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Personalizing your Fax Message

Personalized messages tend to perform better than a salutation of “Dear Member”. You’ll want to ensure that for whatever personalization you are attempting to insert, that corresponding field has been created. Custom Fields are personalized keywords allow you to insert of keywords for each recipient to personalize an email or fax message. For example, this functionality may be used for a personalized greeting like: Hello John, since these values are inserted at the time of send it is especially important that you are mindful of your Custom Field usage, in particular that the originating data source contains correct information.

Creating a Custom Date Field

Custom Date Fields are personalized keywords allow you to insert of keywords for each recipient to personalize an email or fax message. For example, this functionality may be used for a personalized message, but more importantly it allows the system to search between a range of dates, i.e. the last 30 days. Since these values are inserted at the time of send it is especially important that you are mindful of your Custom Date Field usage, in particular that the originating data source contains correct information.

Personalizing your Email Message

Personalized messages tend to perform better than a salutation of “Dear Member”. You’ll want to ensure that for whatever personalization you are attempting to insert, that corresponding field has been created.

Creating Enhanced Fields

Enhanced Fields are personalized keywords that allow you to insert of keywords for each recipient to personalize an email message. For example, this functionality may be used for a personalized greeting like: Hello John, since these values are inserted at the time of send it is especially important that you are mindful of your Enhanced Field usage, in particular that the originating data source contains correct information.

Creating Recipient Personalized Keywords and Custom Fields

Custom Fields are personalized keywords that allow you to insert of keywords for each recipient to personalize an email or fax message. For example, this functionality may be used for a personalized greeting like: Hello John, since these values are inserted at the time of send it is especially important that you are mindful of your Custom Field usage, in particular that the originating data source contains correct information.

Guide to Personalized Keywords

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 or faxes.

Account Level Custom Fields

Account level custom fields are specific to an individual client account, these fields are values that remain unchanged in the Real Magnet account. An example of this usage may be if there is a field that should be appended on every message that does not change, i.e. a link to an invoice.