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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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Posted on by VO-01070121-0

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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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Fiona_Tiernan 421 Moderator on at

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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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