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Personalizing an e-mail Page

You can personalize the content of a Mailing using Target Groups.

Before you begin

To associate Target Groups with Component Presentations on a Page you must have:

About this task

A Target Group defines a category of user and in Outbound E-mail is defined using Keywords. A Contact is a member of the Target Group if they have the Keyword specified by the Target Group. Target Groups allows you to include or exclude parts of a Mailing to certain groups of Contacts, depending on their Target Group membership. For each Component Presentation on a Page (an e-mail fragment), you can specify the Target Group it applies to.

Procedure

  1. Open the Content Manager Explorer.
  2. Navigate to the Publication > Structure Group where your e-mail Pages are located and open an E-mail Page.
  3. On the Component Presentation tab, click the Target Groups subtab. A series of check boxes appears, one for (Everyone) and one for each Target Group in the Publication.
  4. Select a Component Presentation, clear the (Everyone) check box, and select one or more Target Groups (the mailing recipients who match the profile defined in these Target Groups will see this Component Presentation).
    The following example shows Target Groups defined for Customers and Prospects, allowing you to send different content in the Mailing to different mail recipients depending on whether they are customers or prospective customers:
  5. Repeat the process each Component Presentation for which you want to set Target Groups.
  6. On the Preview tab, preview the E-mail Page for each Target Group. For more information, see Creating and previewing an e-mail Page.
  7. Click Save and Close.

Results

You have defined the Target Groups for content in an E-mail Page.

What to do next

To test and send a Mailing, see: Managing Mailings.