Dynamics Community Forum Thread Details

Adding personalization data to a non msft email bulilder and sending email out of real time marketing

I create my marketing emails within the email builder stripo and then export the html into dynamics outbound marketing. With this process I was previously able to utilize all dynamic values within outbound marketing.

I would like to replicate this process within real time marketing to take advantage of the added personalization options.

These are the only personalization lines of code I could find was this line of code that precedes the dynamic value.

<span class="msdynmkt_personalization" data-widget="personalization">{{FirstName}}</span></span>

However, when I try to replicate it, and import the html back to dynamics, i get this error message, placeholder "FirstName": the datasource has not been set correctly.

There is clearly something missing, I'm just trying to determine if the data source exists in an html code somewhere so that i could add it to a different email builder, or If I will have to build RTM emails directly in dynamics.

Thank you for any and all help.

Our goal in Real-time marketing is to help Marketers do rich personalization with use of simple UX so they dont have to deal with HTML coding/scripting or database knowledge. That is why dynamic text, conditional image, Conditional content, etc. all can be created from within the Email editor UX. The email editor also has been enhanced and updated to make it easy to create content and remove many gaps that led some users to create content in other editors. We would love to get further feedback on what capabilities or ease of use issues are still present and are preventing you from using the Real-time Email editor.

In order to provide such easy to use experiences, personalization in Real-time marketing works differently - it doesn't use the handlebar expression language like the Outbound does. The data binding for personalization placeholders are defined using via the UX and are stored elsewhere (i.e., they are not part of the email HTML). For this reason, the process you are using (creating HTML content outside of Real-time editor) will not work.

One workaround I may suggest is to create an empty email in Real-time email editor, define all the dynamic texts and other placeholders like conditions/lists that you want to use in that email and then export the HTML code out for further editing in external editor. After editing, brin the HTML back into the same email it was exported from. We have not tried this out ourselves but this way should work.

Quick Links