Thursday, May 28, 2009

GoldMiine: Customized Templates

A Goldmine client asked: The variables I can insert into an email template seem very limited. Is there any way to extend these variables before the defaults?

There sure is! In fact, the number of variables you can enter is virtually unlimited. Specifically you can create “user variables” in the userID.ini to do marketing call-outs.

These variables are:

* User specific, customized to each user’s liking
* Easily addressed in templates
* Unlimited in what can be created

An example of creating and using variables from the userID.ini is shown below:

First, locate the UserID.ini you want to work with and make a copy. In this case, you would DAVE.ini and Copy of DAVE.ini. This way you can always go back to the original if you have problems.

Open the ini (with notepad) and locate the [user_var]. If there is not one, insert [user_var] between the existing sections.

Add the following lines under the [user_var] section header:

FRSProduct=HEAT 9.0
FRSCertitications: HEAT Certified Specialist
Companycontact=45 E City Ave, Bala Cynwyd, PA

Add these variables to the template:

RE: <<&User_Var.FRSProduct>>

Dear [First]~:


Your Account Manager,


This will produce a formatted email like this:

RE: HEAT 9.0

Dear Joe:


Your Account Manager,

45 E City Ave, Bala Cynwyd, PA
HEAT Certified Specialist

The possiblities are endless. You can add static phrases in the template (like "Mobile Phone" in front of the mobile variable) and the variables are unlimited.

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