Inserting Properties and Property Lists in a Message

See Also

Talisma enables you to insert Object Properties, and lists of Properties belonging to related Objects, as fields in messages, Canned Responses, Mailers, and AutoText. The values of inserted Properties are updated before the message is dispatched from Talisma.

Example  If you want to send Mailers to Contacts informing them about the discounts available for the Christmas season, you can insert the <<Name>> Property in the content of the Mailer. When you send the Mailer, the Property value is updated with the names of the Contacts to whom you are sending the Mailers.

To Insert Properties in a Message

1.  Open the required Interaction.

2.  Place the mouse pointer at the appropriate place in the message text.

3.  From the Insert menu, select Properties.

- OR -

Click .

The Insert Properties dialog box is displayed. The List of Properties area lists the Interaction, Contact, and Message Objects, their associated Properties, and Properties of the Objects related to Interaction and Contact.

4.  Click Insert. Select the required Property from the List of Properties area. To insert date Properties, select a value from the Add x value box.

5.  Click OK.

The Property is inserted in the message within angular parentheses. When the message is sent from Talisma, the value of this Property is updated.

To Insert a List of Properties in a Message

1.  Open the required Interaction.

2.  Position the mouse pointer at the appropriate place in the message text.

3.  From the Insert menu, select Insert List.

The Insert List dialog box is displayed. The Select List to view Columns area lists the Interaction and Contact Objects, and Property Lists of their related Objects.

4.  Select the required related Object tab. A list of Properties that belong to the selected related Object is displayed in the Select Columns area.

5.  Select the required Property from the Select Columns area.

6.  Click Insert.

- OR -

Click Advanced to define advanced search conditions to narrow your search for Object items whose Properties must be merged in the message text.

7.  Click OK.

8.  Click Insert.