Association Anywhere Personalization

Personalizations are a great way to engage your subscribers, and because the Informz for Association Anywhere supports many different personalization fields, you’ll never be at a loss when you need to add some personal style to your mailings. Let’s look at the different options you have available with personalizations.

Personalization Fields

Association Anywhere Personalization Fields are the same for all target groups:

  • Birth Date
  • City
  • Class CD
  • Company ID
  • Country Code
  • Country Desc
  • County
  • Direct or Inherited
  • Display Name
  • Expire Date
  • First Name
  • Informal Name
  • Join Date
  • Last Name
  • Member ID
  • Middle Name
  • Postal Code
  • Prefix Name
  • Province
  • Renewal Date
  • State
  • Status Code
  • Street 1
  • Street 2
  • Street 3
  • Subclass CD
  • Subgroup ID
  • Subgroup Name
  • Suffix Name
  • Terminate Date

Please note that when the integration provides more than one record for membership queries, Informz automatically selects the most recent active membership (personalizations currently have a one-to-one relationship). If there is no active record, Informz uses the most recent record.

Adding Personalizations

Mailing Designer 1

To select an Association Anywhere personalization field in the Informz editor, click the Personalization toolbar tool.

Navigate to the Informz for Association Anywhere type to see these fields.

Personalization codes use the following format:

%%WSI||FIELDNAME%%

The data to populate the code is retrieved from Association Anywhere during the Mailing Send process.

Personalization data is not stored locally in Informz. This data is gathered from Association Anywhere just before the sending of a mailing.

Mailing Designer 2

In the Rich Text Editor, click the Personalization Icon.

Click the Personalization Type dropdown and select Integrated Personal Info.

Click your desired personalization to add it to the mailing's content.

Sending Mailings with Personalization Codes

The data to populate the code is retrieved from Association Anywhere when you send a mailing. Personalization data are not stored locally in Informz unless you use cached personalizations (which ultimately need to be refreshed). Non-cached data are gathered from Association Anywhere just before the mailing sends.

Editing Association Anywhere Personalizations

There are two things that can be edited in Informz, for Association Anywhere personalization fields. The first is the display name and the second is personalization default. The Informz admin can also choose to hide certain fields from Association Anywhere if they don't want to use them for personalization in Informz.

Navigate to Admin > Setup > Bridge Configuration.

Click List of Attributes (also leads to edit).

Click Edit for the corresponding personalization.

You'll see the following attributes:

  • Attribute Use: Allows an Association Anywhere field to display, or not, in the personalization field list in the editor.
  • Internal Name: The Association Anywhere field name as found in Association Anywhere. This does not need to be changed
  • Comment: Used for internal documentation about the use of a personalization fields
  • Data Element: The Association Anywhere name of the field. This cannot be changed.
  • Is Valid: Determines if the field is valid for personalizations.
  • Display Name: Editable to provide a more descriptive name for Informz users.
  • Personalization Default: Used when no value is provided from Association Anywhere. The field populated in the mailing is used as the default.

Let's Get Personal

Active use of personalization can really engage readers. Get to know the fields available from Association Anywhere and apply them liberally in your mailings. Don't forget to add some testing time to see how your readers respond!