Monday, October 14, 2013

How to get Personalization to work in Dynamic Recipient List in MSTR 9.3.1?

Dynamic recipient list is a great new feature in MSTR 9.3.x and I think is extremely useful. It adds the capability of sending user specific personalized data for email delivery.

TN41561 explains in detail how to set up dynamic address recipient list 9.3.x. You should have the option of setting it up in web under User preferences. In case, you don't find the option, then please refer TN41710.

However, in order to get the user personalization to work, you have to populate the personalization column of your dynamic recipient table with the necessary PROMPTXML data for each of your users in the table.
You can get this information by adding dynamic text {&PROMPTXML} somewhere in your document.

When you answer prompts and run the document, it will populate the dynamic text box with the XML data, which should look like the following:

'<rsl><pa pt="7" pin="0" did="29C9BE124097B941D67E81A353C0BECB" tp="10"><mi><es><at did="09BEEA084069DAF137EBB4ADECDF52DB" tp="12"/><e emt="1" ei="09BEEA084069DAF137EBB4ADECDF52DB:FL-JCK" art="1" disp_n="FL-JCK:JCK"/></es></mi></pa></rsl>'

You will now need to figure out the tags for prompt attribute ID and the prompt answer element.

Following is the XML part from the above that contains this info and which would need to be modified for each prompt answer that needs to be personalized. Since I have only one attribute ID prompt, I have only one tag in my above XML for my prompt answer.

<e emt="1" ei="09BEEA084069DAF137EBB4ADECDF52DB:FL-JCK" art="1" disp_n="FL-JCK:JCK"/>

The format is AttributeID : Prompt Element

"09BEEA084069DAF137EBB4ADECDF52DB:FL-JCK"

So, once you have your complete XML and know your attributeID : PromptElement tag that needs to be modified for each user, you can create a personalized XML for each of your prompt answers and add this data in a column in the dynamic recipient table.

Please make sure not to indent the XML contentExcept for the modifications to the prompt answers, no other change is needed in the XML data for each row in the table. I have tested it, and it works very well.

If you have any questions, or need any clarifications, please feel free to use comments, and I will reply back as soon as I can.

1 comment :

  1. Hi Ridhima,
    what exactly has to be inserted in personalization column of the report used in dynamic address list.
    Is the whole XML for each prompt answer or any spefic tag from the XML?

    ReplyDelete