What is a Personalization

Personalization is just like the mail merge functionality found in Microsoft Word, this enables the insertion of keywords for each recipient to personalize an email or fax message. Any of Real Magnet’s Custom or Enhanced Fields can be merged into emails.

Personalization keywords are case sensitive and must match the format outlined below.

Depending on the Real Magnet content creation method, keywords may be automatically inserted or you may have to insert them manually. A handy guide below will supply you with the custom fields you may use for your email messages.

Related articles:

Creating Recipient Personalized Keywords and Custom Fields

Creating Enhanced Fields

Personalizing your Email Message

Account Level Custom Fields

How do I manage dynamic content?

Recipient Personalized Keywords and Custom Fields for Email

Real Magnet Custom Field Keyword
First Name INSERT_FIRST_NAME
Last Name INSERT_LAST_NAME
Email INSERT_EMAIL
Phone INSERT_PHONE
Fax INSERT_FAX
Address INSERT_ADDRESS1
Address2 INSERT_ADDRESS2
City INSERT_CITY
State INSERT_STATE
Zip INSERT_ZIP
Company INSERT_COMPANY
Custom Field 1 INSERT_CUSTOM01
Custom Field 2 INSERT_CUSTOM02
Custom Field 3 INSERT_CUSTOM03
Custom Field 4 INSERT_CUSTOM04
Custom Field 5 INSERT_CUSTOM05
Custom Field 6 INSERT_CUSTOM06
Custom Field 7 INSERT_CUSTOM07
Custom Field 8 INSERT_CUSTOM08
Custom Field 9 INSERT_CUSTOM09
Custom Field 10 INSERT_CUSTOM10
Custom Field 11 INSERT_CUSTOM11
Custom Field 12 INSERT_CUSTOM12
Custom Field 13 INSERT_CUSTOM13
Custom Field 14 INSERT_CUSTOM14
Custom Field 15 INSERT_CUSTOM15
Custom Field 16 INSERT_CUSTOM16
Custom Field 17 INSERT_CUSTOM17
Custom Field 18 INSERT_CUSTOM18
Custom Field 19 INSERT_CUSTOM19
Custom Field 20 INSERT_CUSTOM20
Custom Field 21 INSERT_CUSTOM21
Custom Field 22 INSERT_CUSTOM22
Custom Field 23 INSERT_CUSTOM23
Custom Field 24 INSERT_CUSTOM24
Custom Field 25 INSERT_CUSTOM25
Custom Field 26 INSERT_CUSTOM26
Custom Field 27 INSERT_CUSTOM27
Custom Field 28 INSERT_CUSTOM28
Custom Field 29 INSERT_CUSTOM29
Custom Field 30 INSERT_CUSTOM30

Recipient Personalized Keywords and Custom Fields for Fax Messages

Real Magnet Custom Field Keyword
First Name %{INSERT_FIRST_NAME}
Last Name %{INSERT_LAST_NAME}
Email %{INSERT_EMAIL}
Phone %{INSERT_PHONE}
Fax %{INSERT_FAX}
Address %{INSERT_ADDRESS}
Address2 %{INSERT_ADDRESS_2}
City %{INSERT_CITY}
State %{INSERT_STATE}
Zip %{INSERT_ZIP}
Company %{INSERT_COMPANY}
Custom Field 1 %{INSERT_CUSTOM_1}
Custom Field 2 %{INSERT_CUSTOM_2}
Custom Field 3 %{INSERT_CUSTOM_3}
Custom Field 4 %{INSERT_CUSTOM_4}
Custom Field 5 %{INSERT_CUSTOM_5}
Custom Field 6 %{INSERT_CUSTOM_6}
Custom Field 7 %{INSERT_CUSTOM_7}
Custom Field 8 %{INSERT_CUSTOM_8}
Custom Field 9 %{INSERT_CUSTOM_9}
Custom Field 10 %{INSERT_CUSTOM_10}
Custom Field 11 %{INSERT_CUSTOM_11}
Custom Field 12 %{INSERT_CUSTOM_12}
Custom Field 13 %{INSERT_CUSTOM_13}
Custom Field 14 %{INSERT_CUSTOM_14}
Custom Field 15 %{INSERT_CUSTOM_15}
Custom Field 16 %{INSERT_CUSTOM_16}
Custom Field 17 %{INSERT_CUSTOM_17}
Custom Field 18 %{INSERT_CUSTOM_18}
Custom Field 19 %{INSERT_CUSTOM_19}
Custom Field 20 %{INSERT_CUSTOM_20}
Custom Field 21 %{INSERT_CUSTOM_21}
Custom Field 22 %{INSERT_CUSTOM_22}
Custom Field 23 %{INSERT_CUSTOM_23}
Custom Field 24 %{INSERT_CUSTOM_24}
Custom Field 25 %{INSERT_CUSTOM_25}
Custom Field 26 %{INSERT_CUSTOM_26}
Custom Field 27 %{INSERT_CUSTOM_27}
Custom Field 28 %{INSERT_CUSTOM_28}
Custom Field 29 %{INSERT_CUSTOM_29}
Custom Field 30 %{INSERT_CUSTOM_30}

Personalized Keywords for Marketing Automation

Real Magnet Function Keyword
Insert the lead score details into a notification email INSERT_SCORE_DETAILS
Insert all of the submission fields into a notification INSERT_SUBMISSION_DETAILS

Personalized Keywords for Salesforce Integration

Real Magnet Function Keyword
To provide blank content in the Send a Real Magnet message to a view in Salesforce, your template in Real Magnet will only need to append the keyword INSERT_RECIPIENT_LIST_HTML

Account Level Custom Fields

You can view your list of Account Level Custom Fields by going to Tools and under Account Management.

INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_001 where the 001 is the counter that indicates the account custom field you want, which is determined by the order the fields are in. So, for the following setup:

Accountlevelfields_overview

Field Name: Invoice Field 1 is INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_001
Field Name: Invoice Field 2 is INSERT_ACCOUNT_LEVEL_CUSTOMFIELD_002

Dynamic Content

If you are using the Editor tool, the dynamic content keywords below are not applicable as the tool allows you to drag and drop content blocks.  If you are in the Classic editor the format for Dynamic Content blocks is below:

INSERT_DYNAMIC_CONTENT_BLOCK_0001