What is a dynamic merge report? How can I change the style and class settings?
Merge Report, Mailings, Surveys
Oracle Service Cloud, All versions
A Merge Report button has been added to the Dynamic Content section of the toolbox when editing HTML and text content within a mailing/survey. When you click this button, the Report Merge window opens where you can select a report to include in your content, edit its display properties, and set a default value to be used when no data is returned. You can also select a contact to use for filtering preview data for more accurate rendering on the content editor’s Preview tab.
By default, report merge applies a primary filter to the report in several situations to limit the output so that customers will see only their own information. For example, if the report lists contacts and their open incidents, customers will see only their own open incidents. Primary filters are automatically applied in the following cases.
- contacts.c_id—Primary filter for any mailing (broadcast or transactional) and any survey invitation message. If merging a report on a web page, the contact must be recognized by click-through parameters or cookies. Important Duplicate messages sent to a single address is a common characteristic of spam. For this reason, we recommend that you select this check box only when necessary. When the check box is selected and you attempt to schedule or send a mailing, survey, or proof, and duplicate email addresses exist in your audience, a message warns you that your reputation as a bulk email sender may be adversely affected and impact your ability to send future communications. For information about protecting your reputation, refer to Email Deliverability Group (EDG) and Spam Considerations and Policy.
- incidents.i_id—Primary filter for any transactional mailing or survey that is sent using incident rules. Any incident merge field will be ignored (left blank) when used in a Broadcast Mailing.
- opportunities.op_id—Primary filter for any transactional mailing or survey that is sent using opportunity rules. Any opportunities merge field will be ignored (left blank) when used in a Broadcast Mailing.
- chats.chat_id—Primary filter for any transactional mailing or survey that is sent using chat rules.