Ways to Personalize a New Message

See Also

This section describes the various ways in which you can personalize a new Message. To personalize a new Message by inserting a Canned Response that includes Contact or Interaction Properties, you must invoke the New Message window in one of the following ways:

•   By clicking on an e-mail Property of a Contact in Talisma.

•   By opening the New Message window from the Contact Table View.

•   By opening the New Message window from the Contact Item View.

•   By clicking Edit Contents in the Message window of an e-mail message in the Outbox.

Note  •   A new Message will not be personalized if you open the New Message window: ◦   Without selecting a Contact. ◦   By clicking an e-mail Property that does not resolve any Contact, or is an invalid e-mail Property. •   You cannot personalize a new Message by manually adding recipients in the To: field of the New Message window.

Personalize a New Message and Log the Message as a New Interaction

To personalize a new Message, and log the Message as a new Interaction in Talisma, you must insert a Canned Response that includes Properties or Merge Conditions that belong only to the Contact or Interaction Object. If the Canned Response includes Properties or Merge Conditions that belong to Objects other than the Contact or Interaction Object, the following error message will be displayed:

“The Canned Response contains Properties or Merge Conditions belonging to Objects other than Contact or Interaction Object. Do you want to continue.”

On clicking Yes, the Message is personalized with the specified Contact and Interaction Property values, and Merge Conditions. Properties and Merge Conditions belonging to other Objects will not be merged.

Personalize a New Message without Logging the Message as a New Interaction

To personalize a new Message without logging the Message as a new Interaction in Talisma, you must insert a Canned Response that includes Properties belonging only to the Contact Object, and does not include any Merge Conditions.

When you are personalizing a Message for multiple Contacts, if the Canned Response includes Properties or Merge Conditions belonging to Objects other than the Contact Object, the following error message will be displayed:

“The Canned Response contains Properties or Merge Conditions belonging to Objects other than Contact Object. Do you want to continue?”

Note  Further, if the Canned Response contains Merge Conditions belonging to the Contact Object, the Conditions are not processed in the personalized Messages.

On clicking Yes, the Message is personalized with the specified Contact Property values. Properties belonging to other Objects will not be merged.