% |
|
Best Offer long description |
%BESTOFFER1-LONGDESC% |
|
Best Offer URL anchor text 1 |
%BESTOFFER1-ANCHORTEXT1% |
|
Best Offer URL anchor text 2 |
%BESTOFFER1-ANCHORTEXT2% |
|
Best Offer URL anchor text 3 |
%BESTOFFER1-ANCHORTEXT3% |
|
Best Offer terms and conditions |
%BESTOFFER1-TERMSANDCONDITIONS% |
|
Redeemed Voucher code |
%VOUCHER_CODE% |
|
Redeemed Voucher expiry date |
%VOUCHER_EXPIRY_DATE% |
|
Best Reward short description |
%BESTREWARD1-SHORTDESC% |
|
Best Reward long description |
%BESTREWARD1-LONGDESC% |
|
Best Offer URL anchor text 1 |
%BESTREWARD1-ANCHORTEXT1% |
|
Best Offer URL anchor text 2 |
%BESTREWARD1-ANCHORTEXT2% |
|
Best Offer URL anchor text 3 |
%BESTREWARD1-ANCHORTEXT3% |
|
Best Offer terms and conditions |
%BESTREWARD1-TERMSANDCONDITIONS% |
|
Redeemed Reward/Offer name |
%REWARD_NAME% |
|
Redeemed Reward/Offer short description |
%REWARD_SHORT_DESC% |
|
Redeemed Reward/Offer long description |
%REWARD_LONG_DESC% |
|
Redeemed Reward point cost |
%REWARD_POINTS% |
|
Redeemed Reward/Offer URL anchor text 1 |
%REWARD_ANCHORTEXT1% |
|
Redeemed Reward/Offer URL anchor text 2 |
%REWARD_ANCHORTEXT2% |
|
Redeemed Reward/Offer URL anchor text 3 |
%REWARD_ANCHORTEXT3% |
|
Redeemed Reward/Offer terms and conditions |
%REWARD_TERMSANDCONDITIONS% |