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Customer experience | Sales, Customer Insights,...
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Using personalisation tokens in CI-J emails when sending to a CI-D segment

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Hi, I'm trying to include data from a related contact table (specifically, a payment schedules table) in a CI-J emails sent to a CI-D segment.
 
I want to include payment information (amount, frequency, campaign name, etc.) in the email. So, how can I pull the necessary payment schedule attributes into my CI-J email when the target segment is customer-profile based?

I understand creating measures in CI-D to surface data in customer profiles, however, I need a wider range of information than measures alone can provide. Has anyone came across such a scenario.
 

Thanks.
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  • Verified answer
    Fiona_Tiernan Profile Picture
    398 Moderator on at
    Hi Community Member,

    As long as the correct relationships already exist, when you select the Personalization option, you can then select New dynamic text:

     
    This will then give you the option to select the related attribute.
     

    If this answer was helpful, please consider marking it as verified. Any questions please let me know, and I will try my best to answer them.

    Kind regards,
    Fiona
     

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