✉️ Using Custom Object Variables in Your Emails

In Webmecanik Automation, you can dynamically insert data from your Custom Objects directly into your email templates using variables (for example, to display the name of a purchased product, an order number, or a due date).

Because a contact can have multiple custom objects attached to their profile (for example, 3 orders or 2 different contracts), custom object variables have advanced settings to precisely target the information to display.

💡 Essential reminder: For a variable to display a value in the email received by your recipient, the relevant custom object must be associated with that contact.

🧩 Structure and anatomy of a variable

A custom object variable consists of a main keyword, the object alias, and the targeted field, supplemented by sorting, formatting, and fallback options.

Example of a complete variable

{custom-object=product:sku | where=segment-filter | order=latest | limit=1 | default=No reference}

Definition of the available parameters

• custom-object: Required static keyword that tells the sending engine that this is a variable linked to a custom object.

• product:sku: Corresponds to the object alias followed by a colon : and the desired field alias (in this example: the product object and its sku field).

• where=segment-filter: Condition that tells the system which object to retrieve from all those linked to the contact. segment-filter is the only available filter and applies by default: it uses the filtering criteria of your sending source segment.

• order=latest: Sorting rule applied when multiple objects meet the criteria. The latest option (by default) sorts objects from newest to oldest according to their date of addition.

• limit=X: Maximum number of objects to retrieve (set to 1 by default). If you increase this number, multiple objects can be displayed simultaneously.

• format=...: Defines the visual layout when multiple values are displayed (bulleted list, comma-separated text, and so on).

• default=...: Fallback text displayed if no matching custom object is found for the contact (e.g., default=Not provided).

🎨 Managing the display of multiple values (format)

If your limit parameter is greater than 1, you can format the enumeration of values to create natural-sounding sentences (e.g., "Your pets Rex, Fido, and Felix have an appointment tomorrow").

The following display modes are available through the format= attribute:

• default: Simply separates objects with commas (Value 1, Value 2, Value 3).

• and-list: Separates objects with commas and adds the conjunction "and" before the last object (Value 1, Value 2, and Value 3).

• or-list: Separates objects with commas and adds "or" before the last object (Value 1, Value 2, or Value 3).

• bullet-list: Displays objects as a vertical bulleted list.

• ordered-list: Displays objects as a numbered list (1., 2., 3.).

⚠️ Golden rules for selection conditions (where=segment-filter)

The segment-filter condition automatically analyzes the custom object filters defined in the segment used for your sending (segment email or campaign trigger).

To ensure that your variables are displayed correctly, follow these configuration guidelines:

1. Multiple source segments: If your campaign or email targets multiple segments at the same time, make sure that each one has strictly identical filters for custom objects. Only the filters from the first segment are taken into account when generating the variable.

2. No "OR" condition: Do not use OR conditions in the custom object filters of your source segment.

3. No nested segments: Do not use inclusion or exclusion filters for other segments in your source segment. Variables are analyzed only based on filters applied at the root level.

🛠️ Inserting your variables in the email editor

You can intuitively integrate these variables into the Webmecanik Automation email builder:

1. In a text block in your email, simply type an opening brace {.

2. Start entering your object alias (for example, {produit or {product).

3. The autocomplete list instantly appears with all custom fields available for this object.

4. Click the desired field to insert the variable into your content, then add your formatting options if needed (default=..., limit=...).

🎨 Personalizing Emails with Dynamic Content

Dynamic Content allows you to tailor entire sections of an email (text copy, banners, product recommendations) according to each recipient's profile.

The rule engine for Dynamic Content works identically to segment filters:

• You can select the Custom Objects table directly within the filter settings of your dynamic content variations.

• You can display a dedicated message only if the contact has a specific Custom Item linked to their profile (for instance, showing exclusive maintenance advice if the contact owns a product where Products: SKU matches a premium tier).

• If a contact does not meet any of the Custom Object criteria, the default variation of your dynamic block is displayed automatically.

🔍 Using the custom preview URL

1. Go to your email's summary page (outside the content builder).
2. In the right-hand sidebar, locate the Preview URL panel.
3. In the Show a preview for the contact field, start typing the name or email address of a test contact who has the desired custom object associated with them.
4. Click the generated link or the link-opening icon to open the preview in a new browser tab.

The message is then displayed with the actual data of the selected contact: all custom object variables are automatically resolved and replaced with the values from your business fields. This is the ideal step for validating your list separators (format=), checking the display order (order=latest), or reviewing the default fallback text (default=).