The ProFundCom Content Manager provides a scripting environment to automatically generate content within the email templates.
To start the process of using the content manager, ensure that a template is being edited with the document factory enabled.
Create a table by clicking on the Create Content Block.
This will generate a selection screen to select the table size into which the automatic content is to be displayed. The automatic content can only be displayed in tables.
Edit the tables such that the first column has the name of the fund, and optionally applicable qualification levels, in the first column. If the fund interest and qualification of the contact matches that specified in the table, the row is displayed, otherwise that row is not displayed. The qualification criteria can be entered manually or by the drop downs Insert Fund Name to display and Insert Status to display.
Example1:
|
Name |
Mar ‘07 |
YTD |
More Info |
#f#European Long#f# #s#Investor#s# #s#Prospect#s# #s#Distributor#s# |
European Long |
2.4% |
4.7% |
|
#f#Asia Long#f# |
Asia Long |
1.7% |
-0.5% |
|
#f#Asia Trust#f# #s#Media#s# |
Asia Trust |
-2.9% |
2.3% |
|
Will display:
| 1. | the European Long row for contacts whose interest status in this fund is either Investor, Prospect or Distributor |
| 2. | the Asia Long row for contacts who receive mailings for that fund, i.e. whose interest status for this fund is anything other than No |
| 3. | the Asia Trust row for contacts whose interest status in this fund is Media. |
Example 2:
#f#Asia Long#f# #s#Investor#s# |
Investment Offer: As an existing investor in the Quinn Asia Long fund you are invited to participate the in launch of the follow-on fund on preferential terms, ……… |
Will only display the Investment Offer text to existing investors in the Asia Long fund.