Differences

This shows you the differences between two versions of the page.

--- en:survey:mailing-fields [18.10.2011 17:21] – Serial mails -> mailings lmumovie
+++ en:survey:mailing-fields [20.05.2021 22:21] (current) – sophia.schauer
@@ Line 1: / Line 1: @@
 ====== Wildcards in Mailings ======
-In case you are sending mailings directly with oFb, you can use a couple of wildcards for personalisation purposes.
+In case you are sending mailings directly with SoSci Survey, you can use a couple of wildcards for personalisation purposes.
-**Important**: When working with serial numbers, do not enter the link to the questionnaire manually; use the wildcard ''%link%''.
+**Important**:Do not enter the link to the questionnaire manually; use the wildcard ''%link%'' or ''%link.html%''.
+===== The Most Important Wildcards =====
 ^ Wildcard ^ Description ^ Notes/Requirements ^
-| %link% | Link to the questionnaire including serial number | The questionnaire can be selected below.\\ When using the HTML version it is useful to write:\\ ''%%<a href="%link%">Go to Questionnaire </a>%%''|
+| ''%salut%'' | Salutation with name and title, depending on gender | You can specify exactly how the salutation should look in the form. By default, the form of address is "Dear Ms. Last Name" or "Dear Mr. Last Name".|
-| %salut% | Title and name according to gender | The form allows you to edit the title. The standard is "Dear Ms Surname" and "Dear Mr Surname", respectively. |
+| ''%link%'' | Personalized link to the questionnaire | The questionnaire can be selected below.\\ In the HTML version the following usage is useful:\\ ''%%<a href="%link%">To the questionnaire</a>%%''|
-| %serial% | Serial number (included in %link%) | In case email addresses have not been assigned serial numbers, this is done automatically when sending the emails. |
+| ''%link.html%'' | link to the questionnaire (HTML-Version) | Shows a personalized link to the questionnaire in the HTML mail. The displayed text can be customized at //Link-Text//. The placeholder ''%link%'' is automatically changed to ''%link.html%'' by the //Create HTML from text version// button. |
-| %subgroup% | Subgroup | The subgroup (if existent) is inherited as specified in the panel data |
+| ''%custom1%'' | Custom data field No. 1 ||
-| %custom1% | Customised field no. 1 ||
+| ''%custom2%'' | Custom data field No. 2 ||
-| %custom2% | Customised field no. 2 ||
+| ''%custom3%'' | Custom data field No. 3 ||
-| %custom3% | Customised field no. 3 ||
+| ''%custom4%'' | Custom data field No. 4 ||
+| ''%custom5%'' | Custom data field No. 5 ||
-Some wildcards are designed specifically for a personalised address. You can separately define the address for men, women and people of unknown gender when designing the email.
+With user-defined data fields you can display any individual text in the cover letter (also multi-line). This can be information such as where the contact information comes from or which company the invitation refers to. The custom information is best imported as a separate data column in a table with contact data, but it can also be entered individually with the contacts.
+===== Wildcard for the Personal Salutation ===
+Some placeholders are specially designed for creating personalized salutations. If necessary, use these wildcards for the fields //address women//, //address men// and //address unknown//.
+The salutation itself is inserted in the email with the wildcard ''%salut%''.
 ^ Wildcard ^ Description ^ Notes/Requirements ^
-| %formalname% | Surname of the person including title ||
+| ''%formalname%'' | Last name of the person incl. title ||
-| %title% | Title, if existent ||
+| ''%title%'' | Title, if available ||
-| %title+% | Title, if existent | If a title exists, a space character is automatically added. |
+| ''%title+%'' | Title, if available | If a title exists, a space is automatically inserted behind it |
-| %firstname% | First name, if known ||
+| ''%firstname%'' | First name, if available ||
-| %firstname+% | First name, if known | If the first name is known, a space character is automatically added. |
+| ''%firstname+%'' | First name, if available | With this wildcard, a space is automatically added after the name if a first name is present. |
-| %lastname% | Surname, if known ||
+| ''%lastname%'' | Last name, if available ||
-===== Expanding a link =====
+===== Wildcard for special cases =====
-In case you need to add information to your link (e.g. language or a reference), you can simply add this to the wildcard ''%link%'':
+^ Wildcard ^ Description ^ Notes/Requirements ^
+| ''%access%'' | Participation code | The participation code is automatically included in the ''%link%'' wildcard. The participation code can only be passed in the link to the questionnaire (variable ''d'') and cannot be typed in manually. |
+| ''%serial%'' | Serial number (Participation code) | If you work with serial numbers, you can use them directly by means of ''%serial%''. If serial numbers have not yet been assigned to the e-mail addresses, this is done automatically when the e-mail is sent. |
+| ''%subgroup%'' | Subgroup | The subgroup (if any) will be applied exactly as it was set for an entry in the panel. |
+| ''%link.attr%'' | The personalized link to the questionnaire (URL) for use in HTML mails (''&amp;'' instead of ''&''). This wildcard is normally used in the //Link-Text// field. ||
+| ''%link.get%'' | GET part of the questionnaire link | The part of the personalized questionnaire link that is automatically appended (after a question mark) to the Internet address of the questionnaire. Normally, the the participation code with a presented ''d='' |
+| ''%to.mail%'' | Recipient email address ||
+| ''%to.mobile%'' | Mobile phone number of the recipient ||
+| ''%name%'' | Sender name ||
+| ''%email%'' | E-mail address of the sender ||
+| ''%lock%'' | Link to delete or block the recipient's email address ||
+| ''%date+XU%'' | Date in the future | Date X units (U) in the future. Allowed units are ''d'' (days), ''w'' (weeks) and ''m'' (months). The wildcard ''%date+7d%'' would e.g. output the date 7 days after sending the serial mail. |
+| ''%sms.status%'' | SMS dispatch status of the serial mail to which the current reminder mail refers (only available in reminder/follow-up mails). ||
+| ''%sms.datetime%'' | Timestamp of the SMS sending status ||
-  Click here for the questionnaire:
+===== Additional Information in the Link =====
-  %link%&r=A121&l=eng
+If you want to add further information (e.g. language or a reference) in the link to the questionnaire, you can simply do this after the wildcard ''%link%'':
-You can also attach the serial number manually to the link -- usually though it's easier to use the wildcard ''%link%''.
   Click here for the questionnaire:
-  https://www.soscisurvey.de/survey/?s=%serial%
+  %link%&r=A121&l=ger
+An overview of possible entries in the questionnaire link can be found in the chapter [[url|The questionnaire link]].