Mailing : How to use tokens according to locations and dates | Community
Skip to main content
New Participant
October 13, 2020
Question

Mailing : How to use tokens according to locations and dates

  • October 13, 2020
  • 1 reply
  • 2774 views

Hi everyone,

 

First, I'll explain what I'm trying to achieve so you can share your best practice on how to do this efficiently.

My company offers training services, some are individual so you can schedule whenever you want and others are group training with specific dates and locations, I'll be focusing on those group training here.

 

What I want to do is to create an emailing campaign to alert my database that training will take place near them. I already have their address so I want as many different emails as there are regions in my country. 

I have all the date and location of the trainings on an Excel doc and I'd like to use the token to select automatically the training location and date of each person.

 

I had to send emails for a first campaign before I knew how to use tokens: I created around 18 campaigns to do so... I'm sure tokens will save me a lot of time for the next campaigns

 

If anybody ever experienced this, I'd be glad to hear your advice and best practices,

Thanks a lot,

Lucas

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

SanfordWhiteman
New Participant
October 13, 2020

I have all the date and location of the trainings on an Excel doc and I'd like to use the token to select automatically the training location and date of each person.

 

I had to send emails for a first campaign before I knew how to use tokens: I created around 18 campaigns to do so... I'm sure tokens will save me a lot of time for the next campaigns


What constitutes the right location for someone? Is it an exact match? Some sort of geofencing?

LucasDFAuthor
New Participant
October 14, 2020

We have around 100 departments, divided into 18 regions: I have the postal code of every one of my contact so when he lives in a particular region, I'd like him to receive the date of training of the cities in that region (maximum 2 cities per region generally)

SanfordWhiteman
New Participant
October 14, 2020

This is a great opportunity to use a Velocity token that stores a Map of the regions and their respective events.

 

#set( $regionalEvents = { "Region1" : [ { "name" : "An event", "datetime" : "2020-12-22T12:34:56Z" }, { "name" : "Another event", "datetime" : "2020-12-24T12:34:56Z" } ], "Region2" : [ { "name" : "An event", "datetime" : "2020-12-12T14:24:34Z" }, { "name" : "Another event", "datetime" : "2020-12-13T14:24:34Z" } ] } )

 

Then based on the person's region (let's call it $lead.Region although the actual name will be specific to your instance) show them the events.