Create an Expression for a Personalized Merge Field in Marketing Cloud Next

Get more consistency and control over how data is referenced in your marketing content by saving personalized merge field criteria in an expression. Define filter and sort options across related data objects to select the right attribute for the merge field. Save the expression, including the references to those data objects, in Salesforce CMS. You can reuse the expression in email, SMS, and WhatsApp messages.

Required Editions

Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition

User Permissions Needed
To create or edit content:	Marketing Cloud Manager permission set AND any CMS workspace contributor role
To publish or unpublish content:	Marketing Cloud Manager permission set AND a CMS workspace contributor role of content admin or content manager

You must have a data graph set up to create an expression. See Set Up Personalization Features for Marketing Cloud.

1. From the Content tab, open your marketing workspace.
2. Select Add | Content | Expression.
3. Give your expression a title for internal use.
4. Select the data source that contains the resources and attributes that you want to use.
5. Navigate the resource path to select an attribute.
6. Add filter and sort conditions for the attribute.
7. To add another resource to narrow your expression results further, click the plus icon next to Resource and define the filter and sort conditions.
8. Save your work.

Example

This example shows building an expression with filter and sort conditions to find accounts with an annual revenue amount greater than $10,000.

To make your expression available for use in marketing content, you must publish it. To change the expression or to prevent it from being used in content, unpublish it.

See Also

• Personalize Content with Merge Fields in Marketing Cloud Next