If you have multiple variations in a single automation, we ask that you provide a personalised example for each variation so we’re sure printers know how to handle all the different designs. If you’re using the classic client dashboard, you need to merge these into a single pdf before uploading them to the platform. Then, you’ll upload that file as the personalised example for that mail material.
NEW FRONTEND ONLY
From speaking with customers, it’s clear that working with merged files can be a serious inconvenience, especially if you need to replace or update the personalised example for a specific variation only.
In the new client dashboard, you no longer need to merge your personalised example files - you’ll be able to upload a unique example for each variation in an automation - rather than one per mail material, you have one per variation:
Variation-specific personalised examples will be available for any new automations you create, as well as any existing automations that you edit.
Please note: when you edit an existing automation with more than 1 variation, you will no longer be able to use a single merged personalised example file. To reactivate the automation, you’ll need to provide a personalised example for each variation, so please be sure that you have those files on hand before editing the automation.
But don’t worry - your automations won’t break! If you don’t need to edit anything for existing automations, they’ll continue to work as before.
What about my programming rules?
If you usually merge a page of additional instructions to the printer, you will still need to add these rules:
- If one variation needs specific instructions, add a page to the personalised example for that variation.
- If you have one page for all variations, merge this with the personalised example for the first variation.
Admittedly, the first time setup may be a bit confusing, so if you have any questions or would like some assistance, feel free to write us a ticket, and we'll be right there to help.