How to create a personalised link

Do you want your recipients to make personal contact or view a web page that relates to them?

If so, then sending a personal Web address or Email to your recipients is helpful and at times a necessity. Using the Swift Digital Suite you are able to do this.

You will need to begin with creating a custom field in your Mail House that will contain your unique URL. This will allow you to then add the custom field you have created to your Email Composer document.

mceclip0.pngAdditionally, you will need to upload your contacts list with the Unique URL uploaded against your contacts' email addresses. Follow these steps here on how to upload a contact list.

Below is an example of how your data spreadsheet will look like when you have populated their Unique URLs.

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Step 1

Now Open your Email Composer Document's Content Editor and add the newly created custom field as a personalisation field into your document. To do this, you will need to use the Article Widget, and click into the Personal Field button.

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Step 2

Select the field Unique URL.

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A line of code will appear that will look something like this: 

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Step 3

This is where it gets a bit tricky - you will need make your personalisation a hyperlink so all web browsers will view the text in the personalisation as a link:

  1. Highlight and copy your personalisation code
  2. Highlight the word/phrase you would like this link to be shown as.
  3. Open the Hyperlink tool (mceclip4.png) in your content editor 
  4. A pop up will display containing a field called “URL” and paste your personalisation code into that field. Note: It's important to note that the correct protocol is used based on the unique links you will be applying to each contact.
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  5. Select “OK”.

Congratulations! You have now created a personalised Link.

 

Notes: 

Keep in mind the personal URL or Email will need to be uploaded into your recipient information in the Mail House for this to work.

If you know there are people who do not have this information filled in but they will be receiving the document, then providing a general web address or email for your alternate text might be a good idea.

Also the link that is placed in the contacts' custom field should have the protocol removed (http:// https:// ftp:// etc.) as the hyperlink tool will add the protocol automatically.

However, if you've uploaded your contacts' URLs with the http:// then there is a work around.

After Step 4, change the link Protocol to <other>. This is to ensure there isn't a double up of "https://https://" which would break the link.

TECHNICAL NOTE: If your personalised link is designed to pre fill fields in an external system (Pre fill things like First Name, Last Name, Email etc.) then you will need to place "LITERAL:" before your link in the hyperlink tool's URL field or in the Source of the document. In the source this would look like: <a href="LITERAL:{#FIELD(SURVEY_LINK|link)#}">

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