Iterable Dynamic Sender: An Alternate Implementation
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The ability to manage communications effectively across brands is essential. Leveraging innovative solutions like Iterable’s Dynamic Sender feature can free up staff time to focus on strategic goals.
Out-of-the-Box Capability: Dynamic Sender Setup
Organizations striving for efficiency across multiple brands may find managing email templates challenging. Iterable’s Dynamic Sender feature offers a solution to minimize template creation and still address customers across multiple brands.
This capability provides a way to create a generic email template that can be used to send to multiple subdomains, and this is especially useful when supporting multiple brands within a project.
To use the Dynamic Sender feature, the “Use dynamic sender emails” option must be enabled in your project settings.
- Navigate to Settings > Project Settings
- Switch to Use dynamic sender emails toggle to Yes
- Click Save Project Settings
Dynamic Sender Limitations
While this implementation provides substantial benefits, we have found that there are some limitations.
- The user profile schema must be altered, so any existing data integrations would need to be modified to populate the data in the new attribute(s)
- If a single user profile has multiple brand affiliations, the sender's name associated with each would need to be recorded on the profile, likely in a nested field
Alternative Approach with Snippets
To implement Iterable's Dynamic Sender capability effectively, we have found that utilizing a snippet-based approach allows you to seamlessly define brand-specific email addresses. This method uses Handlebars code within snippets to customize the "From email" field, aligning it with each brand's identity.
Here's how to set it up:
{{#ifEq brand "BRAND A"}}
mktg@brand-a.example.com
{{/ifEq}}
{{#ifEq brand "BRAND B"}}
mktg@brand-b.example.com
{{/ifEq}}
{{#ifEq brand "BRAND C"}}
mktg@brand-c.example.com
{{/ifEq}}
... [Continue for all brands] ...
Then, in the “Details” section, simply reference the snippet in your email configuration and set the “From email” field to reference the snippet you created:
{{{ snippet "setSenderFromEmail" }}}
Expand this setup to include snippets for "From name" and "Reply to email" as required and enjoy a streamlined management process across various subdomains.
By adopting this streamlined snippet-based approach, brand-specific email communications are efficiently managed without the need to alter the user profile schema.