How do I personalize variables in an Asset?
Navigate to templates under Setup
This may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.
Create new, or select a template you’d like to edit.
For Print, Web, Web Banners, Presentations, Blogs, and Contracts, either select a Text Box by double clicking on text, or add a Text box (under Add dropdown and Text). In the pop-up window, select Field Chooser.
For Email, either select a Text Box by double clicking on text, or add a Text box (under Smart Objects > Basic Objects > Text). This will change the top ribbon choices. Select “Insert AMP Variables”.
In the Select Fields pop-up, follow the prompts to generate a code for personalization.
This feature will utilize the fields under User, Company, and Organization profiles. If you do not see Organization and Company Fields, click the dropdown carrot to the right. (For Channel and CorePRM, use Organization Fields for Partner information. For MSP Advantage user Company fields for your own company information.)
The variable code will display in the text box.
Navigating the Select Fields code generator
There are two Types of variable codes, conditional and non-conditional
There are two Types of variable codes, conditional and non-conditional
- Conditional - Based on input values, this will change
- Non-conditional - Static value
There is one
Conditional Type, "if"
- If - Ties together two conditions with one leading to the result of the other condition
Select Operator will give you a list of relationships to choose from between conditions
Enter Value will determine for the condition is looking ( Tip: Leave value blank if you're using fields and want to have a default filler value if that same record field is blank.)
Under Enter Label, put in what text you'd like to show if that condition is matched
Click Save and Continue when using the "if" as your original conditional type to bring up, "else if" as an Conditional Type and continue the chain to add a second resolution
For example, I would like a receiving end person's First Name to show up if that field is populated inside my software, but, if it's not populated and blank, I'd like it to say "Friend". I would use these steps:
Enter Value will determine for the condition is looking ( Tip: Leave value blank if you're using fields and want to have a default filler value if that same record field is blank.)
Under Enter Label, put in what text you'd like to show if that condition is matched
Click Save and Continue when using the "if" as your original conditional type to bring up, "else if" as an Conditional Type and continue the chain to add a second resolution
For example, I would like a receiving end person's First Name to show up if that field is populated inside my software, but, if it's not populated and blank, I'd like it to say "Friend". I would use these steps:
1.
2. Insert & Continue
3.
Your code would look like this, [if value = "##user.FirstName##" Equal= "" ]Friend[/if] [elseif value = "##user.FirstName##" NotEqual= "" ]##user.FirstName##[/elseif]
Click ‘Save’ then ‘Accept’
You can copy/paste the code anywhere in the text box. However, do not edit the code.
Click Preview in the top bar to see how it will look. Note: If that user, company or organization does not have that filled in under their matching profile, nothing will populate.
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