
Building Advanced iFOLIO PURL Automation


Advanced iFOLIO PURL Automation
iFOLIO PURL (Personalized URL) Campaigns offer a unique way to automate and personalize your text message and email campaigns. Advanced PURL implementations use HTML to deliver customized layouts, branding, and images.
1. Create your iFOLIO page
2. Turn on HTML
3. Customize branding with CSS properties
4. Customize displayed images with image links
5. Toggle block visibility
Learn more about PURL campaigns:
About iFOLIO PURLs
Create your iFOLIO page
Create & design your campaign’s iFOLIO landing page, and add customizable PURL fields as desired.
Before reviewing Advanced PURL uses, learn the basics of setting up an iFOLIO PURL Campaign page and spreadsheet here:
Basic PURLs Automation
Enable HTML
Turn on HTML in any text box to create an HTML field. Build your custom layout or embed using HTML & CSS.

Customize branding with CSS properties
iFOLIO PURL fields can be used to insert CSS properties, classes, or variables, triggering different branding or display options per recipient.
• To use CSS classes, for example, define a few CSS classes inside a <style> tag in an HTML field.
• Insert a PURL field into the class attribute on an HTML element.
<p class=”[CSS Class]”>...</p>
• Insert one of your defined class names in the PURL spreadsheet to apply different CSS styling for different recipients.

Customize displayed images with image links
When the Recipient opens the iFOLIO, they will see their custom data instead of the PURL field.
• Build a layout with HTML that includes an image
• In the src attribute, insert a PURL field
<img src=”[Image Link]”>
• Insert an image link in the spreadsheet under the column for your PURL field. The link must be a direct URL to an image file and be publicly accessible.
• Each recipient will see the image in the spreadsheet on the page for their send.

Toggle block visibility
• Inspect element on an iFOLIO page (not a template) and find the data-block-id of the block you'd like to hide
• Insert CSS at the top of the page targeting the data-block-id with a PURL field
[data-block-id="XXXXXX"] {
display: [Block Toggle];
}
• Insert “none” into the PURL spreadsheet to turn off that block for the recipient

PURLs FAQs
How Can I Send an iFOLIO PURL Campaign?
Set up any iFOLIO page with PURL fields in square brackets, and publish to the campaign library. When sending your campaign, upload your PURL campaign spreadsheet in step 3 of the Campaign Scheduler
How Do I Create a PURL Campaign Spreadsheet?
Download the iFOLIO Campaign template from Step 3 of the Campaign Scheduler, and add columns to the right with your PURL field names in the top row. Fill in each row with each recipient’s contact info and custom PURL data.
What Custom Data Can be Inserted into a PURL Campaign Spreadsheet?
Any text or link can be inserted as custom data. HTML elements, properties, and styles may be inserted when using HTML layouts for advanced implementations.
How can I insert line breaks into long paragraphs of custom data?
Insert line breaks in custom data by entering a line break in the spreadsheet. To enter a line break in a spreadsheet cell, type alt+enter on Windows or option+return on Mac inside the text where you want the line break to appear. The custom data will have a line break inserted on the iFOLIO page.
Do I Need to Type in SMTP Settings to Send a Campaign?
iFOLIO handles email domain authentication during account setup. As long as the campaign sender’s email domain matches the account, you can skip filling in SMTP details.
How Can I Check Analytics from a PURL Campaign?
From the iFOLIO Admin Dashboard, click. “Campaigns”. Click “Campaign Analytics” to see previously sent campaigns in a grid, and click “Analytics” on the desired campaign to see detailed campaign analytics & deliverability stats.

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