Message Personalization

The Personalization feature allows you to personalize form-letter templates for your recipients. ePriority pdata feature tags are replaced with personalization data provided in the batch. (Feature tags are explained in the ePriority Service Overview ). Key definition methods vary with the batch service involved; see the Guide for the service in question.

The general form of a pdata tag is: 

	{{key}}

For example, if a package definition in the instruction file of a tar batch contains this pdata assignment: 

	pdata=FirstName=Bob
then every occurrence of this tag in the template text 
	{{FirstName}}
will be replaced with "Bob".

Examples

  1. Batch Instruction File
  2. Ad-Hoc (Web) Batch CSV File

All of the examples will use this template file (cover.txt):

Fictional Financial Planning
1412 Pendergast Ave.
Kansas City, MO 64106

Dear {{TITLE}} {{LAST_NAME}}:

We have received your instructions regarding the distribution of your {{PLAN}} investments among our funds. The changes you have made will become effective with your next contribution.

As always, we are glad to be of service. Feel free to contact {{BROKER_NAME}} at {{BROKER_PHONE}} or mailto:{{BROKER_EMAIL}} if you have any questions.

Sincerely,

{{MANAGER}}
Investment Manager

The three messages generated by each example will look like this: 

Subject: Acknowledgment:  Distribution
   Date: Tue, 18 Apr 2000 16:57:53 +0000 (GMT)
   From: reports@ff.com
     To: aliceaandr@webmail.com
Fictional Financial Planning
1412 Pendergast Ave.
Kansas City, MO 64106

Dear Ms. Andrzjewska:

We have received your instructions regarding the distribution of your 401(k) investments among our funds. The changes you have made will become effective with your next contribution.

As always, we are glad to be of service. Feel free to contact Albert Aldrich at (816)302-4015 or mailto:aaldrich@ff.com if you have any questions.

Sincerely,

A. Antwerp
Investment Manager
Subject: Acknowledgment:  Distribution
   Date: Tue, 18 Apr 2000 16:57:53 +0000 (GMT)
   From: reports@ff.com
     To: bob@webmail.com
Fictional Financial Planning
1412 Pendergast Ave.
Kansas City, MO 64106

Dear Dr. Ballou:

We have received your instructions regarding the distribution of your Roth IRA investments among our funds. The changes you have made will become effective with your next contribution.

As always, we are glad to be of service. Feel free to contact Bill Brasky at (816)302-4014 or mailto:bbrasky@ff.com if you have any questions.

Sincerely,

Bea Botha
Investment Manager
Subject: Acknowledgment:  Distribution
   Date: Tue, 18 Apr 2000 16:57:53 +0000 (GMT)
   From: reports@ff.com
     To: dogteacher@webmail.com
Fictional Financial Planning
1412 Pendergast Ave.
Kansas City, MO 64106

Dear Mrs. Chester:

We have received your instructions regarding the distribution of your 401(k) investments among our funds. The changes you have made will become effective with your next contribution.

As always, we are glad to be of service. Feel free to contact Chuck Chung at (816)302-4016 or mailto:cchung@ff.com if you have any questions.

Sincerely,

Cheri Chalupa
Investment Manager

Example 1: Batch Instruction File

 

<?xml version="1.0" encoding="WINDOWS-1252"?>
<batch xmlns="http://www.w3.org/1999/xhtml"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema-instance"
  profile="default"
  xsd:noNamespaceSchemaLocation="http://www.epriority.com/remote/batchservice.xsd">
  <template>
    <content filename="cover.txt" mfile="cover.txt" display="body" type="text/plain" />
    <header>
      <subject>Acknowledgement:  Distribution</subject>
      <from address="reports@ff.com" name="Joe Smith" />
      <reply address="support@ff.com" name="Fictional Financial Planning Support" />
    </header>
    <list>
      <email id="ACK-9359288-6-a">
        <rcpt address="aliceandr@webmail.com" name="Alice Andrzjewska" />
        <pdata key="TITLE value="Ms." />
        <pdata key="FIRST_NAME" value="Alice" />
        <pdata key="LAST_NAME" value="Andrzjewska" />
        <pdata key="PLAN" value="401(k)" />
        <pdata key="BROKER_NAME" value="Albert Aldrich" />
        <pdata key="BROKER_PHONE" value="(816)302-4015" />
        <pdata key="BROKER_EMAIL" value="aaldrich@ff.com" />
        <pdata key="MANAGER" value="A. Antwerp" />
      </email>
      <email id="ACK-9359289-6-a">
        <rcpt address="bob@webmail.com" name="Bob Ballou" />
        <pdata key="TITLE value="Dr." />
        <pdata key="FIRST_NAME" value="Bob" />
        <pdata key="LAST_NAME" value="Ballou" />
        <pdata key="PLAN" value="Roth IRA" />
        <pdata key="BROKER_NAME" value="Bill Brasky" />
        <pdata key="BROKER_PHONE" value="(816)302-4014" />
        <pdata key="BROKER_EMAIL" value="bbrasky@ff.com" />
        <pdata key="MANAGER" value="Bea Botha" />
      </email>
      <email id="ACK-5007022-3-c">
        <rcpt address="dogteacher@webmail.com" name="Charlotte Chester" />
        <pdata key="TITLE value="Mrs." />
        <pdata key="FIRST_NAME" value="Charlotte" />
        <pdata key="LAST_NAME" value="Chester" />
        <pdata key="PLAN" value="401(k)" />
        <pdata key="BROKER_NAME" value="Chuck Chung" />
        <pdata key="BROKER_PHONE" value="(816)302-4016" />
        <pdata key="BROKER_EMAIL" value="cchung@ff.com" />
        <pdata key="MANAGER" value="Cheri Chalupa" />
      </email>
    </list>
  </template>
</batch>

Example 2: Ad-Hoc (Web) Batch CSV File

The leftmost columns of the address list spreadsheet should look like this:

Address ID TITLE FIRST_NAME ...
aliceaandr@webmail.com ACK-9359288-6-a Ms. Alice ...
bob@webmail.com ACK-6213299-4-b Dr. Bob ...
dogteacher@webmail.com ACK-5007022-3-c Mrs. Charlotte ...

The exported CSV file should look like this:

Address, ID, TITLE, FIRST_NAME, LAST_NAME, PLAN, BROKER_NAME, BROKER_PHONE, BROKER_EMAIL, MANAGER

aliceaandr@webmail.com, ACK-9359288-6-a, Ms., Alice, Andrzjewska, 401(k), Albert Aldrich, (816)302-4015, aaldrich@ff.com, A. Antwerp

bob@webmail.com, ACK-6213299-4-b, Dr., Bob, Ballou, Roth IRA, Bill Brasky, (816)302-4014, bbrasky@ff.com, Bea Botha

dogteacher@webmail.com, ACK-5007022-3-c, Mrs., Charlotte, Chester, 401(k), Chuck Chung, (816)302-4016, cchung@ff.com, Cheri Chalupa