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Add a Variable URL with Partial Merge Fields

This procedure is intended for Digital Communication users who wish to include a different URL in an email for varying recipients. The variable URLs will be located in the CSV file. 

For example: this process could be used when different loan officers have helped different customers, and the merge fields might be their signatures.

Step 1         Log into the Digital Communication platform

Step 2         Select the Product Suite product and the Emails module

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Step 4         Under the Add New section, click New or Template on the card of the desired email type

Step 5         Complete the The Basics page

Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.

          • Name
          • Description (optional)
          • Store your email in a folder
          • Layout Mode

Note: Mobile Layout Mode is for a single column email making it easier to view on a mobile device and Desktop Layout Mode allows for multi-column emails for viewing on a computer.

Step 6         Click Continue to advance to the Editing your email page

Step 7         Select the Text icon DMX301-C.png and “Click, Drag, and Drop” the icon into the body of the email being created

Step 8         Hover over the blank text cell and click the Edit icon DMX301-P.png to access the editor.

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Step 9         Once inside the text cell editor, click the Insert Merge Field icon DMX318-A.png

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Step 10      Click the radio button next to the available merge field

Step 11      Enter the desired name for the merge field in the blank field  DMX370-G.png                   

Step 12      Click Insert Merge Field Into Email

Step 13      Highlight the merge field, right click, and select Cut

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Step 14      Click the Insert Custom Link icon DMX370-J.png

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Step 15      Click the Protocol drop-down arrow, and select http or https

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Step 16      Click into Url field, tight click, and select Paste

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Step 17      Locate and copy the static portion of the URL (portion that cannot be modified).

Step 18      Paste the static portion of the URL before the merge field into the Url field

Note: This will ensure that each recipient listed in the data file will receive their intended variable link.

Note: The highlighted portion of the URL is the static piece which will remain constant. The merge field will be variable piece that depends on the data provided within the CSV file loaded.

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Step 19      In the Link text field, type the desired text to display as a hyperlink in place of the URL, such as "click here", etc.

Step 20      Click Insert

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Note: Additional modifications and updates can be made within the email editor if desired.

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Step 21      Click Save DMX301-W.png

Step 22      When the text cell is ready, click the X at the top right-hand corner of the box to close the Add Text to a Cell window

Step 23        Optional: Preview the email by clicking the Preview icon DMX301-S.png

23.1             Select the desired preview option. 

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  • Here, preview with data by typing placeholder data into the fields below, to display a preview of the email.

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  • Alternatively, the preview with uploaded data option will populate the designated merge fields with data from a CSV file. The CSV file needs to be attached to the email to be able to use this function.

Article Reference: DMX370

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