Advanced Editor -- Adding Loyalty Objects

To add a Loyalty Content Token to your message content:

1. Within the text editor, position your cursor where you want to insert the Content Token.

2. Click the blue "Personalization & Library" bar along the right-hand side of the screen to expand the Personalization Pane. Within this panel, the available fields are organized into different expandable / collapsible groups. For example, you'll see a section for your EDP database fields, and another section called "Loyalty Content Tokens."

3. Click "Loyalty Content Tokens" to expand it. You'll see sub-groups beneath it for the different Content Token types (Lookup, Metric, Merge, and Place).

4. Expand the desired Content Token type to find the Content Token you want to use. You can also use the search function within the Personalization Pane to search for a particular text string within the Content Token name.

5. Double-click on the Content Token (or, optionally, you can drag the desired Content Token from the Personalization Pane, and drop it into the text editor at the desired insert location). The system creates a new Merge Symbol for this Content Token, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item). The Merge Symbol consists of the prefix "loyalty:" followed by the Content Token value.

To add a Loyalty Content Object to your message content:

1. Within the text editor, position your cursor where you want to insert the Content Object.

2. Click the blue "Personalization & Library" bar along the right-hand side of the screen to expand the Personalization Pane. Within this panel, the available fields and assets are organized into different expandable / collapsible groups.

3. Click "CES Library" to expand it.  

4. Double-click on the desired Content Object type. The "Select" pop-up window is displayed.

5. Click the desired object. The "Settings" section is displayed.

Note: Loyalty Content Objects must have a status of "Published" in order for them to be available as a selection.

6. From the "Layout" drop-down menu, select the desired Layout. Layouts are created within Loyalty, and are used to define the format and presentation of the object's content.

7. If you selected the "Offer from Placement" object type, enter the ranking for this Placement.

8. The system creates a new Merge Symbol for this Content Object, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Personalization Pane). A Merge Symbol is a textual representation of the Content Object. The Merge Symbol consists of the prefix "LoyaltyLibrary" followed by the Loyalty object type (such as "offer"), its Object ID, and the Layout name, enclosed in double-brackets. For example:

({LoyaltyLibrary:offer|4|email-hero})

 

Once you add an asset to the message content, the Merge Symbol for that asset is added to the "Included Items" section of the Personalization Pane. This section allows you to conveniently find and reuse an asset without having to search for it every time.

Note: After adding an asset to the message content, you may need to close / reopen the Personalization Pane in order to "refresh" the values listed within the "Included Items" section.

To reuse an asset that you previously added to the message content:

1. Within the text editor, position your cursor where you want to insert the asset.

2. Click the "Personalization & Library" bar along the right-hand side of the screen to expand the Personalization Pane.

3. Within the "Included Items" section of the Personalization Pane, double-click on the desired Merge Symbol. The system inserts the Merge Symbol at the current cursor position. Or, optionally, you can drag the desired Merge Symbol from the "Included Items" section, and drop it into the text editor at the desired insert location

Note: If you remove all instances of an asset, the platform will remove its Merge Symbol from the "Included Items" section.