Can I merge information to personalize a mailing?

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Is there a way to merge information into the email so that (like the name personalization) you can insert a different piece of information for each recipient? For instance, we want to send an email that shows what the receipient's donation was for last year. Any way to do that?
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Montgomery Bell Academy

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Posted 5 years ago

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Katie Lewis, Official Rep

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Yep, and you'll actually follow the same steps as you do when you use name personalization; you'll simply select a different field to personalize.

You'll create the donation field on your Audience page and import content into it. Let me know if you have any questions along the way!
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Montgomery Bell Academy

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Katie, one little thing I'm having trouble with. I made the new field numeric (seemed reasonable for a dollar amount). But it keeps adding .0 (or .2, etc.) at the end of the numbers. I have tried making my import data text, but it continues to do it.

What am I doing wrong?
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Katie Lewis, Official Rep

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You aren't doing anything wrong! It looks like you're running into a current bug in our platform. I've created a new topic here for us to track this bug. As a workaround in the meantime, save your spreadsheet as .csv and upload again.
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Katie Herzig

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Hi - we are still having trouble with this. It is adding a .0 after each of the zip codes in the import xls. We are trying to upload a CSV and it is saying "There seems to be something wrong with the formatting of your file."... there isn't, it's a simple CSV file. Argh.
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Katie Lewis, Official Rep

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Good morning, Katie! I gave you a shout in this conversation, if you’d like to continue from there.
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Katie Lewis, Official Rep

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Hi Katie! I’ve updated that separate conversation, but I want to note here, too, that the bug with .0 being added to your zip codes has been fixed. :)
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8z

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This reply was created from a merged topic originally titled
Integrating MLS data on a newsletter.


I'm interested in a way to automatically pull data from the MLS into each newsletter for each specific realtor. Surely there's a way to do it so I don't have to copy/paste each piece into the Drag & Drop editor.

There is a blog article on this topic but no directions on how to actually do it: http://myemma.com/blog/article/real-e...

Help!
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8z

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I'm not sure why my topic was merged with this one. This question has to do with Audience, and my question has to do with adding information into the body of a newsletter!

If these topics are related, can someone clue me in?

Thanks
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Katie Lewis, Official Rep

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I’m sorry for any confusion this caused! What you’ll want to first do is create a member field on your Audience page for the MLS. Then, import a spreadsheet containing the MLS data for each email address. This is done on your Audience page, since the MLS information needs to be associated with each contact.

Then, using that imported audience data, you’ll personalize your newsletter.

Let me know what questions you have!
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8z

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Thanks for the response!

That seems an odd work-around when the information isn't unique for each audience member. It's the same for every audience member.

So there's no way for a newsletter to automatically pull photos, info and link back to the source without using the 'personalize' feature of an Audience?

Thanks for any bits of insight you may have!
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Katie Lewis, Official Rep

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My apologies! I misunderstood, thinking the data was unique for each contact.

If you want all members to receive the same newsletter with the same images, links and text, you’ll simply create it using the drag & drop editor’s tools. There isn’t a way to import that data from somewhere else.

What you could do, if it’s a great deal of data you’d rather not rebuild, is create your document (like a PDF) outside of Emma and then link to it in your newsletter.
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8z

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Oh well, that does answer the question. Thanks!

I have almost 100 realtors, so to recreate their real estate listings for each of their audiences is not worth the time in drag & drop. Food for thought for the Emma team - incorporate a way to import images and links from an outside data source.
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Katie Lewis, Official Rep

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I’m glad we reached an answer!

I’m not totally sure I’m following your workflow, though — It sounds like you’re wanting to personalize with images, like you want everyone in Group A to see Image A in the newsletter, and everyone in Group B to see Image B, all by creating and sending one mailing. That isn’t possible right now, but do feel free to create a new idea conversation here for this, and I’ll get it in front of our product owners!
Can you add personalized text for each contact?
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Laura Dickerson, Official Rep

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Yes,  you'll follow the same steps as you do when you use name personalization. 
Laura, would I have to have the text as a field?
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Aaron A. Coleman, Alum

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Hi!  You're exactly right.  The name of your field will be something like 'personal text'.  The column below your field name will contain the text you want to be customized for each individual mailing recipient.
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Matt Morrisson

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This reply was created from a merged topic originally titled merge fields in html.

I want to make an email using HTML to create a style that the drag and drop builder won't allow for.  Can I insert merge fields in the HTML to pull information in from a CSV upload to customize the email's contents based on the recipient?  

For instance, I have a CSV with some usage stats for each user.  I would like to send them an email showing them how much they used my service.  I know merge fields will let me do this, but I'm unsure how/if they will work with HTML.