NEW - Variable Data Tags for Personalization

Prior to this feature release, you've likely seen tags used in your service. We had a few tags that were available, like inserting the first name of a customer to personalize the invitation email. With this release, we are expanding the capability of variable data tags. There are now 2 kinds of tags: (1) System Tags, and (2) Client Tags.

Inserting Tags

When editing your signature, emails, and thank you pages, you'll notice two drop-down menus for each set of Tags. The plus icon is the menu for System Tags, and the tag icon is the menu for your unique Client Tags. To insert a Tag, place your cursor in the body of the email or thank you page where you want to tag, and then click the tag you wish to insert from the appropriate drop-down menu. The inserted tag is represented by its tag name surrounded by double curly brackets like {{tag_name}}.

Using Variable Data Tags in Emails and Thank You pages

The first use case for the new variable data tag feature, is adding tags in the copy of your LoyaltyLoop emails or thank you pages. While you can apply tags to both, to explain the feature let's look at an example of using them in emails. Suppose your launch data as sent to LoyaltyLoop includes fields for your invoice date, invoice number, the name of the item purchased by your customer, and the price paid by the customer for the item, as shown in the table below.

When composing your LoyaltyLoop emails, clicking the tag icon in the top menu opens a drop-down menu showing all the available Client Tags that you can insert into your email. All the data fields you send (or have automatically sent) to LoyaltyLoop will appear in this drop-down. To use tags, simply insert them in your email body or subject line.

For example, you might wish to reference the customer's invoice number in your subject line. Make your Subject read as "Requesting feedback on {{invoice_number}}" (your actual tag name may be different than what is shown in this example). While still in the editor, click the preview button to see what you email will look like, and tags will be shown with "friendly names" in place of the tags. At launch, the Client Tag {{invoice_number}} will be replaced with the actual customer invoice number associated with this transaction in your launch data.

You might also want to include a Client Tag in the body of the email. For example, you might want to word your request for feedback to reference some of these tags to further personalize the message and add context to it, like including the Client Tag for the item name or price. All of this is possible with the new variable data tags.

Using Variable Data Tags in Signatures

In the Senders & Signatures section of Settings, you can already create email signatures, and insert them as a template parameter, {{signature}}, into your emails. But what if you need to vary your signature based on a field in the launch data you upload to LoyaltyLoop? This is a more advanced application of the use of tags, but is made possible with this feature release.

For example, let's suppose you have 3 locations with 3 General Managers operating each location. Now let's suppose the rows of your Launch Data include the General Manager's email, name, title, and phone for each General Manager associated with each transaction. The Launch Data might look like this.