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In the example above, “34%” has been dynamically inserted from by using reference data for that constituency.

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Reference data is inserted from an existing reference database by clicking the Image Removed Reference Data - Blue Button.pngImage Addedbutton when editing your target block message.

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Click OK to insert the data, and a placeholder (displayed as text starting with reference_data, inside curly brackets) will appear, which will be “mail-merged” for the supporter when taking part.

You can also copy these placeholder’s in to placeholders into the subject line by inserting them normally in to into your target block message and then copying them in to into the subject line.

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How to add reference data to background information

You can add background information to a target block, which allows the supporter to display additional information, including reference data. Access this setting by editing the Form Block and clicking the Image RemovedReference Data - ETT options.pngImage Added button. Tick “Enable background information tab for each contact”

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You can amend the default contact information displayed on-screen for the target. Access this setting by editing the Form Block and clicking the Image RemovedReference Data - ETT options.pngImage Added button. Tick “Customize contact details”.

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  1. Under the page admin’s “Target Settings” tab, click the “manage reference data” button

  2. This will list all existing reference databases , if any exist

  3. Click “New reference database”. A window appears:

  4. Choose the database you want to add reference data for. For example, “UK / English : Westminster MP”. This should be the database that you are using as your target database for the campaign, and click “download”

  5. This will download a spreadsheet with columns Contact ID, Contact Name, Organization and then ten reference columns. You can use the first three columns to identify who the target is. Note that “Organization” will usually refer to the target area the contact represents

  6. Add any information you want to be able to insert under Reference 1. You can put in anything, from a number , to a sentence. It is even possible to put in HTML here if you wanted want to, for example, insert an image into an HTML message. If you have other pieces of information, you can use subsequent columns (up to Reference 10)

    Warning

    Do not change anything in the the first three columns, and do not adjust the column headings. Only edit the empty cells beneath the reference columns

  7. Save the spreadsheet and then, back in the software, click “OK, got it”. On the next screen, give your database a name, ensure it is the right Advocacy database and upload the file via “Select file”. Click “Upload” once done

  8. That’s it. Your database is now available to use to insert information into the target block

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